AgenticPM

AgenticPM

Agentic Private Markets
Navatar

Navatar

Navatar Group
+
+

Related Products

  • Datasite Diligence Virtual Data Room
    715 Ratings
    Visit Website
  • CapLinked
    248 Ratings
    Visit Website
  • CrankWheel
    240 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • RallyFuel
    1 Rating
    Visit Website
  • eToro
    32,208 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Ansarada
    363 Ratings
    Visit Website
  • Gushwork
    29 Ratings
    Visit Website

About

AgenticPM is an AI platform for private markets, with purpose-built agents for private equity firms, transaction advisory teams and investment bankers. Deal Scout identifies and evaluates targets, maps markets and enriches target lists; Deal Advisor analyzes deal materials, supports due diligence and helps prepare investment cases and IC memos. Portfolio Monitor tracks portfolio-company performance and risks, while Exit Advisor supports exit planning and valuation analysis. Additional agents cover commercial, financial, operational, technology and restructuring diligence, as well as buy-side, sell-side, origination and capital-markets workflows. The platform analyzes company and deal information and can sync enriched targets to a CRM. AgenticPM is designed for deal sourcing, diligence, portfolio oversight and exit work. Users can request a free trial or schedule a demo.

About

Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private equity firms, search funds, family offices, investment banks, M&A advisors, transaction advisory and due diligence teams

Audience

Investment management firms, private equity firms, M&A firms, financial services firms seeking a tool to manage their operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Agentic Private Markets
Founded: 2025
United States
www.agenticprivatemarkets.ai/

Company Information

Navatar Group
Founded: 2004
United States
www.navatargroup.com

Alternatives

Alternatives

Categories

Deal Sourcing Supported
Due Diligence Supported
Private Equity Supported

Categories

Deal Sourcing Supported
Financial CRM Supported
Investor Relations Supported
M&A Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Not Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Not Supported

Integrations

Adobe Acrobat Sign Not Supported
Box Not Supported
Cirrus Insight Not Supported
Claude Supported
Conga Contracts Not Supported
Constant Contact Not Supported
Docusign Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
LinkPoint Connect Not Supported
Mailchimp Not Supported
PitchBook Not Supported
Preqin Not Supported
Salesforce Not Supported
SyncApps Not Supported

Integrations

Adobe Acrobat Sign Supported
Box Supported
Cirrus Insight Supported
Claude Not Supported
Conga Contracts Supported
Constant Contact Supported
Docusign Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
LinkPoint Connect Supported
Mailchimp Supported
PitchBook Supported
Preqin Supported
Salesforce Supported
SyncApps Supported
Claim AgenticPM and update features and information
Claim AgenticPM and update features and information
Claim Navatar and update features and information
Claim Navatar and update features and information