Our Thinking
Eight Questions That Alternative Asset Fund Managers Must Ask Before Hiring a Placement Agent
Questions on LP access and interest alignment are among the critical questions GPs should ask placement agents before fundraising.
How Private Equity Professionals Can Leverage Their Own Network Connections Using CRM
Investment Professionals value their network. One of the challenges deal makers face is figuring out which of their connections could be relevant in the context of an early stage active deal or for longer-term proprietary opportunities. During the normal activities of...
Why M&A Advisors Struggle To Create Institutional Memory In Their CRM
Investment bankers have been busy with meetings in this hot M&A market ($2.5 trillion of deals in the first half of the year alone). Most of the meetings uncover valuable information related to potential opportunities and buyers – however, a lot of this data,...
Why It’s Hard To Measure Deal Flow Accurately In Your CRM
How many of your inbound deals end up languishing on email servers without ever making it into a CRM? 10%, 50%, 90%? Whatever the number, the reality is that virtually no private equity or corporate development firm is capturing 100% of its deal flow for totally...
A Private Equity Blueprint to Outbound Business Development
Your business development efforts include logging calls and tracking relationships through CRM, but few deal teams have deployed a scalable outbound engine that prevents missed opportunities. While today’s systems are designed for relationship management, what you...
ICF Selects Navatar’s Corporate Development Software for Deal and Relationship Management
ICF (NASDAQ: ICFI), a global advisory and digital services provider, has selected Navatar’s Corporate Development Software to aid in its sourcing, relationship management, pipeline tracking and deal management. “We are excited to partner with Navatar and bring their...
Corporate Development Software: A ‘Relationship Trap’ for Dealmakers?
Corporate development teams now realize they can’t get out of their relationship management systems what they actually need. That’s because corporate development software today does a marvellous job of managing relationships, or deal activity, but often as separate...
Using Excel to Power Your Private Equity CRM
We’ve designed our private equity software to combine the best of both worlds – dealmakers can enter data using Excel or our Excel-like interface, which is synced to our CRM. Here’s a quick look: 1. Keep using Excel – No need to change your current workflow. Keep using Excel to track and edit your Monday […]
Private Equity Has A Golden Opportunity to Tap VC-to-PE Buyouts
Now that one in five venture capital exits goes to private equity, the industry has a golden chance to tap the ballooning VC-to-PE deal pipeline for exclusive referrals . By October of last year, private equity sealed more than 800 deals from this emerging channel, representing nearly $50 billion in deal volume. Thanks to an […]
Your Network Has Hidden Deal Connections. Here’s How to Find Them.
Mobilize your network for dealmaking. See how you can harness your network to find warm intros to investors and target companies.
Your Private Equity Firm Figured Out How To Operate From Home. Now What?
You need more than just Zoom. Here are 5 ways PE firms can digitize their operations to improve collaboration, deal sourcing & IR.
Arcis Capital Partners Selects Navatar Edge for Technology Growth Equity Deal Sourcing and Investment Process
Arcis Capital Partners, a New York City-based growth equity investment firm focused on investing in US technology companies, has chosen Navatar Edge to be its end-to-end deal and investor relations platform, covering its fundraising, business development, deal...
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.
Private Equity’s New Path to Off Market Deals
Top industry experts discuss how to maximize the value of your networks across asset classes, sectors and investment strategies.
New Path to Off-Market Deal Flow to be Trailblazed by Private Equity Thought Leaders in Upcoming Navatar Roundtable
With the economic downturn foreboding a freeze in deal churn, Navatar has brought together some of private equity's leading thinkers to discuss best practices for identifying off-market opportunities. The industry sits on top of $1.5 trillion in dry powder, and...
Yes, Your Deal Platform Can Impress SEC Inspectors
SEC examiners test private equity firms on every small detail. Find out how a deal platform can help your firm get ready for an exam.
The ‘Networking Wall’ Costing M&A Bankers Deals
If the right business development data bridges you to new deals, insufficient data blocks you from them. This “Networking Wall” prevents you from seeing which events, referral sources and prospects represent your best opportunities. The result is millions in potential...
Introducing the First AI Platform for Private Equity Deal Sourcing
Artificial intelligence has arrived in the private equity world. You can now reap unprecedented business intelligence and automation – helping you uncover new sources of deal flow and generate smart action plans for winning deals. In this webinar, Navatar provides a...
Introducing The First AI Platform for M&A
Artificial intelligence has arrived in the M&A world. You can now reap unprecedented business intelligence and automation – helping you uncover new sources of deal flow and generate smart action plans for winning clients. In this webinar, Navatar provides a look...
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.
ESG Is No Longer Optional. What Every Private Equity Manager Should Know
GPs must now consider a host of ESG issues, from gender diversity to carbon emissions, or risk losing investor capital and deals.
What the ‘Data Revolution’ Means For Private Equity Deal Flow
Can the right data optimize deal flow? Most fund managers understand that it can, but remain uncertain how. GPs that get it right bring their marketing, business development and deal execution under one data management framework. In this webinar, Navatar provides the...
How A Smart Deal Platform Sharpens Your Dealmaking Edge
An edge in this competitive business comes from a) your industry relationships and track record and b) how your deal platform can turn information buried inside that track record into a potent weapon driving the best outcomes. Watch this webinar to see how Navatar...
Introducing Smart Deal Platform for Corporate Development
Even the perfect deal comes with due diligence challenges for corporate development teams. To obtain the appropriate sign-offs to move the deal forward, the team must become expert project managers with high levels of attention to detail, coordinating multiple...
