Investment Banking CRM
Today’s market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.
Navatar harnesses this intelligence for you. You just bring your A-game.
CRM for Investment Banking
Today’s market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.
Navatar harnesses this intelligence for you. You just bring your A-game.
Your A-Game
Companies love talking to bankers who can provide actionable subsector insights. You must demonstrate you have the relationships and knowledge. To do that, you need to leverage every thread of information your firm gathers within that subsector. Compiling and analyzing all of this information is far from easy. Navatar captures information at the most detailed level and connects the dots to arm you with subsector intelligence most valuable for winning and closing mandates.
Smarter Origination
Your relationships in a subsector are important but you must connect all threads of information they provide to uncover valuable intelligence that can help you differentiate.
Let us show you how Navatar enables you to capitalize on every thread of intelligence in order to win mandates and find the right targets.
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Automatically coalesces disparate pieces of information to paint a clearer picture of each opportunity
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Automatically connects all intelligence within each sector/subsector to deepen your engagement
Who Knows What
It is useful to understand “Who Knows Who,” or who in your firm may be connected with a person or a firm. In addition, your A-game needs “Who Knows What.” You also need to know everything about that contact or firm – including all intelligence collected from them or from other sources – in order to see the full context of the relationship.
Cross Border M&A
With the Navatar platform, you can find all sponsors, pitches, mandates and bankers in a specific subsector, worldwide, to identify where to focus. It helps you collaborate with bankers in other countries on pitches and mandates, to deliver the outcomes that your clients expect.
Events
You must have access to all relevant intelligence on the go in order to keep your all your interactions focused. In addition, all new relationships as well as additional information from each interaction at the event must add to your actionable intelligence. Navatar’s automated intelligence engine helps you maximize your event participation to make sure every bit of information adds to your sourcing efforts.
Needle in a Haystack
Even if you can somehow get data in, finding what you need is never easy in most CRM systems. You must be able to search a topic, casting a wide net that can find all relevant intelligence at the most detailed level, which could be the odd sentence from paragraphs of information. Navatar enables you to fine-tune granular searches even further and then channel results into editable work-streams, making them actionable and collaborative.
Always-On Intelligence
Your A-game relies on insights around a company, person, deal or topic to be available, whenever and wherever. Navatar mobile is your intelligence assistant you can rely on, whatever your need. It also captures and collates any information you gather in your meetings in the most frictionless way.
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firms
Business Development
Streamline outreach and collate information from targets, sponsors
Pipeline Management
Manage your BD pipeline and generate management reports
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Opportunities
Automatically collate intelligence to prioritize opportunities and outreach
Mmandate Execution
Identify relevant targets for smooth execution and best outcomes
Delighters
Subsector Expertise
Connect intelligence within each subsector to deepen engagement
Deal Research
Cast a wide net for detailed research based on precise parameters
Segmented Workspace
Collaborate in dynamic workspaces created for any tactical or strategic initiative
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firm
Business Development
Streamline outreach and collate information from targets, sponsors
Pipeline Management
Manage your BD pipeline and generate management reports
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Opportunities
Automatically collate intelligence to prioritize opportunities and outreach
Mandate Execution
Identify relevant targets for smooth execution and best outcomes
Delighters
Subsector Expertise
Connect intelligence within each subsector to deepen engagement
Deepen Research
Cast a wide net for detailed research based on precise parameters
Segmented Workspace
Collaborate in dynamic workspaces created for any tactical or strategic initiative
You May Be Thinking…
Should we switch CRM systems?
Are your senior professionals logging into CRM? Does your CRM add any value other than generating pipeline/compliance reports? If the answer to those questions is no, you need to switch. Talk to us and we will show you what to expect from a CRM for an alternative assets fund or investment bank and how it should add value to your sedulous day-to-day activities that require intensive research and analysis.
Why do our senior professionals never log into CRM?
They are laser focused all day on high-value conversations and activities that require extensive research. CRM systems require them to constantly punch data, without offering any information that can be useful in their research. Your senior professionals need a CRM platform that acts like a smart assistant, ready to offer relevant insights when needed, without the admin overload. Let us show you the CRM platform tailor-made for what they do.
How should we evaluate a CRM for our firm?
Conventional evaluation is based on features/functions such as contact management, relationship intelligence, pipeline management, etc. The problem with this approach is that most CRM platforms check all boxes, but still end up failing in getting user adoption. You need to ask two simple questions: 1) What value will we get and 2) How much data will we need to enter. Let us show you how you can get 80% value with 20% effort.
Isn't CRM about efficiency?
Most CRM platforms are, in fact, designed to automate processes in order to make them more efficient. However, your Partners/MDs want value, not efficiency. A CRM platform worth its salt must offer some tangible benefits to your core set of activities centered around creating, qualifying and/or closing deals. Let us show you how Navatar does exactly that by turning your proprietary information into an indispensable asset.
What if Navatar is never adopted by users?
The Navatar platform is specifically designed for busy investment professionals who are not inclined to spend their time punching data into any type of software. Navatar automatically extracts data from everyday productivity tools that your professionals already use, removing the admin burden. Let us show you how your users will still get value from Navatar even if they never enter any information into the system.
What if we already have Salesforce?
Navatar layers seamlessly on top of Salesforce, using most of the existing underlying objects, with minimal disruption. Our platform will transform Salesforce overnight into an impact engine that captures and converts your internal intelligence into a powerful competitive differentiator with minimal user input. Let us show you exactly how.
News & Blog
The Bold New Navatar: Salesforce-Based CRM for Modern Private Equity, Alternative Assets, and M&A Advisory Firms
For years, CRM in private markets was treated as an operational task. Partners delegated it to junior team members, who tried to mold their workflows around rigid systems—tracking pipelines and chasing efficiency. The result? A patchwork of over-engineered tools that...
Navatar vs Affinity – Setting the Record Straight On CRM for Private Equity and M&A Advisory
At Navatar, we welcome competition—it drives innovation and pushes us all to better serve our clients. But we also believe that comparisons should be rooted in truth, not fiction. Recently, Affinity published two articles—"Top Navatar Alternatives" and “Is Navatar or...
Top DealCloud Alternative for Private Equity and M&A Advisory – Why Leading Firms Choose Navatar
If you're exploring DealCloud alternatives, you're likely in the market for a CRM platform purpose-built for private markets. While DealCloud has earned recognition in the private equity and investment banking space, it isn’t the only option. Your decision ultimately...
Intelligent Investing: How Family Offices Navigate Alternatives in the Post-Election Era
Alternative investing is entering a new era. For family offices and institutional investors, the post-election landscape isn’t just shifting—it’s demanding a smarter, more adaptive strategy to stay ahead. New Republic Partners, a leading multifamily office, shared...
How Navatar Powers Supply Chain M&A: Why Left Lane Wins Against Goldman Sachs
In the world of mergers and acquisitions (M&A), one truth stands above all: industry expertise wins deals. For firms operating in highly specialized sectors — like supply chain and logistics — generalist investment banks struggle to compete against firms with deep...
Navatar’s New CRM Platform Deploys Intelligence To Sharpen Deal Sourcing Focus For Private Equity Firms
Navatar is proud to announce the launch of our latest CRM platform, specifically designed to enhance deal sourcing for private equity firms. This advanced platform leverages state-of-the-art smart technology to help firms identify and pursue the most promising...