Navatar’s New CRM Platform Deploys Intelligence To Sharpen Deal Sourcing Focus For Private Equity Firms
2024年7月30日 - 4:00PM
A top of funnel focus requires building relationships early for
first dibs on relevant targets. Interactions with those targets as
well as bankers/executives in the sector reveal valuable
information; connecting all threads over time may uncover
intelligence that can help narrow down targets and time the right
moves. This is far from easy.
The new Navatar platform helps capitalize on this intelligence.
It captures all of the information from a firm’s interactions in
the most friction-less way, removing the admin burden. It
automatically coalesces disparate pieces of information to create
insights that paint a clearer picture of each opportunity.
Navatar casts a net across every piece of information to ensure
nothing gets overlooked, no matter how insignificant it may seem.
It automatically connects all insights within an investment thesis,
dynamically updating as new information comes to light or old data
becomes redundant.
“Today’s market demands your A-game. Your A-game primarily
relies on proprietary intelligence. This intelligence must be
collated from all the information your team painstakingly acquires
from your network. The new Navatar Platform will synthesize this
intelligence to help step up your game,” said Alok Misra, CEO of
Navatar.
Building a smarter approach to deal origination, which starts
long before a company even hires a banker, is becoming ever more
important as competition grows to put dry powder to work: a figure
that reached $4T at the end of 2023, according to
Blackrock.
Smarter deal origination not only requires good relationships
but also your ability to act on the intelligence they provide –this
isn’t easy without smart technology. For more information on
Navatar for private equity firms, please
visit: https://www.navatargroup.com/salesforce-for-private-equity-crm-software/
ABOUT NAVATARNavatar (@navatargroup), the CRM platform for
alternative assets and investment banking firms, raises the bar to
help dealmakers move beyond efficiency gains and focus on
competitive differentiation. Navatar is used by hundreds of firms
including private equity funds, M&A boutiques and bulge
brackets, fund of funds, hedge funds, real estate funds, venture
capital firms, corporate development groups, family offices,
private placement and other financial services companies.
Sales Team
Navatar
sales@navatargroup.com