Navatar 2.0. Your Deal Lifecycle Transformed.
Navatar is excited to announce our new M&A platform featuring the entire deal “prep to close” process. Below is a summary of the topics covered: Deal Prep: - Collaboration capability with client to create CIM, teaser, financial models, etc. - Built-in project...
Should You Hire a Business Development Professional?
Learn the pros and cons of hiring a dedicated deal originator, including hidden cultural and performance traps.
Six Fallacies of Proprietary Deal Sourcing
Two experts test your key deal sourcing assumptions, including how to enter boardroom meetings, on the back of fresh research.
Data Analytics and Technology is Reshaping Private Equity Deal Sourcing. Don’t Be Left Behind!
Learn how private equity dealmakers leverage new intelligence on intermediaries to get a jump on deals ahead of the competition
Introducing Private Equity’s Intelligent ‘Sourcing to Closing’ Deal Lifecycle
Learn how new private equity tech is optimizing dealmakers’ banker relationships and revolutionizing due diligence workflows.
Unveiling the New Navatar
A first look at our new interface and automated functionality for deal evaluation and due diligence.
Business Development 2.0. How Dealmakers Find Clients in the Digital Age
Cutting through the fog to find your next deal requires intelligent harvesting of prospect data and segmented lead nurturing.
Navatar to Unveil Business Development 2.0 to Showcase How M&A Dealmakers Find Clients in the Digital Age
New technology is alleviating an old pain point for dealmakers: how to simultaneously nurture hundreds, if not thousands, of prospects through the long sales cycle without losing sight of where their next deal is coming from. Navatar will showcase the platform that...
Private Equity’s New 80-20 Rule For Target Companies
Combining private market data with your own marketing intelligence is now critical to focusing your time on the right prospects.
Private Equity and Strategic Buyers Can Now Pinpoint Best Deal Opportunities From Expansive Target Company Watch Lists Using Navatar and PitchBook
Buyers managing watch lists containing tens of thousands of investment opportunities now have a better way to focus on the right target companies. Navatar, the dealmakers' mobile workflow platform, and PitchBook, the premier data provider for the private and public...
How Private Equity Firms Can Make the Most Out of Conference Networking
Optimizing your conference strategy leads to new networking opportunities, and ultimately shaking hands with the right prospects.
How Buyers Run Entire Deals From Their Mobile
Learn how remote buyers reach targets, collaborate with colleagues, sign documents and stay on top of deals from anywhere in the world.
How M&A Bankers Run Entire Deals From Their Mobile
Learn how remote bankers respond to buyer requests, collaborate with colleagues, sign documents and stay on top of their deals.
Navatar Releases Mobile Deal-Making Tech
The Deal's Alexandra Garfinkle interviews Navatar CEO Alok Misra about increased demand among dealmakers for mobile technology that allows them to stay on top of M&A deals and how new Navatar technology delivers. Link.
Navatar Now Provides Investment Bankers and Private Equity Fund Managers Ability to Run Entire Deals From Mobile Phones
When a potential buyer, seller or investor reaches out, dealmakers must act in real time. You cannot afford to wait to get to your laptop to respond to their requests, direct colleagues to take action, sign documents or to simply figure out what's happening on a deal...
Watch List 2.0. Deal Sourcing Revamped
Cold calling a list of target companies is dinosaur technology. Learn how top buyers are using new intel to improve deal sourcing.
Navatar Enables Private Equity And M&A Dealmakers To Closely Monitor Targets With The DataFox Deal Engine
Dealmakers struggling to find and prioritize great deals, monitor tens of thousands of target portfolio companies, and reliant upon emails, phone calls and internet searches to keep watch lists up to date, now have the ability to instantly know when a target company...
GPs Told They ‘Can’t Outsource Responsibility’ on GDPR
A fund's data controller has an obligation to ensure the vehicle is compliant with new regulations, managers were warned in an industry webinar hosted by Navatar. Link to news article.
Crossing the GDPR Finish Line as a Private Fund Manager
Industry experts discuss GDPR compliance, including data retention and marketing best practices, from the perspective of a GP.
Navatar Brings Together GDPR Compliance Experts for Private Funds Industry in Upcoming Virtual Roundtable
The General Data Protection Regulation (GDPR), a new EU law on data protection, is causing consternation in the private funds industry. While a growing library of GDPR compliance resources are becoming available, many requirements including appointing a general data...
Five Small Adjustments With Big Implications For Your Fundraising Game
Leaving the pitchbook untouched and other persistent fundraising fallacies may be hurting your chances at winning commitments.
Five Small Adjustments With Big Implications For Your Fundraising Game
The path to institutional capital can seem murky at best. With few clear guidelines – and few straightforward success stories – a number of common misconceptions about the fundraising process persist in the market. These notions were revealed in a recent survey...
How to Choose Marketing Automation Software If You Are a Private Equity Or M&A Advisory Firm
As PE and M&A firms become increasingly marketing savvy, they need a marketing automation software. We’re here to help.
How to ‘Moneyball’ Your Private Equity Deal Sourcing
Learn how leading GPs are using statistics and analytics to tap into an influx of deal flow data and source higher quality deals.
‘Moneyball’ Comes to Private Equity Deal Sourcing in Upcoming Navatar and Sutton Place Strategies Webinar
There is a steady increase in deals reviewed annually at private equity firms, but GPs still only capture an average of 17 percent of deal flow matching their investment criteria. Given that deal sourcing is a constant grind and critical to a fund's long-term success,...
