Sales

sales@navatargroup.com

eusales@navatargroup.com

Private Equity CRM

Navatar’s private equity CRM elevates every step of the deal lifecycle, including your relationship nurturing, pipeline visibility, sourcing strategy, business development and fundraising prowess.

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

Capture and understand all connections/interactions across your network, both internal and external, to generate competitive intelligence and deepen your relationships.

Relationship Management
Deal and Pipeline Management

Translate interactions, relationships and data gathered in the deal setting into intelligence that drives superior sourcing and evaluations.

Deal and Pipeline Management
Intermediary Deal Sourcing

Create sector and performance driven intermediary 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 led to a near 400% increase in deals reviewed annually.

Martin Stein, Founder & Managing Partner, Blackford Capital

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

Eric Starr, Partner, CapX Partners

Without a tool like Navatar, we would not be as efficient as we are today.

Robert France, Principal, High Street Capital

Navatar mitigates risk since our data sits in the Salesforce cloud as opposed to a small third party provider.

Robert Heimann, Managing Director, River Cities Capital Fund

Martin Stein
Eric Starr
Robert France
Robert Heimann

Our Thinking

case studies
  • Private Equity

    Watch why CapX Partners considers Navatar its operational “backbone".

    WATCH NOW
  • Private Equity

    Learn why Blackford Capital views Navatar as a boost to IRR.

    WATCH NOW

Fundraising and Investor Relations Platform

Navatar also offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust.

Learn More

Fundraising and Investor Relations Platform

Navatar also offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust.

Learn More