Our Thinking: Blogs, Webinars & Insights for Private Markets
How to Choose a Private Equity CRM in the Age of Claude AI
Learn how to choose a private equity CRM in the age of Claude AI. Explore seven key evaluation criteria, including relationship intelligence, document access, bidirectional Salesforce MCP connectivity, AI-driven deal execution, and data governance. Discover how Navatar …
Claude, Salesforce MCP, And Navatar: Connecting Research And Deal Execution For Private Equity And M&A
Navatar connects Claude and Salesforce CRM through bidirectional Model Context Protocol (MCP) capabilities. Private equity and M&A teams can bring AI-assisted business development research into Navatar, retrieve updated deal and relationship information in Claude, a…
Navatar Connects Claude And Salesforce Through Bidirectional MCP For Private Equity And M&A
Navatar announces bidirectional Salesforce Model Context Protocol (MCP) capabilities connecting Claude with Navatar CRM. Private equity and M&A professionals can bring AI-assisted research and business development activities into supported CRM records, retrieve upda…
Claude + Salesforce for Private Equity and M&A: The AI Deal Operating System
Claude answers questions. Salesforce stores records. Navatar brings them together into an AI Deal Operating System that helps private equity and M&A firms capture activity, preserve deal context, and automate the follow-up that moves every deal forward.
Navatar Turns Claude and Salesforce Into a Live AI Deal Engine for Private Equity and M&A
Navatar has announced new AI capabilities that turn Claude and Salesforce into a live AI Deal Operating System for private equity and M&A firms. By connecting activity across Claude, Outlook, Salesforce, and market-data sources, Navatar’s AI agents enrich records, c…
Navatar Introduces a Governed AI Framework for Private Equity and M&A
Navatar introduces a governed AI framework that helps private equity and M&A firms use Claude and Agentforce with greater control, security, and governance over sensitive CRM and deal data.
Navatar Introduces Governed AI Framework for Private Equity and M&A, Combining Salesforce CRM, Agentforce and Claude
Navatar introduces a governed AI framework for private equity and M&A, combining Salesforce CRM, Agentforce and Claude to help firms work with AI while maintaining control over CRM data, workflows, and relationships.
Navatar Launches Claude-Native Deal Engine for Private Equity and M&A Advisory Firms
Navatar’s Claude-native deal engine combines Claude AI, Navatar CRM, Navatar AI, and Salesforce Agentforce to help private equity and M&A firms streamline deal origination, relationship intelligence, and investment workflows with secure, AI-powered automation.
Navatar Launches Claude-Native Deal Engine for Private Equity and M&A Advisory Firms on Salesforce CRM
Navatar launches a Claude-native AI deal engine on Salesforce, enabling private equity and investment banking firms to automate deal sourcing, relationship intelligence, and investment workflows with secure, governed AI.
Why Corporate Finance Advisory Firms Need a Unified AI Operating Model
Corporate finance advisory firms are running multi-practice deal platforms on fragmented systems and siloed pipelines — and sponsors notice. Navatar’s AI-powered operating model on Salesforce gives firms a unified view of sponsor relationships, smarter origination, an…
Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce for Investment Banks and Consulting Firms
Navatar has introduced an AI-powered corporate finance advisory operating model built on Salesforce, purpose-built for investment banks and consulting firms. The platform unifies sponsor relationship intelligence, deal origination, and mandate execution across practices…
If Your Private Markets CRM Isn’t Doing These 7 Things in 2026, Trash It
Most firms can say “We have a CRM.” Very few can say it’s a real edge. In 2026, your private markets CRM should behave like an AI-powered operating model — not just a database with a modern UI. Here are the 7 outcomes CIOs and deal leaders should demand.
