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Navatar
What Navatar is
Navatar is a web-based CRM for private-market firms, built on Salesforce. It brings firm knowledge together with relationship records and market, company, and transaction intelligence to support deal and investor work. The system automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows. Its AI can identify opportunities, risks, and next steps, then initiate workflows such as outreach, approvals, and follow-ups.
For private equity teams, the CRM covers sourcing, diligence, execution, LP management, and portfolio oversight. Pipeline stages and next-best actions update automatically. Market intelligence can combine internal knowledge with public information and subscribed third-party data, including comparable transactions, valuations, and benchmarks. Navatar describes its AI as suited to structured, ongoing work, while Claude can support freeform reasoning and research under Salesforce Agentforce governance. Insights and automation are accessible through Outlook, Slack, or Navatar. The company says client data stays in its secure environment and is not used to train public models. Navatar serves deal teams, investor teams, and firm leadership across private equity, investment banking, private credit, venture capital, and hedge funds. Pricing is available on request.
Who it suits
Navatar suits deal and investor teams, as well as firm leadership, at private-market firms. Its listed markets include private equity, investment banking, private credit, venture capital, and hedge funds.
What it does well
- Automatically captures deal, company, investor, and relationship data.
- Tracks sourcing, diligence, execution, LP management, and portfolio oversight.
- AI surfaces opportunities, risks, next steps, and workflow actions.
- Combines firm knowledge with public and subscribed market information.
- Built on Salesforce and designed for customization and interoperability.
- Insights and automation are available through Outlook, Slack, or Navatar.
What to know first
- Pricing is available on request.
- The listed platform is web.
Getting started
- Visit the Navatar website.
- Book a demo or contact sales or concierge.
- Discuss pricing and the firm's CRM requirements.
- Use the web platform; Navatar lists access through Outlook, Slack, or Navatar.
Verdict
Choose Navatar if your firm needs a Salesforce-based CRM for deal and investor workflows, with automated data capture and AI-supported actions. Firms comparing costs will need to request pricing, and the listed platform is web.
Questions
How much does Navatar cost?
Navatar is paid, with pricing available on request.
What platform does Navatar support?
The listed platform is web.
Who is Navatar for?
Navatar lists deal teams, investor teams, and firm leadership. Its markets include private equity, investment banking, private credit, venture capital, and hedge funds.
What work can Navatar manage?
Its private equity CRM covers sourcing, diligence, execution, LP management, and portfolio oversight. It also supports deal pipelines, LP and investor records, portfolio tracking, and email sync.
What does Navatar connect with?
Navatar says it connects activity and signals across Claude, Salesforce CRM, Outlook, market-data sources, and deal workflows. Users can receive insights and automation in Outlook, Slack, or Navatar.
How does Navatar handle client data?
Navatar says client data stays in its secure environment and is not used to train public models. It says Claude is governed by Salesforce Agentforce, with confidential data shared only where a firm allows.
Facts from Navatar's own pages
- AI actions
- The company says Navatar can surface opportunities, risks, and next steps and trigger workflows, outreach, approvals, and follow-ups. · navatargroup.com, 7 Oct 2026
- AI controls
- Navatar says AI uses guardrails, validation, and completeness checks, and that Claude is governed by Salesforce Agentforce so confidential data reaches it only where a firm allows. · navatargroup.com, 8 Oct 2026
- AI research
- Navatar AI handles structured, ongoing work, while Claude can be used for freeform reasoning and research under Salesforce Agentforce governance. · navatargroup.com, 8 Oct 2026
- AI safeguards
- Navatar says its AI uses guardrails, validation, and completeness checks to help ensure accuracy and context. · navatargroup.com, 7 Oct 2026
- Automated capture
- Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows. · navatargroup.com, 8 Oct 2026
- Automation
- Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows. · navatargroup.com, 7 Oct 2026
- Built on Salesforce
- Navatar is built on Salesforce, which the company says supports customization and interoperability with other platforms and systems. · navatargroup.com, 8 Oct 2026
- Company history
- Navatar says it launched a purpose-built CRM for deal and investor pipelines in 2010 and describes a second generation in 2024. · navatargroup.com, 7 Oct 2026
- Deal workflows
- Its private equity CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically. · navatargroup.com, 8 Oct 2026
- Headquarters
- The company lists its US office at 90 Broad Street, New York, NY 10004. · navatargroup.com, 7 Oct 2026
- Integrations
- The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams. · navatargroup.com, 8 Oct 2026
- Intended users
- Navatar identifies private equity, investment banking, corporate development, private credit, venture capital, hedge funds, placement agents, family offices, and funds of funds among its markets. · navatargroup.com, 8 Oct 2026
- Market intelligence
- Navatar says its AI combines internal firm knowledge with public information and subscribed third-party data, including comparable transactions, valuations, and benchmarks. · navatargroup.com, 7 Oct 2026
- Pricing availability
- The official pages reviewed direct prospective customers to book a demo and do not state a price. · navatargroup.com, 8 Oct 2026
- Product
- Navatar is an AI-powered CRM for private markets that combines firm knowledge with external market, company, and relationship intelligence. · navatargroup.com, 8 Oct 2026
- Salesforce
- Navatar says its CRM is built on Salesforce and can be modified or enhanced and interoperate with other platforms and systems. · navatargroup.com, 7 Oct 2026
- Security
- Navatar says client data is never used to train public models and never leaves its secure environment. · navatargroup.com, 8 Oct 2026
- Support
- The company offers demo booking and lists sales and concierge email contacts on its website. · navatargroup.com, 8 Oct 2026
- Support contact
- Navatar lists [email protected] as a contact address. · navatargroup.com, 7 Oct 2026
- Workflow access
- Navatar says users can receive insights and automation inside Outlook, Slack, or Navatar. · navatargroup.com, 8 Oct 2026