Business introduction
The Premier Platform for Alternative Assets and Investment Banking
Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution
Navatar is the premier platform for alternative assets and investment banking firms. Used by hundreds of private equity funds, M&A firms, corporate development teams and other financial services companies, Navatar’s platform transforms the front office – marketing, investor relations, business development, deal management, deal execution, among other functions.
We are built on Salesforce, leveraging enterprise level security, availability, compliance and mobility capabilities that are critical to financial services.
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......
