Audience
Investment management firms, private equity firms, M&A firms, financial services firms seeking a tool to manage their operations
About Navatar
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.
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Product highlights include:
- Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications
- Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing
- Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration
- Data Security: certified organization-wide for ISO 27001 information security standard
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Integrations
Company Information
Navatar Group
Founded: 2004
United States
www.navatargroup.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Navatar Frequently Asked Questions
Navatar Product Features
Financial CRM
Asset Management
Relationship Tracking
Account Alerts
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Team Assignments
Territory Management
