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.

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Navatar Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support

Navatar Frequently Asked Questions

Q: What kinds of users and organization types does Navatar work with?
Q: What languages does Navatar support in their product?
Q: What kind of support options does Navatar offer?
Q: What other applications or services does Navatar integrate with?
Q: What type of training does Navatar provide?

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

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
IR Website Builder

M&A

Navatar Additional Categories