Navatar
Navatar is a web-based AI-powered CRM engine for private markets, built on Salesforce.
What Navatar is
Navatar is a web-based AI-powered CRM engine for private markets, built on Salesforce. It combines firm knowledge with market, company, and relationship intelligence to support deal and investor workflows. The system says it captures and updates deal, company, investor, and relationship information from everyday interactions. Its AI can surface opportunities, risks, and next steps, then initiate workflows such as outreach, approvals, and follow-ups. Market intelligence can bring together internal knowledge, public information, and subscribed third-party data, including comparable transactions, valuations, and benchmarks. In private equity, the CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically. Navatar describes structured ongoing AI work and says Claude can support freeform reasoning and research under Salesforce Agentforce governance. Users can access insights and automation in Outlook, Slack, or Navatar. The company says client data stays in its secure environment and is not used to train public models. Pricing is available on request; the official pages direct prospective customers to book a demo.
Good
- Tracks sourcing, diligence, execution, and portfolio oversight
- Automatically updates deal and relationship data
- Combines internal knowledge with market intelligence
- Provides access through Outlook, Slack, or Navatar
Watch out
- Pricing is available on request
- Built on Salesforce
Who it suits
Navatar is aimed at deal teams, investor teams, and firm leadership in private equity, investment banking, private credit, venture capital, and hedge funds. It may suit firms seeking a Salesforce-based CRM for deal and investor workflows.
Verdict
Navatar combines private-market CRM workflows with market and relationship intelligence. Prospective customers need to request pricing and book a demo to explore the product.
The facts
Each one read from Navatar's own pages, with the date it was checked.
What it does
- AI actions
- The company says Navatar can surface opportunities, risks, and next steps and trigger workflows, outreach, approvals, and follow-ups.checked 7 Oct 2026
- 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.checked 8 Oct 2026
- AI research
- Navatar AI handles structured, ongoing work, while Claude can be used for freeform reasoning and research under Salesforce Agentforce governance.checked 8 Oct 2026
- AI safeguards
- Navatar says its AI uses guardrails, validation, and completeness checks to help ensure accuracy and context.checked 7 Oct 2026
- Automated capture
- Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows.checked 8 Oct 2026
- Automation
- Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows.checked 7 Oct 2026
- Built on Salesforce
- Navatar is built on Salesforce, which the company says supports customization and interoperability with other platforms and systems.checked 8 Oct 2026
- Deal workflows
- Its private equity CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically.checked 8 Oct 2026
- Integrations
- The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Market intelligence
- Navatar says its AI combines internal firm knowledge with public information and subscribed third-party data, including comparable transactions, valuations, and benchmarks.checked 7 Oct 2026
- Pricing availability
- The official pages reviewed direct prospective customers to book a demo and do not state a price.checked 8 Oct 2026
- Product
- Navatar is an AI-powered CRM for private markets that combines firm knowledge with external market, company, and relationship intelligence.checked 8 Oct 2026
- Salesforce
- Navatar says its CRM is built on Salesforce and can be modified or enhanced and interoperate with other platforms and systems.checked 7 Oct 2026
- Security
- Navatar says client data is never used to train public models and never leaves its secure environment.checked 8 Oct 2026
- Support
- The company offers demo booking and lists sales and concierge email contacts on its website.checked 8 Oct 2026
- Support contact
- Navatar lists [email protected] as a contact address.checked 7 Oct 2026
- Workflow access
- Navatar says users can receive insights and automation inside Outlook, Slack, or Navatar.checked 8 Oct 2026
The company
- Company history
- Navatar says it launched a purpose-built CRM for deal and investor pipelines in 2010 and describes a second generation in 2024.checked 7 Oct 2026
- Headquarters
- The company lists its US office at 90 Broad Street, New York, NY 10004.checked 7 Oct 2026
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