Navatar is a dynamic CRM platform, leveraging Salesforce's Einstein capabilities, to revolutionize the entire deal lifecycle, spanning from the initial sourcing of deals to their successful closure. This powerful platform offers integrated workflows that encompass investor relations, deal management, fundraising, and virtual data rooms. Navatar's value is further enhanced by its extensive range of integrations with everyday applications and third-party data providers, enabling streamlined and more efficient processes. Specifically designed to cater to Private Equity IR teams, Navatar provides solutions for relationship management, deal and pipeline management, deal sourcing, investor relations, fundraising, and business development. Additionally, it offers a Portfolio Company Monitoring module to enable real-time monitoring of KPIs for portfolio companies.
Simplifying Private Capital Raising for Financial Firms with an Integrated Platform.
Your Gateway to Tailored Salesforce Solutions in Europe and Asia
Unleashing the Power of Precision in Investment Management.