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 is for
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 is good
- 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.
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.
Get started with Navatar
- 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.
Questions about Navatar
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.
Compared on investor relationship management software
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
- Portfolio tracking
- Yes
