Sales

sales@navatargroup.com

eusales@navatargroup.com

Placement Agent Fundraising CRM

The fundraising, relationship management and investor relations CRM that transforms ordinary advisors into leading placement agents.

Lead, Not Lag Competition

Better Engage Investors

Achieve faster fund closes by building intelligence on the LP community and creating structured processes for nurturing prospects. Know who to target first during fundraising.

Achieve faster fund closes by building intelligenc...

Achieve faster fund closes by building intelligence on the LP community and creating structured processes for nurturing prospects. Know who to target first during fundraising.

Earn Clients’ Trust

Easily manage multiples raises, conduct due diligence on advisors and generate performance reports to better focus your limited time on client needs.

Easily manage multiples raises, conduct due dilige...

Easily manage multiples raises, conduct due diligence on advisors and generate performance reports to better focus your limited time on client needs.

Leverage Institutional Memory

Develop intelligence and use it to your competitive advantage by tracking every interaction, and every fund, to grow your data and better manage your business.

Develop intelligence and use it to your competitiv...

Develop intelligence and use it to your competitive advantage by tracking every interaction, and every fund, to grow your data and better manage your business.

Establish a Metrics-Driven Approach

Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.

Evaluate your performance and success against peer...

Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More
Testimonials

We’re 100% more effective using Navatar as a sales tool.

Patrick Campbell, President, Perth Advisors

Investors are engaged 30 percent more often thanks to Navatar.

Phil Cocke, CEO, Partner Capital Group

Navatar is a very robust system for us that allows us to be more effective. It makes our lives easier.

Jane Morris, Founder, Liora Partners

Navatar provides us with the solid institutional memory we need to track personnel shifts as well as changes in investor appetite.

Brian Fitzgibbon, CEO, Fitzbiggon Toigo Associates

Patrick Campbell
Phil Cocke
Jane Morris
Brian Fitzgibbon

Our Thinking