The M&A Advisory Firms Winning More Mandates Have Something in Common: AI at the Core
The M&A advisory firms winning today aren’t just better connected — they’re AI-powered. By embedding intelligence at the core of their operations, these firms move faster, uncover better opportunities, and execute with unmatched precision. Here’s how AI is r…
Navatar Unveils AI-Powered M&A CRM Operating Model for Investment Banks and Boutique Advisors
Navatar has launched an AI-powered CRM operating model for M&A investment banks and boutique advisors. The AI Deal Engine, built on Salesforce, automates deal origination, buyer research, and mandate execution – giving bankers real-time intelligence without the manu…
From Banker Lists to Always On Origination: How Private Equity Deal Sourcing Is Going Thematic in 2026
In 2026, private equity deal sourcing is evolving. Top firms are moving beyond traditional banker lists to always-on, thematic origination. By combining clear investment theses, AI-assisted company discovery, and structured CRM workflows, PE teams and M&A advisors c…
Private Equity & M&A Deal Sourcing: Winning the 2026 Origination Race
In 2026, sourcing isn’t just the start of the deal—it’s the deal. Learn how PE teams and M&A advisors can use AI on Salesforce to turn relationships, signals, and data into a continuously operating deal engine.
Why Alternative Asset Managers Need an AI Operating Model – Not Just Another AI Feature
Artificial intelligence is entering private markets, but most implementations remain incremental. The real opportunity for alternative asset managers lies not in another AI feature, but in adopting an AI-driven operating model that transforms CRM from a passive database…
Navatar Launches AI-Powered CRM Operating Model On Salesforce for Alternative Asset Managers
Navatar has launched an AI-powered CRM operating model on Salesforce designed specifically for alternative asset managers. Its new AI Deal Engine unifies sourcing, diligence, portfolio management, financing and investor engagement into a continuous intelligence layer.
Private Equity Has Outgrown Its Operating Model. Here’s What Comes Next.
Private equity firms don’t lack data they lack continuity. As deal velocity and complexity accelerate, CRMs designed to document activity after the fact are no longer sufficient. Navatar’s AI Deal Agent introduces an operating model designed for continuous intellige…
Navatar Launches AI-Powered CRM Operating Model for Private Equity Firms
Private equity deal teams are drowning in fragmented data. Navatar’s AI-powered CRM operating model replaces manual work with a single AI Deal Engine that continuously runs sourcing, diligence, execution, and investor engagement.
Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce
Navatar and Inven announce an AI-powered integration on Salesforce that accelerates deal sourcing for private equity and M&A teams with automated intelligence and real-time insights.
The Deal Dam Breaks: What Blackstone’s Blowout Quarter Signals for Private Equity and M&A
Blackstone’s record Q3 2025 earnings signal a turning point for private equity and M&A. Liquidity is returning, dealmakers are stepping in, and AI-driven insights are now essential to win deals.
India’s M&A Surge Meets AI Innovation: Navatar’s CRM Powers the Next Wave Driven By Private Equity
India’s M&A landscape is breaking records, fueled by private equity and global investors. Alongside, there are new challenges: fragmented data, larger cross-border transactions, and tougher compliance needs. Emerging AI-powered platforms like Navatar are giving de…
How Fed’s Rate Cut Impacts Private Equity and Investment Banks
The Fed’s rate cut is opening the door to a new wave of M&A activity. Learn how Navatar equips private equity firms and investment banks with the intelligence and tools to move faster and capture opportunities
How AI Is Powering the Private Equity Secondaries Boom
The private equity secondaries market has surged to record levels, fueled by AI-driven CRM solutions. Learn how Navatar helps firms manage complex deals, enhance transparency, and gain a competitive edge.
India’s M&A Boom Meets AI: Navatar Brings Salesforce-Powered Deal Origination CRM To Private Equity & Investment Banking Firms
Navatar introduces its AI-enabled, Salesforce-powered Deal Origination CRM for private equity and investment banking firms in India, aiming to streamline deal sourcing amid a rising M&A market.
As Private Equity Secondaries Market Surges, Firms Turn to Navatar’s AI-Powered CRM For Salesforce to Master Global Deal Flow
Navatar’s AI-powered CRM is seeing unprecedented adoption in the private equity secondaries market. The platform helps firms streamline deal management, boost efficiency, and gain a competitive edge as AI transforms the alternatives investment landscape.
