AI-Powered Private Equity CRM
Legacy CRMs weren’t built for the pace of today’s AI-savvy private equity firm. Navatar reimagines CRM as an AI-driven engine for sourcing, fundraising, and value creation— automating data entry, connecting insights across teams, and surfacing what matters before your competitors see it.
Private Equity CRM
Today’s Private Equity market demands your A-game » which relies on proprietary intelligence » which must be collated from information you acquire from your network.
Navatar harnesses this intelligence for you. You just bring your A-game.
Your A-Game, Supercharged by AI
The best dealmakers don’t just track deals—they anticipate them. Navatar helps top private equity professionals play at the highest level—automating what others do manually, revealing insights others miss, and turning fragmented CRM data into firmwide intelligence. That’s your A-Game, powered by AI.
Navatar uses advanced AI to automate data entry, surface hidden relationships, and connect the dots across sourcing, fundraising, and portfolio management – so your team can outmanoeuvre, outconnect, and outperform.
Smarter Sourcing Starts With Better Intelligence
Proprietary relationships have always been your edge — but in today’s market, that edge is harder to maintain. Relying on teasers from intermediaries isn’t enough. To win early looks, your team needs a CRM that connects the dots across your network.
Navatar captures every meeting, email, and call — and enriches it with deal history, contact touchpoints, and firm affiliations. That means you’re never starting cold. You’ll know who knows the company, who’s already talking to them, and what’s been said — all in one place.
With Navatar, you don’t just track deal flow — you source smarter.
1
Reveal not just “who knows who” — but who’s actually involved in what
2
Unify emails, meetings, and notes to build a complete picture of every opportunity
3
Connect the dots across themes, firms, and contacts to improve qualification and timing
Automation That Keeps Relationships Warm — Without the Busywork
CRM hygiene shouldn’t depend on manual updates. Navatar tracks who you’ve spoken to, when you last connected, and when you should follow up — all without requiring your team to lift a finger.
Every meeting, call, and email is automatically captured and linked to the right firm, contact, or deal. Tiering rules and next-touchpoint alerts make sure your most important relationships never go cold — even if someone leaves the team.
Navatar’s relationship workflows are built for dealmakers. No admin. No reminders. Just intelligent nudges to help you stay relevant in every conversation.
Evaluate Every Opportunity With Full Context
Sourcing is only half the battle. Navatar helps you evaluate deals with confidence by surfacing everything your team already knows — and everything they might miss.
Before you even start diligence, Navatar reveals the full picture: who in your network has spoken to the company, what deals in the sector you’ve seen before, which experts and bankers were involved, and why similar opportunities were passed on.
Every touchpoint, note, and outcome across your firm is connected — giving you an institutional memory that spans sectors, themes, and teams. You’re not just evaluating a deal. You’re tapping into years of pattern recognition.
Your Ecosystem, Modeled the Way You Actually Work
Private equity isn’t a simple buyer/seller dynamic — it’s a network of GPs, LPs, intermediaries, advisors, lenders, and portfolio execs. Most CRMs flatten these relationships into generic records. Navatar does the opposite.
Every firm type is structured with its own fields, logic, and reporting model — whether it’s tracking LP commitments, deal sources, or advisory roles. Parent-subsidiary hierarchies, affiliations, and board seats are modeled natively, giving you an accurate view of how everyone’s connected.
And because Navatar is fully mobile, your entire network — contacts, touchpoints, deal links, org charts — is always in your pocket. Whether you’re in the office, on a flight, or walking into a meeting, the intelligence travels with you.
You’re not just building a database. You’re building a living map of your market — and Navatar keeps it up to date.
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firms
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
Fundraising & IR
Manage prospective investors and LPs and execute fundraising process
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning on deals
Segmented Workspace
Collaborate in dynamic workspaces for any tactical or strategic initiative
Product Features
Table Stakes
Who Knows Who
Identify which of your team members may have relationships at target firm
Deal Pipeline
Manage stages of your deal pipeline and generate management reports
Fundraising & IR
Manage prospective investors and LPs and execute fundraising process
Differentiators
Who Knows What
Understand details of every interaction with every relationship in your network
Create Deals
Automatically collate intelligence to create opportunities for early looks
Deepen Research
Cast a wide net for detailed research based on precise parameters
Delighters
Deal Positioning
Leverage knowledge-base of sector-expert advice for better positioning
Investment Thesis
Connect intelligence within each investment thesis to create early opportunities
Segmented Workspace
Collaborate in dynamic workspaces created for specific initiatives
You May Be Thinking…
What makes a Private Equity CRM different from a regular CRM?
