Navatar Group Launches Venture Capital (VC) CRM for Cloud Computing

Navatar Group (@navatargroup), a premier cloud provider for financial services, today announced the release of Navatar Venture Capital CRM to help venture funds manage their investors, funds, intermediaries and investment opportunities.

Navatar Venture Capital CRM, Navatar’s PERE CRM and Navatar Private Equity CRM, are already used by several leading VCs, real estate and alternative assets firms worldwide.

Navatar Venture Capital CRM runs entirely in salesforce.com’s cloud, and provides:

Deal Flow

— Manage deal pipeline velocity

— Integrated with external data sources like Crunchbase

— Increase ratio of deals closed, NDAs signed, LOIs signed

— Manage lending sources, co-investments, advisors for deals

— Built-in workflow to manage day-to-day progress for deals

Intermediaries & Deal Sourcing

— Improve relationships with intermediaries to increase deal flow

— Build new sources for quality deals

— Measure intermediary sourcing success

Portfolio Company Reporting

— Secure, integrated portal for portfolio companies to report financial results

— Compare portfolio company financial performance over multiple quarters

— Manage portfolio company executive talent

— Manage co-investment process with limited partners

Limited Partner Management & Fundraising

— Intelligently target investors

— Raise more money faster with fewer closings

— Automatically calculate capital calls and send notices to investors

— Manage side letters, sub-docs, transfers and investor communications preferences

— See comprehensive views covering LP commitments

Investor Portal & Reporting

— Provide secure access through custom branded portal

— Share capital calls, account statements, updates and K1s with LPs

— Securely generate pre-defined and ad-hoc investor reports

“VC funds can now benefit from Navatar’s innovation in the cloud, that has been powering financial firms around the world,” said Alok Misra, Cofounder & Principal, Navatar Group.

 

About Navatar

Navatar (@navatargroup) is the premier platform for alternative assets and investment banking firms. It is used by hundreds of private equity funds, M&A boutiques, hedge funds, real estate funds, venture capital firms, corporate development groups, wealth managers, private placement and other financial services companies. Navatar’s platform transforms the front office – marketing, investor relations, business development, deal management, deal execution, among other functions. Navatar is built on the Salesforce Platform, leveraging enterprise level security, availability, compliance and mobility capabilities that are critical to financial services.

For more information on Navatar products, including platforms for Private Equity, M&A and Corporate Development, go to: https://www.navatargroup.com/products