Five Fallacies of Fundraising
When key persons should travel to meet cornerstone LPs is one of five ‘fallacies’ still made by GPs on the fundraising trail.
Navatar and KAP Group to Unveil Five Private Equity Fundraising ‘Fallacies’ in Upcoming Webinar
Fund managers are often oblivious to why a LP passed on their fund, often attributing it to a mismatch in the relationship when other less noticeable factors may have influenced the decision. Navatar and IR advisory firm KAP Group plan to unveil "five fallacies"...
Demystifying a Roaring Secondaries Market
Four private equity secondaries experts analyze the rapidly rising sector and predict what’s to come in 2018.
What London Private Equity Funds and M&A Boutiques Can Learn from Tech-Savvy New York Firms
Reading the fine print is one of three reasons why US investment firms seem to be more tech-savvy than their London counterparts.
Private Equity Secondaries Experts to Forecast 2018 Sector Trends in Navatar Virtual Roundtable
With the private equity secondaries market quickly soaring to a $40 billion industry, Navatar has gathered secondaries experts from ICG, Hollyport Capital, Greenhill and Proskauer to discuss what favorable fundraising conditions, new innovative deal agreements and...
How M&A Industry Specialists Are Gaining The Upper Hand in Business Development
Sector expertise is far more than just a selling point – it’s reshaping advisory firms’ entire business development strategies.
The Known Unknowns of Cross-Border M&A
Learn how M&A deal specialists are navigating easy to miss due diligence challenges when transacting abroad.
Navatar and ACG’s Virtual Roundtable to Uncover ‘Known Unknowns’ of Cross-Border M&A
At a time when cross-border dealmaking had its strongest start since 2007, Navatar and Association for Corporate Growth (ACG) have assembled a panel of industry experts that will uncover the "known unknowns" of transacting abroad. The complimentary virtual roundtable...
The M&A Market Has Specialized By Industry. Why Your Business Development Strategy Should Too.
Learn why using sector knowledge to create a more reciprocal relationship with prospects is vital to earning their business.
Top M&A Dealmakers to Reveal Formula for Deploying Industry-Focused Business Development Strategy, in Navatar Virtual Roundtable
Against a backdrop of increasing sector specialization in the M&A marketplace, Navatar is hosting a virtual roundtable to discuss how business development is becoming very targeted for each industry and even sub-industry. The complimentary virtual roundtable will...
M&A Boutiques Are Relying More on Industry Track Record Than Superstar Bankers, Navatar Survey Finds
More than half of M&A advisors consider sector reputation and track record as the number one criterion for business development.
What Private Equity & M&A Boutiques Can Learn From Big Banks’ Cybersecurity Failure
Private equity should look to banks’ data security problems first before attempting to build an on-site IT system.
The Science of Investor Communications
The hedge fund industry's top fundraising performers develop a communications strategy based on science, argues Navatar CEO Alok Misra, among other fundraising experts, in this feature-length piece. Link to news article.
New to the Cloud? Three Ways M&A Advisors Choose Software to Run Their Business
M&A advisors typically walk three paths when selecting a platform to manage deals and relationships. Learn the path right for you.
Dodd-Frank Repeal Vote May Revoke SEC Oversight of Private Equity
If passed, GPs may enjoy lower compliance costs, but significant downsides exist for debt managers and the investor relations team.
The Clot in Private Equity’s Lifeblood: Microsoft Excel
Limited history on past interactions with targets are among the four reasons Excel may be harming your deal origination efforts.
How Family Offices Win Direct Private Equity Deals
Two family office experts explore how the sector is using unique investment tactics to source and win private equity deals today.
GPs’ Five Blind Spots on the Fundraising Trail
Two veteran capital raisers share their best fundraising war stories and reveal what IR lapses may be blocking your final close.
Panel: Trump Won’t Dampen ESG Priorities
The election of Donald Trump won’t detract from fund managers’ responsible investment commitments, according to industry insiders. Speakers participated in a webinar on the subject of ESG hosted by private equity software business Navatar. Link to news article.
Finding Your ESG Mindset with Invest Europe
Experts from PAI Partners, KPMG and APG Asset Management showcase Invest Europe’s new industry ESG due diligence questionnaire.
How Financial Advisors Can Avoid Blowing Client Meetings
We show RIA professionals how the right cloud technology and processes can ensure that every client meeting runs smoothly.
Navatar and Invest Europe Partner to Help Private Equity Fund Managers Find Their ‘ESG Mindset’ in Upcoming Virtual Roundtable
Roughly one in four investors are now willing to reject a fund commitment based on environmental, social and corporate governance (ESG) principles. Leading private equity managers have responded by weaving ESG into their investment ethos, but many are still playing...
Alternative Asset Managers Heads Up! An ESG Wave is Headed to Your Mid-Market
A “responsible investment” trend that began at the top of the market is moving down due to these four market changing trends.
Three (Very Basic) Things Private Equity Firms Should Do More to Win Deals in 2017
Private equity firms are not leveraging enough their core strengths of relationship building and due diligence to compete for deals.
Five Ways Private Equity Firms Win Deals in a Crowded Mid-Market
Three mid-market veterans share their strategies for striking coveted deals amidst a surge in competition for transactions.
