Private Equity 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.
Private Equity CRM
Today’s Private Equity 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
Building institutional memory is a good start, but that is just your past record. Your A-game begins with making informed decisions on which intermediaries, companies or experts to talk to or what to focus the conversation on. To do that, you need to leverage every thread of information your firm gathers, on any topic. 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 intelligence that can be invaluable at every step of the value creation process.
Thematic Sourcing
Today’s competitive landscape requires a strong focus on the top of funnel to increase the number of opportunities. Teasers from investment banks are important but you must proactively create opportunities for early looks at relevant companies.
Let us show you how Navatar enables you to capitalize on every thread of intelligence in order to position early for a ‘shot on goal’ at attractive targets.
1
Help you understand not just “who knows who” but also “who knows what”
2
Automatically coalesces disparate pieces of information to paint a clearer picture of each opportunity
3
Automatically connects all intelligence within each investment thesis to improve qualification and evaluation
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.
Deal Evaluation
If you go from one deal to the next and never really leverage enough of what you learnt, it is because you are not organising all the intelligence gathered during deal evaluation and diligence. Navatar captures all these insights and collates them for each thesis, building an invaluable knowledge-base that can help pinpoint the additional external help required, while reducing deal evaluation costs.
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.
Investor Relations & Fundraising
Whether it is growing your investor base or developing deeper relationships, you must leverage every thread of information about investors that you uncover from all your relationships. Navatar compiles this intelligence to help build strategic partnerships that are critical to unlocking privileged access to capital, co-creation of new investment opportunities, establishing new funds or increasing funds under management.
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 intelligent 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
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
Fundraising & IR
Manage prospective investors and LPs and execute fundraising process
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning on deals
Segmented Workspace
Collaborate in dynamic workspaces 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
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
Fundraising & IR
Manage prospective investors and LPs and execute fundraising process
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Segmented Workspace
Collaborate in dynamic workspaces created for specific initiatives
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...