Sales

sales@navatargroup.com

eusales@navatargroup.com

Mezzanine Fund Software

Navatar’s CRM for mezzanine funds powers every step of the deal lifecycle, including intermediary and sponsor coverage, business development, pipeline management and fundraising.

From Deal Sourcing to Close

Relationship Management
Deal and Pipeline Management
Intermediary Deal Sourcing
Business Development
Portfolio Company Monitoring
Investor Relation and Fundraising
Relationship Management

Define relationships in a way natural to your deal process, including role and past deal reactions, to map a true picture of activity within your deal ecosystem.

Relationship Management
Deal and Pipeline Management

Automatically channel deal flow to the right teams and people; embed approval and review processes for evaluation efficiency; and produce world-class visual reports for pipeline analysis.

Deal and Pipeline Management
Deal Sourcing

Create performance driven intermediary and sponsor coverage strategies based on intelligence gathered from actual deal history and outcomes.

Intermediary Deal Sourcing
Business Development

Create a systematic outbound program that streamlines outreach, increases velocity of outbound touchpoints and reduces risk of dropped follow-ups.

Business Development
Portfolio Company Monitoring

Monitor leading performance indicators for key operational aspects of your portfolio companies in real-time.

Portfolio Company Monitoring
Investor Relations & Fundraising

Easily manage multiple fundraises and build scalable processes to shorten the fundraising cycle. Walk into every investor meeting with full knowledge of their portfolio needs and history with your firm.

Investor Relation and Fundraising

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

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Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More
Testimonials

Navatar is the backbone of our deal sourcing, underwriting, portfolio management and investor relations.

Eric Starr, Partner, CapX Partners

Eric Starr

Our Thinking

Don't Let Old Technology Slow You Down

Still using outdated data rooms to communicate with investors? Navatar's Investor Portal is the next generation VDR for fund marketing, investor relations and gathering intelligence on LPs.

Learn More About Investor Portal

Don't Let Old Technology Slow You Down

Still using outdated data rooms to communicate with investors? Navatar's Investor Portal is the next generation VDR for fund marketing, investor relations and gathering intelligence on LPs.

Learn More About Investor Portal