Top Private Equity Professionals To Uncover Five Secrets of Winning Deals in Crowded Mid-Market At Navatar Roundtable
Navatar, the connected growth platform for alternative assets firms, will host a virtual roundtable featuring three leading private equity professionals to discuss how firms can differentiate and compete for deals in an increasingly crowded middle market.
In 2017, Private Equity Faces its Greatest Test Yet
It’s getting tougher these days for private equity firms to source the types of deals they want. How should the industry respond?
Vishal Sikka Says Trump, Not Cloud, Will Hurt Infosys Margins
The Infosys boss should point to the cloud, not immigration policies, as the source of recent performance woes.
Segmenting the Investor Community to Boost Fundraising
We share exclusive research into LP wants, broken down by investor type, to help fund managers refine their fundraising strategies.
The Trump Effect: Questions Swirl on Private Equity Broker Dealer Registration
We ask four industry legal experts what new regulatory uncertainty means for private equity broker dealer registration.
Solving Private Equity’s Broker-Dealer Compliance Challenge
Four industry legal experts come together to debate, ponder and analyze a SEC crackdown on PE firms acting as unregistered brokers.
Why Harris Williams Predicts Corporate Development to Lose M&A Deals to Private Equity
Are corporate development groups set to lose M&A deal flow to private equity rivals? No, should they follow these best practices.
Send in the Clouds: Cloud Platforms for Hedge Funds
Cloud platforms are revolutionizing the way hedge funds manage their businesses. Navatar’s Alok Misra describes how the public cloud is designed to help hedge funds reduce the complexity of running multiple systems for managing their investors and investments. Link to...
How Strategics Can Avoid Losing Deals to Private Equity Buyers
Learn how strategics can outmaneuver PE rivals for deals with more discipline in their deal sourcing and negotiation practices.
The SEC Answers Five Lingering Questions On Private Equity Exams
Valuations, fees and cybersecurity were among the many issues we discussed with a SEC private funds examiner.
SEC Examiner Maryellen Maurer Discusses Exams, Fees, Expenses, Valuation and Cybersecurity
Navatar and ACG co-hosted a webinar, where they sat down with Maryellen Maurer from the SEC’s Office of Compliance Inspections and Examinations to discuss recent trends and updates in exams, fees & expenses, valuation and cybersecurity. Link to news article.
First Look at the Deal Room of the Future
Learn about the only virtual data room in market today that automates business development, deal origination and deal execution.
The SEC Staff Answers Your Burning Questions on Examinations
We sit down with a SEC examiner to ask tough compliance-related questions on cybersecurity, valuations, fees and disaster planning.
Business Continuity Planning: The SEC’s Next Private Funds Focus Area?
Speculation is building in the industry that business continuity planning is the SEC’s next exam focus area. We investigate.
How to Win Deals in an Uncertain Europe
Proventis Partners’ Ulrich Schneider argues Brexit and other EU headline risks should not deter buyers from tapping EU deal flow.
What Outsiders Don’t Get About European M&A Deal Flow
European M&A pros now fall into two camps: outsiders and insiders. And it’s insiders who look past headline risk for deal flow.
Navatar and ACG Partner on Virtual Roundtable with SEC Staff To Answer Questions on Tougher Private Equity Examinations
Against a backdrop of heightened regulatory scrutiny, Navatar is partnering with the Association for Corporate Growth (ACG) to organize a virtual roundtable with the U.S. Securities and Exchange Commission (SEC) to answer burning questions about today's tougher...
Improve Deal Flow: How Private Equity Firms Should Share Their ‘Sweet Spot’ With Sellers
Buyers want quality deal flow, but too often sellers don’t have a good sense of their investment criteria. Here’s the fix.
Why Buyers Must Redefine Their Intermediary Deal Sourcing Strategy
Four leading M&A advisors share with GPs how to improve outreach, capture their attention and ultimately win better deals.
What Every Alternative Asset Manager Should Know About Working With Placement Agents
We show how to find a placement agent that matches your needs and keep the relationship from souring once fundraising kicks off.
Moving Beyond Coffee: Unlock Deal Flow with Digital Marketing
CapX Partners’ Eric Starr shows how digital marketing techniques like blogging and email campaigns can generate exclusive deal flow.
Private Equity Fundraising: Seven Things You Didn’t Know About Working With Placement Agents
An overly ambitious fundraising schedule is among the few things GPs may not be aware their placement agents think.
Four Simple Tips for Private Equity Managers to Calculate Digital Marketing ‘ROI’
CapX Partners’ Eric Starr shares a few ways to tell if you’re digital marketing is actually increasing deal flow or fundraising.
Three Reasons Why LPs Are Finally Playing Catch-Up to Tech-Savvy Asset Managers
For different reasons, LPs have been slower than GPs to embrace new back-office technology. That’s now changing.
Why Every GP Should Consider the Power of Blogging
GPs that embrace the power of blogging unlock a platform to demonstrate their thought leadership and ultimately generate deal flow.
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...
Introducing the First Limited Partner Platform to Manage Investments
The platform, built specifically for LPs, allows you to manage, and optimize all of your investment activities from one screen.
Amid Performance Woes, the Hedge Fund Industry Wisely Turns to Investor Relations
The AIMA published an investor relations best practices manual that may be the antidote to recent performance struggles.
The New Rules for Investor Relations
Learn why fund managers need a systematic approach to engaging investors if they wish to shorten the fundraising cycle.
Three Basic Mistakes That Can Derail Cloud Software Adoption
Clunky data migration and inadequate training at the outset are among the traps to avoid when rolling out a SaaS product.
