Our Thinking

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Book A Demo

Webinars

Using S&P Capital IQ and Navatar to Boost Business Development for M&A Advisory Firms

by Nicholas Donato | Nov 23, 2015 |

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

by Nicholas Donato | Nov 17, 2015 |

Navatar integrates with S&P Capital IQ to help you achieve double, even triple digit improvements in outbound deal sourcing.

The Fix for the Vix: How Financial Advisors Can Manage Client Volatility Anxiety

by Nicholas Donato | Sep 24, 2015 |

We show how VAX, an easily deployed tool, can help you better manage the varied emotional states produced by volatile market events.

How to End CRM Torture for Financial Advisors

by Nicholas Donato | Apr 2, 2015 |

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

by Nicholas Donato | Mar 23, 2015 |

Learn how the Navatar Fund of Funds platform provides you total control over your deal pipeline, investments and prospects.

How Cloud Computing & Salesforce.com are Setting New Rules for Private Equity

by Nicholas Donato | Dec 22, 2011 |

New technologies have allowed firms with less resources relative to larger players to effectively compete for deals and fundraising.

Next Entries »

Intelligence Matters in Dealmaking

The Navatar CRM platform for private capital markets turns your lost internal intelligence into a powerful competitive differentiator.The Navatar CRM platform for private capital markets turns your lost internal intelligence into a powerful competitive differentiator.