Navatar is an AI-native private markets CRM and deal operating system on Salesforce that captures firm knowledge, market intelligence and third-party data into a living intelligence layer powering origination, execution and fundraising.
Navatar has long specialized in Salesforce-based CRM for private equity and investment banking, and now positions its AI-powered operating model as a way to unify corporate finance advisory, transaction advisory, tax and other deal practices around one AI Deal Engine.
Key Features
AI Deal Engine – Salesforce-based AI engine spanning sponsor coverage, origination, buyer/target research, transaction execution and post-close relationship management.
Zero-drag data capture – Automatically captures and updates deal, company, investor and relationship data from everyday workflows.
Living intelligence layer – Compounding intelligence from every interaction, signal and update to drive decisions and actions.
AI that drives execution – Turns insights into workflows, outreach, approvals and follow-ups, not just recommendations.
Firm-wide operating model – Single, always-current system used by deal teams, investor relations and leadership across private markets firms.
AI Capabilities
Navatar launched AI-Powered CRM Operating Model on Salesforce for Alternative Asset Managers (Feb 2026) and AI-Powered Corporate Finance Advisory CRM on Salesforce (May 2026). AI features designed for investment banks, consulting firms, PE managers, M&A advisors — built natively on Salesforce ecosystem.
Integrations
Salesforce platform and subscribed third‑party data sources; AI extends into external data to surface comps, valuations and market activity.
More Information
Navatar has long specialized in Salesforce-based CRM for private equity and investment banking, and now positions its AI-powered operating model as a way to unify corporate finance advisory, transaction advisory, tax and other deal practices around one AI Deal Engine.
What sets it apart
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Deep specialization in private markets workflows.
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Agentic AI deeply embedded in CRM.
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Single system for deals, investors and leadership views.
Key Facts
- Category
- AI-powered Private Markets CRM & Deal Engine
- Founded
- 2004
- Pricing
- Subscription – Navatar is sold as an AI-powered CRM and operating model on Salesforce with pricing tailored to firm size, configuration and modules.
- Deal Stage
- Strategy, Transaction, Integration
- Target Market
- Corporate M&A, M&A Advisory, Private Equity, Venture Capital, Asset Managers, Investment Banking, Infrastructure, Secondaries