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.
Investor Relations Becomes the X-Factor in Alternative Assets Fundraising
To the surprise of many, the best performing fund managers are not necessarily the firms that raise the most capital.
Navatar expands its global footprint by opening an office in London
Navatar, the connected growth platform for financial services firms, expands its global footprint with the launch of a new office in London. The new office, located at 99 Bishopsgate in the heart of London’s financial district, will be used for sales and customer...
Fundraising: How Emerging Managers Become Emerging Leaders
With money flooding into alternative assets, how can GPs outside the top tier make sure they are not left behind? We explore how.
Eight Questions That Alternative Asset Fund Managers Must Ask Before Hiring a Placement Agent
The eight must-ask questions every firm should present placement agents before commencing fundraising.
Best Practices for Proprietary Deal Sourcing
Avoid auction deals by learning the psychology of approaching business owners and establishing a successful relationship.
Four Common Fundraising Myths Holding Back Your Capital Raise
Needing to perfect the marketing pitch are among the fundraising myths we tackle in this fundraising best practices presentation.
How Cascade Financial Advisors Became a Leader in Client Service Using RIA Cloud Technology
Learn how Cascade’s John Van Sant uses today’s technology to achieve consistent processes and improve his advisory business.
Don’t Lose the Deal: Why Proprietary Psychology is Different
Deal sourcing experts show you how to make the right first impression and figure out the best time to approach your target company.
Best-in-Class Strategies for Fundraising
We teamed up with a preeminent placement agent team to learn what groundwork must be completed before making a single investor call.
Johnsons Corporate Goes High Tech to Target 1000+ Buyers And Close M&A Deals in 5-8 Months
The M&A advisory firm pioneered the ‘Six Stage Sale’ process to systematically cast a wide net when seeking buyers for businesses.
Navatar M&A Product as a Finalist in International M&A Awards
The M&A Advisor is pleased to announce finalists of the 8 [th] Annual International M&A Awards. Navatar, one of the world's leading connected growth platforms for M&A advisory and alternative assets firms, was named a finalist in the Cross-Border Product...
The Future of The IT Bubble And CIO In The Age Of Cloud And Mobile
The best IT leaders focus more on innovation and less on just “keeping the lights on” in the age of cloud computing.
How Cascade Became a Leader in Client Service
Learn how the leading Denver-based firm created a top-notch service in client on-boarding and other key client service areas.
How IR-Savvy Asset Managers Outperform Other Fundraisers By 4 to 1
To the surprise of many, the best-of-breed IR communicators raise more than top investment performers by as much as 4:1.
Multitenancy: The Odd Sounding Cloud Tech Term that Changes Everything for Financial Services Firms
Learn why multitenancy allows software vendors to eliminate mundane, repetitive tasks and focus time instead on adding new features.
JLL Private Funds Advisory Boosts PERE Fundraising With Navatar Connected Growth Cloud Platform
Navatar (@navatargroup), one of the world's leading connected growth platforms for financial services firms, today released a case study featuring JLL Private Funds Advisory Group. The 20 member JLL Private Funds Advisory team uses proprietary investor intelligence...
Public Cloud Provides Most Data Security For Financial Services Firms
We make the argument that a small IT team can never build the level of data security that salesforce.com or amazon can.
Meg Green & Associates Describes How Financial Advisor Cloud Technology Helps Them Lead in Client Service at T3 Wealth Conference
Meg Green head Todd Battaglia uses Navatar for improvements in three critical areas: time efficiency, scalability and compliance.
Using S&P Capital IQ and Navatar to Boost Business Development for M&A Advisory Firms
We integrated S&P Capital IQ’s high quality data with our powerful M&A workflow tools to scale the M&A business development process.
S&P Capital IQ data + Navatar Salesforce Boosts Private Equity Deal Origination
Navatar integrates with S&P Capital IQ to help you achieve double, even triple digit improvements in outbound deal sourcing.
How Financial Advisors Can Avoid Blowing Client Meetings
There is nothing advisors want to avoid more than to look bad when getting in front of clients. Here’s how to fully prevent it.
The Fix for the Vix: How Financial Advisors Can Manage Client Volatility Anxiety
We show how VAX, an easily deployed tool, can help you better manage the varied emotional states produced by volatile market events.
Alternative Assets Fundraising: Investor Relations Matters More Than Fund Performance
GPs who establish trust through communications and support appear to be more successful at raising money than all others.
Incoming. More stomach-churning volatility today means more worried client calls.
Our new tool enables an advisor to segment their client base and personalize communications based on how fearful they may be.
Navatar Introduces VAX: New Way to Help Financial Advisors Manage Investor “Volatility Anxiety”
Navatar (@navatargroup) one of the world's leading growth platforms for asset management, investment banking and wealth management, today announced the launch of VAX, a rating system that helps wealth advisors better manage the anxiety clients experience during...
Smaller Private Equity Funds Well Positioned to Exploit Fundraising Boom
Smaller funds can gain an inherent advantage over larger funds by staying nimble and utilizing state-of-the-art technology.
Will Financial Advisors Increase Allocation to Alternative Asset Funds?
If so, advisors must leverage tools and technologies that establish them as leaders as well as open up the right opportunities.
Allegiance Capital Gears Up For Strongest M&A Year 2015, Helped by Navatar’s Investment Banking (M&A) Cloud Platform
David Mahmood has grown Allegiance Capital (@AllCap) into one the most active and dominant middle-market investment banks in the world. Allegiance has closed on hundreds of transactions ranging up to $150 million in value, through their global network of deal...
