Every meeting, call, and email is automatically captured and linked to the right firm, contact, or deal. Tiering rules and next-touchpoint alerts make sure your most important relationships never go cold — even if someone leaves the team.

Navatar’s relationship workflows are built for dealmakers. No admin. No reminders. Just intelligent nudges to help you stay relevant in every conversation.

Your Ecosystem, Modeled the Way You Actually Work

Private equity isn’t a simple buyer/seller dynamic — it’s a network of GPs, LPs, intermediaries, advisors, lenders, and portfolio execs. Most CRMs flatten these relationships into generic records. Navatar does the opposite.

Every firm type is structured with its own fields, logic, and reporting model — whether it’s tracking LP commitments, deal sources, or advisory roles. Parent-subsidiary hierarchies, affiliations, and board seats are modeled natively, giving you an accurate view of how everyone’s connected.

And because Navatar is fully mobile, your entire network — contacts, touchpoints, deal links, org charts — is always in your pocket. Whether you’re in the office, on a flight, or walking into a meeting, the intelligence travels with you.

You’re not just building a database. You’re building a living map of your market — and Navatar keeps it up to date.