Themes are in an incredibly versatile feature. They can be used to create a workspace for any combination of records. Thus, there are nearly an infinite amount of initiatives that can be
Organizing an Investment Thesis
Themes allow you to compile lists of records of different types. This is handy when organizing a high level initiative, such as an Investment Thesis. Here you can have a workspace that includes all of the most relevant deals, companies, investment banks, people, and conversations relevant to a specific investment thesis.
You can use the research tool to identify records that contain or have been related to conversations containing a certain keyword, and easily add them to an existing theme using the “Add to Theme” button. From the theme itself, you can easily add or remove individual records using the “+” and “–“ buttons at the top of each section. This allows you to be very granular with which records are included in the theme.
Organize relevant items within an Industry
Themes allow you to compile lists of records of different types. This is handy when organizing a high level initiative, such as organizing all items relevant to a certain industry. Here you can have a workspace that includes all of the most relevant deals, companies, investment banks, people, and conversations relevant to that industry.
You can use the research tool to identify records that contain or have been related to conversations containing a certain phrase or keyword, and easily add them to an existing theme using the “Add to Theme” button. Using the “advanced” button on the following screen, you can choose which sections of the search results should be added to the theme. From the theme itself, you can easily add or remove individual records using the “+” and “–“ buttons at the top of each section. This allows you to be specific with which records are included in the theme.
Organize Industry Experts
When you use the research tool, Navatar will separate out the various account types. This way, you see all of the Companies, Intermediaries, and Service Providers separated out into their own sections. This allows you to specifically target the service providers that are connected to a specific industry. You’ll also be able to attach all the deals that service providers have worked on in the past, as well as any conversations that you’ve had with those service providers so that there is one place that contains all of this information.
Evaluate Potential Targets
When searching for potential targets, it may be helpful to consolidate those companies into a single workspace. By creating a theme to evaluate targets, you can see all of those companies as well as the banks that have sent you these companies, the deals that are attached to those companies as well as the banks you are discussing those companies with.
From within the Theme, you can use theme lists to assign coverage of companies and contacts within your team. This assures that you are keeping consistent communications with all potential targets, and have the most up to date intelligence on those companies.
Organize Potential Investors
Consolidating potential investors into a single workspace is essential for Investor Relations. You’ll be able to see all of your investors in one place, along with any current or previous fundraisings that are attached to those investors. You can also add all conversations that surround raising funds for a particular Fund or Strategy.
From within the theme, you can use theme lists to assign coverage of investors across your team. You can set tasks to remind yourself when it is time to have touchpoints with certain investors. This assures that you maintain constant communications with important investors and track the progress of your overall fundraising efforts.
Organize Fundraisings Related to a Fund
When looking at all efforts to raise a fund, it is helpful to have all fundraisings consolidated into a single place, from which you will be able to track your overall progress. By attaching all fundraisings related to a certain fund, as well as the investors attached to those fundraisings, you can see your overall progress from a high level.
With theme lists, you can assign coverage of investors across your team. From here you can also create tasks related to each investor. This allows you to ensure that you maintain communications with all investors, and see all open communication items.
Create a Watchlist
As you identify prime acquisition targets, it may be helpful to consolidate all of those companies into one place. This not only allows you to see a high level of all the companies that you are interested in investing in, but also allows you to assign coverage across your team. This ensures that your firm is keeping contact with these firms to maximize the relationship.
Because you can attach different types of organizations to a theme, you will be able to attach any industry experts or Investment Bankers that are active in the industry as well. This gives you a quick reference to the other major players, and can help to find connections as you continue to prospect companies.