Navatar

Spec sheet

Product

Navatar is an AI-powered CRM for private markets that combines firm knowledge with external market, company, and relationship intelligence.Read 8 Oct 2026 · navatargroup.com

Intended users

Navatar identifies private equity, investment banking, corporate development, private credit, venture capital, hedge funds, placement agents, family offices, and funds of funds among its markets.Read 8 Oct 2026 · navatargroup.com

Integrations

The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams.Read 8 Oct 2026 · navatargroup.com

Security

Navatar says client data is never used to train public models and never leaves its secure environment.Read 8 Oct 2026 · navatargroup.com

Support

The company offers demo booking and lists sales and concierge email contacts on its website.Read 8 Oct 2026 · navatargroup.com

Headquarters

The company lists its US office at 90 Broad Street, New York, NY 10004.Read 7 Oct 2026 · navatargroup.com

AI actions

The company says Navatar can surface opportunities, risks, and next steps and trigger workflows, outreach, approvals, and follow-ups.Read 7 Oct 2026 · navatargroup.com

AI controls

Navatar says AI uses guardrails, validation, and completeness checks, and that Claude is governed by Salesforce Agentforce so confidential data reaches it only where a firm allows.Read 8 Oct 2026 · navatargroup.com

AI research

Navatar AI handles structured, ongoing work, while Claude can be used for freeform reasoning and research under Salesforce Agentforce governance.Read 8 Oct 2026 · navatargroup.com

AI safeguards

Navatar says its AI uses guardrails, validation, and completeness checks to help ensure accuracy and context.Read 7 Oct 2026 · navatargroup.com

Automated capture

Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows.Read 8 Oct 2026 · navatargroup.com

Automation

Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows.Read 7 Oct 2026 · navatargroup.com

Built on Salesforce

Navatar is built on Salesforce, which the company says supports customization and interoperability with other platforms and systems.Read 8 Oct 2026 · navatargroup.com

Company history

Navatar says it launched a purpose-built CRM for deal and investor pipelines in 2010 and describes a second generation in 2024.Read 7 Oct 2026 · navatargroup.com

Deal workflows

Its private equity CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically.Read 8 Oct 2026 · navatargroup.com

Market intelligence

Navatar says its AI combines internal firm knowledge with public information and subscribed third-party data, including comparable transactions, valuations, and benchmarks.Read 7 Oct 2026 · navatargroup.com

Pricing availability

The official pages reviewed direct prospective customers to book a demo and do not state a price.Read 8 Oct 2026 · navatargroup.com

Salesforce

Navatar says its CRM is built on Salesforce and can be modified or enhanced and interoperate with other platforms and systems.Read 7 Oct 2026 · navatargroup.com

Support contact

Navatar lists [email protected] as a contact address.Read 7 Oct 2026 · navatargroup.com

Workflow access

Navatar says users can receive insights and automation inside Outlook, Slack, or Navatar.Read 8 Oct 2026 · navatargroup.com

Where Specifiction places it

• Investor Relationship Management Software#24 of 256.8