How to End CRM Torture for Financial Advisors
It’s a must-have for an advisory practice, but most advisors still wrestle with relationship management software. Here’s the fix.
Fund of Funds Platform to Manage Investors and Investments
Learn how the Navatar Fund of Funds platform provides you total control over your deal pipeline, investments and prospects.
A Cloudburst of Financial Advisor CRM Options – What to Look For
The three critical things financial advisors should keep in mind when looking for new software in today’s cloud-centric world.
Cloud Technology Gives Managers an Operational Edge
Navatar Group, the leading provider of cloud-based CRM solutions to Wall Street, has seen a 50 percent increase in adoption among hedge fund managers over the last 12 months. Link to news article.
Boutique M&A Advisory Firms Challenge Large Investment Banks
Link to news article.
For Private Equity Funds, Perfect CRM May Be The Enemy of Good CRM
The truth is CRM isn’t that complicated or expensive anymore. We argue gone are the days of writing big checks for software.
G2 Capital Advisors Adopts Navatar Mergers & Acquisitions (M&A) CRM
Navatar Group (@navatargroup), a premier cloud provider for financial services, today announced that G2 Capital Advisors, a middle market investment banking & M&A advisory firm, has deployed Navatar's M&A Cloud and Navatar Deal Connect to manage their...
Can Cloud Computing End CRM Torture for Financial Advisors?
Wealth managers are struggling with CRM, even though they are an attractive market for CRM providers. Look at any industry blog and you’ll see stories about RIAs and independent advisors, who are sucked into becoming CRM mechanics. They continue to pay CRM providers...
Technorati: Navatar’s Cloud Computing “Disrupting” Financial Services Industry
As Technorati reports, Navatar has produced some “groundbreaking” technology that “has all the markings of being a disruptive, game changing one” for the financial industry. How is Navatar’s technology disrupting Wall Street? By providing CRM systems with built-in...
Is Cloud Computing Secure for Financial Services Industry?
My recent article for Seeking Alpha predicts a significant uptick in cloud adoption in financial services, thanks to the arrival of industry-focused cloud providers, improving trust in cloud security, and a bunch of other factors. Not everyone agrees. Dissenters...
Are Private Equity Deal Makers Seeing Increased Competition?
"Competition is heating up in the world of private equity," says William Alden in his Dealbook article. According to him, private equity executives are noticing an increase in competition for deals in the last year or so. Several say that, in the face of competing...
Is Cloud Adoption Increasing In Financial Services?
Link to news article.
Vertical Cloud Computing Providers Arrive for Financial Services Industry
The cloud’s main story so far has been one of horizontal providers, such as salesforce.com, Microsoft and Amazon, offering one-size-fits-all solutions. While these providers had some success in the financial services sector, their products weren't specialized enough...
Will 2014 be the Year of Vertical Clouds?
Link to news article.
Wall Street: Simplifying CRM in the Cloud
With cloud computing it's the vendor's responsibility to fix any problems, which cuts costs and increases convenience. Link to news article.
Navatar Group Releases Corporate Video
Navatar Group (@navatargroup), the nation's leading cloud computing company for Wall Street, today announced the release of its corporate overview video, detailing its product offerings and industry leadership position in cloud computing for financial institutions....
Navatar Group Launches Virtual Data Room Integrated with its Cloud Computing CRM
Navatar Group (@navatargroup), the industry cloud provider for financial services, today announced the launch event for Navatar Investor, the next generation LP Portal, to help fund managers market their funds and manage their relationships with investors, like never...
Navatar Group Launches Venture Capital (VC) CRM for Cloud Computing
Navatar Group (@navatargroup), a premier cloud provider for financial services, today announced the release of Navatar Venture Capital CRM to help venture funds manage their investors, funds, intermediaries and investment opportunities. Navatar Venture Capital CRM,...
Are You Using an Older Version of Salesforce.com’s Service?
Link to news article.
Are You Using an Older Version of Salesforce.com’s Service?
The answer is - it isn't possible. "No one's ever on an old version of Salesforce.com because Salesforce.com is multitenant, that is everybody shares the same servers, so when those servers are upgraded, everybody's upgraded." So naturally, when a perplexed customer...
Strategic Buyers Increase Media M&A Activity
According to a survey released today by M&A firm AdMedia Partners, an overwhelming majority (81 percent) of senior executives at leading content, marketing services and marketing technology companies believe mergers and acquisitions by strategic buyers in the...
Cloud Computing & Salesforce Expands Into Financial Services Firms
Susan Wright of Investment Underground interviewed me about the rapid increase in the adoption of cloud computing on Wall Street. Yes, it's happening. It's not surprising since financial firms have never been afraid of new technologies. What has also helped us is the...
Private Equity Deal Sourcing & M&A Relationships Are About Quantity in a Cloud Computing World
My investment banker buddy at Morgan Stanley insists that dealmaking has always been about fewer quality relationships, and will remain so. Not everyone agrees, though. An increasing number of dealmakers today are taking a very different approach to relationship...
On-Premise to On-Demand: Product Migration or Business Transformation
Learn to avoid common mistakes and experience a successful business transition to SaaS from the ISVs that have been down that road.
Force.com As Your Key to the Cloud Kingdom
Should your firm move to the cloud? In this guide, we answer whether you should and if Force.com should be your vehicle there.
