Venture Capital 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.
Venture Capital 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.
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. You must narrow down targets and time your moves by leveraging all available intelligence.
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.
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Automatically coalesces disparate pieces of information to paint a clearer picture of each opportunity
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Automatically connects all intelligence within each sector/subsector 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 investors 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 created 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 at targets
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…
How does a VC CRM help source high-potential startups?
A VC CRM centralizes sourcing channels while AI analyzes interactions, market signals, and historical patterns to highlight promising opportunities. Navatar helps teams identify warm introductions, avoid missed connections, and prioritize startups with the highest potential — faster and more consistently.
How important are integrations and flexibility when choosing a VC CRM?
Critical. VC firms rely on many tools and evolving processes. Navatar’s flexible, AI-enabled architecture integrates seamlessly with core systems while adapting to each firm’s unique workflow. AI reduces friction by automating data capture and keeping the CRM aligned with how teams actually work.
What are the key features of Navatar’s VC CRM?
Navatar combines customizable deal pipelines with AI-driven relationship intelligence, automated data enrichment, activity tracking, and advanced analytics. AI surfaces warm paths, engagement insights, and portfolio trends, while flexible customization ensures the platform evolves with your firm.
Which integrations does Navatar support?
Navatar integrates with Outlook, Slack, LinkedIn, DocuSign, and marketing platforms. AI ensures communication, collaboration, and document activity are automatically captured and connected within the CRM for complete visibility.
What should we consider when selecting a Venture Capital CRM?
Look for AI-powered relationship intelligence, workflow alignment, strong integrations, flexibility, and adoption support. Navatar delivers all of this in a secure, scalable platform designed specifically for VC operations.
How does a VC CRM improve deal flow management?
AI transforms deal flow management from tracking to intelligence. Navatar organizes the pipeline while highlighting priority deals, engagement gaps, and next actions — enabling faster, better-informed investment decisions.
News & Blog
Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce
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How Fed’s September’25 Rate Cut Impacts Private Equity and Investment Banks
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How AI Is Powering the Private Equity Secondaries Boom
The private equity secondaries market is reaching new heights, redefining how investors and firms approach deal making and portfolio management. Recently, transaction volumes and unrealized value have soared to historic levels, fueled by the widespread adoption of...
India’s M&A Boom Meets AI: Navatar Brings Salesforce-Powered Deal Origination CRM To Private Equity & Investment Banking Firms
MUMBAI, India, Sept. 17, 2025 (GLOBE NEWSWIRE) -- India’s mergers and acquisitions market has soared to nearly $41 billion this year, driven by landmark deals from Reliance, JSW Group, and Tata Sons. Private equity activity is at its highest in more than a decade, as...