A Private Equity CRM is purpose-built for relationship-driven deal-making, not transactional sales. It tracks deals, investors, portfolio companies, and complex multi-party relationships across the investment lifecycle. Unlike generic CRMs, a PE CRM embeds AI to automatically capture interactions, surface relationship insights, and support workflows such as deal sourcing, fundraising, co-investor management, and portfolio monitoring. This creates a continuously learning system that reflects how PE firms actually operate.
Why should your private equity firm use Navatar?
Navatar unifies deal flow, LP management, and portfolio oversight into a single AI-enabled platform. Built on Salesforce and enhanced with embedded AI, Navatar reduces manual work by automatically capturing activity data, highlighting relationship signals, and delivering actionable insights across teams. By centralizing institutional knowledge and applying intelligence to it, firms work faster, collaborate better, close deals sooner, and engage investors more effectively.
How does Navatar streamline deal flow?
Navatar uses AI-assisted workflow automation to track pipeline stages in real time, capture deal activity automatically, and surface next-best actions. Teams gain firm-wide visibility into sourcing, diligence, and execution without manual updates. AI helps prioritize high-potential opportunities, flag stalled deals, and ensure no follow-ups or insights are missed.
How does automation help private equity teams?
Automation eliminates repetitive tasks like reminders, follow-ups, workflow triggers, and data enrichment. Navatar’s AI reduces manual data entry by capturing emails, meetings, and notes automatically, improving accuracy while freeing teams to focus on sourcing, relationship building, and value creation rather than administration.
How can General Partners manage LP relationships more effectively?
Navatar centralizes LP data and uses AI to track engagement patterns, surface relationship strength, and support personalized outreach at scale. By consolidating interactions, commitments, and reporting history, GPs gain a complete, real-time view of LP relationships and can proactively manage communication, transparency, and trust.
How does a PE CRM support investor reporting?
Navatar applies AI-driven insights to centralized fund, portfolio, and communication data, enabling real-time, accurate investor reporting. Firms can generate dashboards, track LP interactions, and respond to inquiries quickly while reducing manual effort. The result is consistent, professional reporting that strengthens investor confidence.
News & Blog
Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce
LONDON and NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) - Navatar, the leading CRM platform for private markets, today announced a strategic partnership with Inven, the AI-powered platform for discovering and analyzing private companies. The partnership integrates Inven’s...
The Deal Dam Breaks: What Blackstone’s Blowout Quarter Signals for Private Equity and M&A
The third quarter of 2025 may mark a definitive turning point for private equity. Blackstone’s latest earnings report — showing a 48% jump in profit driven by strong exits, resurgent deal flow, and credit deployment — signals what many have been waiting for: the deal...
India’s M&A Surge Meets AI Innovation: Navatar’s CRM Powers the Next Wave Driven By Private Equity
India’s mergers and acquisitions market has posted record highs for both deal count and sector diversity in 2025. According to Business Standard, M&A deal value jumped 26% this financial year to nearly $100 billion, powered largely by private equity investments...
How Fed’s September’25 Rate Cut Impacts Private Equity and Investment Banks
The Federal Reserve’s September 2025 decision to cut interest rates by 25 basis points — its first cut since late 2024 — is already changing the dealmaking landscape. With the federal funds rate now at 4.00–4.25%, and more cuts expected before year end, banks have...
How AI Is Powering the Private Equity Secondaries Boom
The private equity secondaries market is reaching new heights, redefining how investors and firms approach deal making and portfolio management. Recently, transaction volumes and unrealized value have soared to historic levels, fueled by the widespread adoption of...
India’s M&A Boom Meets AI: Navatar Brings Salesforce-Powered Deal Origination CRM To Private Equity & Investment Banking Firms
MUMBAI, India, Sept. 17, 2025 (GLOBE NEWSWIRE) -- India’s mergers and acquisitions market has soared to nearly $41 billion this year, driven by landmark deals from Reliance, JSW Group, and Tata Sons. Private equity activity is at its highest in more than a decade, as...