Evolution Capital Partners Adopts Navatar Private Equity CRM for Cloud Computing to Help Small Businesses Grow
Navatar Group (@navatargroup), a premier cloud provider for financial services, today announced that Evolution Capital Partners (@evolution_cp), a Cleveland based small business private equity firm, has successfully adopted Navatar Private Equity CRM to manage their...
Top 10 Mistakes Architects Make When Building a Force.com Application
Force.com is a paradigm shift and so requires a different way of architecting and building your application to experience success.
Is Oracle’s Cloud Multitenant? Does It Matter?
Meg Bear of Oracle, who manages their Cloud Social Platform, hammered multitenancy in her post "Multitenancy and Other Useless Discussions," on Oracle's blog. She says "multitenancy doesn't matter ... in the same way that your VHS player having progressive scan...
Cloud Computing Takes Shape Over Wall Street
Cloud computing has made its way onto Wall Street. Firms on Wall Street are now adopting cloud computing practices. This new development follows the recent trends surrounding cloud computing as an increasing number of businesses, educational institutions and...
Cloud Computing Wave Takes over Wall Street Firms
Link to news article.
Navatar Bringing Cloud Computing for Investment Banking & Asset Management to Latin America
Alternative Latin Investor highlights Navatar's role in bringing the cloud to the capital markets and investment banking world in Latin America, in a recent article. "Foreign market leaders such as Fidessa, Direct Edge and Navatar are challenging local providers in...
Navatar Private Equity CRM and Hedge Fund CRM for Salesforce Cloud Featured in Hedgeweek
Hedgeweek and Private Equity Wire mention the work Navatar is doing in bringing cloud computing to the alternative asset world, in their latest article that they interviewed me for. "US-based Navatar Group is a leading provider of cloud computing for Wall Street...
Navatar Pushing Cloud-Based Technology to Provide Alternative Investment Managers with Comprehensive Data Integration
Navatar is a leading provider of cloud computing for Wall Street firms, but increasingly that client base is widening out to alternative investment managers as they start to fully appreciate the benefits of cloud systems and how it can streamline their operations....
Can Salesforce.com or Navatar Help Alternative Assets Avoid Hurricane Sandy Problems?
Hurricane Sandy appears to be heading toward a major area for Private Equity, Hedge Fund and VC's, the Mid-Atlantic and Northeast. The big storm could bring power outages and flooding along with other damage the beginning of this week. For those alternative assets...
Trend Capital Adopts Navatar Hedge Fund CRM for Cloud Computing, to Manage Investor Relations and Fundraising
Trend Capital, a Greenwich Connecticut based global macro hedge fund, has deployed Navatar Hedge Fund Cloud to manage its fundraising and investor relations. Navatar Hedge Fund Cloud helps manage operational functions, including investor subscriptions and redemptions,...
Financial Firms, Salesforce.com and Thumb Drives in Iran
The New York Times today talks about America's cyber attack on Iran and about duping someone into inserting malicious code. A hard trick because the computers running Iranian centrifuges were physically isolated from the Internet. "It turns out there is always an...
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...
How Cloud Computing & Salesforce.com are Setting New Rules for Private Equity
New technologies have allowed firms with less resources relative to larger players to effectively compete for deals and fundraising.
Will India Produce Indigenous Cloud Computing Providers?
The interest level around cloud computing is already on the rise in India. Several global and local software players have been going all out to get attention, by making the one pitch that everyone wants to hear - lower TCO. However, it still hasn't resulted in very...
Firelake Capital Adopts Navatar Private Equity CRM Built on Salesforce.com
Navatar Group, a global cloud service provider, today announced that Firelake Capital, a California-based private equity firm, has selected Navatar Private Equity Cloud to manage their fundraising, deal flow, portfolio and capital calls/distributions. Navatar Private...
Private Equity Deal Sourcing – Where is the 800 Pound Dealrilla of M&A Opportunities?
If you haven't noticed middle market private equity dealmakers trolling for deal flow these days, just join the cocktail hour of an industry networking event. Buyers, sellers, intermediaries (and others) frantically seek each other at these events, exchanging business...
Parker Harris Discusses Early Days of Salesforce.com
Cloud computing is the white-hot topic in information technology and salesforce.com is the leader in enterprise cloud computing. It's incredible to consider, especially since when we started in 1999, the term cloud computing wasn't even used. We didn't have much in...
Salesforce.com ISV Mistakes #3 – Force.com As Your Key to the Cloud Kingdom
Customers never pay for upgrades The startup had done really well in their first year. They started with $500k of seed money, and the talented technical team launched the first version of the workflow management cloud product, built on Force.com, in 8 months. Their...
Arcapita Adopts Navatar Private Equity CRM Built on Salesforce.com
Navatar Group, a global cloud service provider, today announced that Arcapita, a leading international investment bank, has selected Navatar Private Equity Cloud to manage their fundraising, deal flow, portfolio and capital calls/distributions. Navatar Private Equity...
Amazon EC2 Dedicated Instances and Cloud Definition
Link to news article.
Boyne Capital Partners Adopts Navatar Private Equity CRM Built on Salesforce.com
Navatar Group, a global cloud service provider, today announced that Boyne Capital Partners, a Miami based private equity firm, has selected Navatar Private Equity Cloud to manage their fundraising, deal flow, portfolio and capital calls/distributions. Navatar Private...