Navatar’s Perspective On McKinsey’s Private Markets 2025 Outlook: How Alternative Asset Firms Can Turn AI + CRM Into Advantage
McKinsey’s 2025 report shows private markets are shifting towards operational value creation. See how Navatar’s AI-powered CRM helps firms adapt and capture this shift.
Winning Deals Without the Brand: How Small Firms Compete in Real Estate
Small real estate firms are winning against mega-funds through speed, strong relationships, and sharper execution. Learn how technology like Navatar levels the playing field.
Don’t Blame the AI: Why Private Equity CRMs Keep Failing To Deliver Value
Private equity firms can’t unlock AI’s value with broken CRMs. Learn why structure first, automation second, and AI third is the winning formula.
Navatar Unveils AI Powered CRM That Meets M&A Advisors Where They Work From Outlook to Slack to CRM: Investment Banking’s First Truly Embedded Intelligence Platform For Salesforce
LONDON and NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE) — Navatar, the leading platform for private markets, today announced the launch of its next-generation, fully AI-powered CRM purpose-built for M&A advisory firms. The new platform combines intelligence,…
Policy Risk, Pricing Volatility & Tech in Real Estate
Interest rates get the headlines—but tariffs, labor shortages, and immigration policy are quietly reshaping real estate margins. This blog explores how Navatar helps investors respond.
Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity’s First Truly Embedded Intelligence Platform For Salesforce
LONDON and NEW YORK, July 23, 2025 (GLOBE NEWSWIRE) — Navatar, the leading cloud platform for private equity and investment banking, today announced the launch of its next-generation, fully AI-powered CRM. Designed to meet the fast-evolving needs of private capital…
Multifamily’s Next Cycle: Valuations, Supply, and the Tech Edge for Real Estate Investors
As market headwinds shift, multi-family investors are rethinking valuations and navigating tight supply. This blog explores how forward-thinking firms are using tech to gain a competitive edge, streamlining pipelines, unlocking data, and staying ahead in the next cycle.
The Bold New Navatar: Salesforce-Based CRM for Modern Private Equity, Alternative Assets, and M&A Advisory Firms
Legacy CRMs weren’t built for today’s dealmakers. Navatar’s reimagined Salesforce-based CRM empowers Private Equity, Alternative Assets, and M&A Advisory firms with AI-driven insights, adaptive workflows, and a smarter way to win deals.
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…
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…
Sector Focus Is Driving M&A Deals — Navatar Turns Salesforce CRM into a Sector Intelligence Machine for Investment Banks to Win Deals
Investment banks have long struggled with CRM systems. Many firms turned to Salesforce and similar platforms, expecting to streamline dealmaking, improve data capture, and build institutional memory. The reality? Low adoption rates, minimal deal impact, and a clunky…
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…
50% of Private Equity Firms Miss Out On Off-Market Deals
With off-market channels more important than ever, here are four ways to harness the power of your network for quality deal flow.
Why 4 Out Of 5 Private Equity Firms Are Hiring Business Development Pros
Read why private equity Biz Dev experts are being turned to for their tech expertise in light of increased deal competition.
Navatar Launches Limited Partner (LP) Investment Platform for Institutional Investors
Navatar, the connected growth platform for alternative assets firms, launched a first of its kind investment platform built specifically to help limited partners evaluate investment opportunities and manage their investments across funds. Navatar Limited Partner…
The Easily Avoidable Mistake That Private Equity Managers Break When Engaging M&A Advisors
GPs are busy people, but unanswered emails or phone calls could be damaging your banker relationships and costing you deals.
Navatar Group’s Corporate Development (M&A) Cloud CRM for Improving Deal Sourcing Now Available on Salesforce.com’s AppExchange
Corporate buyers, flush with cash, are looking for deals to support growth plans. Navatar Corporate Development CRM now provides an easy way to increase deal flow and expand intermediary relationships, without increasing personnel and overhead. Used by strategic…