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Deal and investor management on Salesforce for private markets.

Pricing

Custom quote

Founded

2006

Team size

51-200 employees

Headquarters

New York, NY

About Navatar

Navatar (Navatar Group) is a Salesforce-built, AI-enhanced CRM and deal-management platform for private capital markets, including private equity, venture capital, private credit, real estate, and M&A/investment-banking advisory firms. It supports relationship management, deal origination and pipeline, due diligence, execution, and investor engagement, automatically capturing activity and surfacing relationship signals. It targets dealmaking teams that need an industry-specific CRM rather than generic sales software.

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

The vendor hasn’t added security or compliance details yet.

Pricing

Commercial model

Pricing model: Custom quote

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections