About Us

History of Private Markets CRM

No Private Markets CRM

Some firms experiment with basic contact management on generic platforms like Saleslogix or Goldmine. Most firms remain disinterested until Salesforce launches customizable CRM platform in the cloud.

1st Generation Private Markets CRM

Navatar launches first purpose-built CRM to manage deal and investor pipelines. Other providers follow. Every product focuses on solving pipeline tracking and reporting. But user adoption continues to be low.

2nd Generation Private Markets CRM

The Bold New Navatar is the first to move beyond tracking/reporting and focus on delivering real value to dealmakers. It captures and transforms proprietary information into insights that help with competitive differentiation, while removing the admin burden.

Built on World’s #1 Cloud Platform

Navatar is built on Salesforce, a platform with unparalleled flexibility, customizability, connectivity and security. This provides the ability to modify or enhance features in addition to interoperability with other platforms and systems.