Navatar is a cloud‑based CRM platform purpose‑built for private markets, including private equity, venture capital, investment banking, and M&A advisory firms. It leverages Salesforce as its underlying infrastructure, augmented with automated data capture, AI‑driven intelligence, and integrations with tools such as Outlook, Slack, and LinkedIn. The platform unifies deal, relationship, and investor information, reduces manual data entry, orchestrates complex workflows, and turns day‑to‑day activity into structured intelligence. Navatar provides granular search capabilities, collaborative workspaces, and mobile access, supporting teams in sourcing deals, building institutional knowledge, and maintaining investor relationships.

Key Features

AI‑Powered Intelligence Engine Automatically captures activity and converts it into usable intelligence.

• Extracts data from emails, notes, documents, LinkedIn, and third‑party sources
• Provides recommendations, alerts, and real‑time insights within Outlook and Slack

Automated Data Capture & Relationship Context Eliminates tedious data entry and centralizes interactions.

• Categorizes information by deal, company, person, sector, or topic
• Tracks and connects relationships and deal history across the firm

Deep Salesforce Integration Delivers enterprise‑grade CRM capabilities with minimal disruption.

• Built directly on Salesforce with added intelligence layers
• Integrates with Microsoft Copilot for secure private AI workflows

Granular Search & Knowledge Retrieval Enables fine‑tuned searches across detailed firmwide intelligence.

• Searches specific sentences or data points across all stored information
• Converts results into actionable, collaborative workstreams

Mobile Intelligence & Field Capture Supports always‑on access for deal and investor interactions.

• Records meeting data and contextual notes
• Provides mobile‑ready insights around companies, deals, and people

Virtual Data Room Integration (Navatar Investor) Built‑in document and investor‑relations capabilities.

• Secure file sharing, watermarking, automated permissions
• Syncs fundraising and investor documentation with CRM data

Benefits

Higher Dealmaking Efficiency Streamlines processes and reduces administrative burden.

• Eliminates manual data entry
• Automates workflow steps for deal execution and fundraising

Stronger Institutional Memory Unifies firmwide intelligence for better decision‑making.

• Connects all interactions, documents, and relationship details
• Helps teams qualify opportunities early and identify connections

Faster Access to Opportunities Provides real‑time alerts and market insights.

• Tracks comps, benchmarks, and buyer lists
• Surfaces early signals and coverage risks

Improved Collaboration and Transparency Enables teams to work efficiently across complex workflows.

• Dynamic shared workspaces
• Integrated communication via Outlook and Slack