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If Your Private Markets CRM Isn’t Doing These 7 Things in 2026, Trash It

If Your Private Markets CRM Isn’t Doing These 7 Things in 2026, Trash It

by Navatar Marketing | Apr 20, 2026 | M&A, Private Equity

Seven non negotiable outcomes CIOs and deal leaders in private equity, private credit, and M&A advisory should expect from an AI powered CRM operating model. Most firms can say, “We have a CRM.” Very few can say, “Our CRM is a real edge in finding and winning the...
The M&A Advisory Firms Winning More Mandates Have Something in Common: AI at the Core

The M&A Advisory Firms Winning More Mandates Have Something in Common: AI at the Core

by Navatar Marketing | Apr 16, 2026 | M&A, Private Equity

Deal markets have reset. The era of showing up in a data room and hoping for the best is over. Today, the advisory firms that consistently win mandates are the ones who arrive first — with the right idea, backed by credible insight, and a client relationship that runs...

Navatar Unveils AI-Powered M&A CRM Operating Model for Investment Banks and Boutique Advisors

by Navatar Marketing | Apr 10, 2026 | News & Press Release, Private Equity

  NEW YORK and LONDON, April 09, 2026 (GLOBE NEWSWIRE) — Navatar today announced an AI-powered CRM operating model for M&A investment banks and boutique advisory firms, designed to help bankers originate more relevant deals, deepen coverage, and execute...
From Banker Lists to Always On Origination: How Private Equity Deal Sourcing Is Going Thematic in 2026

From Banker Lists to Always On Origination: How Private Equity Deal Sourcing Is Going Thematic in 2026

by Navatar Marketing | Apr 9, 2026 | M&A, Private Equity

How PE deal teams and M&A advisors can move from reactive banker lists to always on, thesis-led origination using AI and CRM.   For a long time, private equity deal sourcing was defined by one simple question: “Which bankers are bringing us interesting...
Private Equity & M&A Deal Sourcing: Winning the 2026 Origination Race

Private Equity & M&A Deal Sourcing: Winning the 2026 Origination Race

by Navatar Marketing | Mar 23, 2026 | M&A, Private Equity

Why Alternative Asset Managers Need an AI Operating Model – Not Just Another AI Feature

Why Alternative Asset Managers Need an AI Operating Model – Not Just Another AI Feature

by Navatar Marketing | Mar 5, 2026 | Private Equity

Navatar Launches AI-Powered CRM Operating Model On Salesforce for Alternative Asset Managers

by Navatar Marketing | Feb 26, 2026 | News & Press Release, Private Equity

  LONDON and NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) — Alternative assets have moved from a niche allocation to a core pillar of institutional and wealth portfolios, stretching managers across more strategies, vehicles, and channels than ever before. As...
Private Equity Has Outgrown Its Operating Model. Here’s What Comes Next.

Private Equity Has Outgrown Its Operating Model. Here’s What Comes Next.

by Navatar Marketing | Feb 20, 2026 | Private Equity

Navatar Launches AI-Powered CRM Operating Model for Private Equity Firms

by Navatar Marketing | Feb 5, 2026 | News & Press Release, Private Equity

  LONDON and NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) — Navatar today announced the launch of an AI-powered CRM operating model designed specifically for private equity firms, enabling deal teams to run origination, diligence, execution, and investor...

Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce

by Navatar Marketing | Dec 4, 2025 | M&A, News & Press Release, Private Equity

LONDON and NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) – Navatar, the leading CRM platform for private markets, today announced a strategic partnership with Inven, the AI-powered platform for discovering and analyzing private companies. The partnership integrates...
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