Adara Venture Partners Adopts Navatar Private Equity CRM Built on Salesforce.com
Navatar Group, a global cloud service provider, today announced that Adara Venture Partners, a Madrid based private equity firm, has selected Navatar Private Equity Cloud to manage their fundraising, deal flow, portfolio and capital calls/distributions. Navatar...
Salesforce.com Mistakes #2 – Force.com As Your Key to the Cloud Kingdom
Here's another case study of a start-up that wanted to build a commercial cloud product. They haven't been able to launch their product. Unrealistic ROI expectation We've estimated that we should be able to sell 50,000 to 70,000 subscribers in 3 years, asserted the...
Salesforce.com Mistakes #1 – Force.com As Your Key to the Cloud Kingdom
The following is a real case study of how an Independent Software Vendor (ISV) failed in their attempt to launch a cloud product. Building a consulting practice instead of a cloud product I hold you responsible for not telling me earlier that this would cost so much,...
‘Force.com As Your Key to the Cloud Kingdom’ Included in CIO Magazine’s Top Reading List
"Ever get the nagging feeling there's something important you've overlooked? This book can help make sure you've thought everything through before you jump into the cloud." These comments are excerpted from the March, 2011 CIO Magazine "What We're Reading" list,...
CIO Magazine Highlights Alok Misra’s Book
Ever get the nagging feeling there's something important you've overlooked? This book can help make sure you've thought everything through before you jump into the cloud. After a quick overview of Salesforce.com and some implementation hypotheticals, the book moves on...
Are You Wasting IT Services Dollars In Cloud Computing?
The premise for my latest InformationWeek article, How To Reduce IT Service Costs In The Cloud, is that companies are paying unnecessary consulting and support fees for cloud apps, increasing their total cost of ownership by upto 50%. Several commentators disagree -...
15 Memorable Cloud Computing Quotes
Link to news article.
Will Infosys and TCS be Indian Cloud Computing Winners in 2011?
I was reading this story in a newspaper today: Indian firms go missing on the big cloud stage-show . According to the article, all top Indian IT firms have had teams of engineers working on cloud offerings for two or more years, but are yet to achieve global...
Is Multi-Tenancy an Essential Attribute of Cloud Computing Service?
So if you're an ISV targeting large enterprise customers, an easier option may be not to be multitenant, so you can tailor for each customer's unique needs. It's a perfectly valid (and maybe lucrative) business model. The issue is that eventually you will turn into a...
Is Multi-Tenancy Essential to Cloud Computing for Enterprise Customers?
Techno-Pulse started this debate, since a provider named Virtual Ark thinks otherwise. Here's an excerpt from their CEO's interview at Cloud Computing Journal: Marty Gauvin: No, not at all. Virtual Ark can manage dedicated instances of the application for specific...
Salesforce.com Transforms Government Volunteer Management Through Cloud Computing
If you're part of a Government agency that engages volunteers, you may be interested in this recorded webinar from HandsOn Connect and salesforce.com: Transforming Government Volunteer Management in the Cloud In this webinar, you will learn how HandsOn Connect, the...
Will Accenture & HCL Cloud Computing Be Powered by Navatar?
In Indian high-tech companies, employee relationships often tend to be transactional and attrition numbers are typically very high especially during good times. When I joined Navatar a couple of months ago, to lead engineering for the Cloud Computing Excellence Center...
Navatar’s Mutual Fund CRM in Salesforce.com’s Cloud Highlighted by Money Management Executive Publication
Money Management Executive magazine highlights Navatar Mutual Fund Cloud in its latest Operations & Technology Special Edition. Navatar Mutual Fund Cloud now makes it possible for a wholesaler to get CRM, Sales Reporting, Transfer Agent Data and much more for a...
Watching (and Measuring) Sales Performance – As It Happens
Navatar's mutual funds add-on to Salesforce.com lets managers see aggregate sales data from different regions of the country, by B/D firm or other overall measures. Link to news article.
O Multitenancy: Will Thy Survive Oracle?
Link to news article.
O Multitenancy: Will Thy Survive Oracle?
It surely takes someone as influential (and smart) as Larry Ellison, to be able to dismiss multitenancy as a "horrible idea.". Every customer being in the same database is a "horrible security model," Mr. Ellison says. With the likes of Oracle strongly attacking it,...
Navatar Group listed in Thomson Reuters Support Services Report & Directory
The future is here. Navatar Private Equity CRM, built on salesforce.com's cloud computing platform, is getting close to its first 100 private equity/VC customers - all in the space of 18 months. With Navatar Private Equity, your investor relations, fundraising, deal...
Multitenancy Helps Navatar Attack Vestiges of On-Premise Model
We forgot to mention our article about attacking the vestiges of the on-premises model with our free services.
Are Free Salesforce Implementations for Real?
Is there such a thing as a free lunch?? After Navatar made the announcement for free services for Salesforce, here are a just a few of several questions I received: "How will you make money?" "Free - Ha Ha..." "Very interesting ... still digesting what it means.." The...
Private Equity CRM Capital Calls Functionality Will Improve Productivity
You asked we delivered. You don't have to work long hours to manually calculate, create, print and deliver capital call notices anymore. Navatar Private Equity now also automates capital call and distribution processes, eliminating all the time consuming manual work...
Cloud Computing Killed Siebel – Will You be Next?
Everyone knows how salesforce.com crushed Siebel a few years ago, to become the de facto standard in CRM. What started with a win in the On Demand CRM battlefield, has now revolutionized the delivery of software through cloud computing. Legacy software vendors under...