Navatar
HQ Address
90 Broad Street, New York, NY 10004, United States
Website Address
Business introduction
CRM for Private Markets
Navatar harnesses this intelligence for you. You just bring your A-game
Navatar is the premier investment management software provider for the financial services sector. We offer integrated workflows for investor relations, deal management, fundraising and virtual data rooms. Our products are used by a range of financial firms, including alternative asset managers, M&A advisors, corporate strategics and LPs.
The company was formed in 2004 to provide financial firms tailored cloud solutions, an unmet demand at the time. Today our products are used by over 600 firms, both small and large, in over 35 countries worldwide.
Navatar Solutions
Asset Management Cloud Software
Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Take total portfolio control Manage client holdings, commissions and more across different asset classes – including alternatives, mutual funds and credit – to simplify workflows and......
business needs
- Business Intelligence & Practice Management
- Market & Business Infrastructure
- Portfolio & Wealth Management Systems
CRM for Financial Advisors
Leave no client behind Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items. Scale your business faster Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Family Office CRM
Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Simplify portfolio monitoring Optimize your allocations by breaking down co-investments, private equity, hedge funds, VC and more. Drill into each asset class to view performance and......
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Portfolio & Wealth Management Systems
Fund of Funds Software
Gain fundraising traction Outpace rivals on the fundraising trail by building intelligence on LPs, creating structured processes for nurturing prospects and ultimately earning investors' trust. Optimize your engagements Institutionalize your IR strategy and stand out to investors using Navatar's proprietary relationship management workflows. Measure all touchpoints and leave no LP ignored. Leverage institutional memory Develop......
business needs
- Business Intelligence & Practice Management
- Market & Business Infrastructure
- Portfolio & Wealth Management Systems
Investor Portal
Scale your business faster The only virtual data room seamlessly combining relationship management with secure document exchange. Avoid having to export contacts or data from one system to another. Take control over fundraising Focus on investors with a high probability of committing, track investor activity and page views, easily generate capital calls and......
