Navatar

About

Navatar is ranked #19 of 25 in investor relationship management software on Inferse. It runs on Web.

Compared on investor relationship management software

Email sync

Yesnavatargroup.com

Deal pipeline

Yesnavatargroup.com

LP and investor records

Yesnavatargroup.com

Portfolio tracking

Yesnavatargroup.com

Facts

Product

Navatar describes itself as an AI-powered CRM engine for private markets that combines firm knowledge with market, company, and relationship intelligence and can orchestrate workflows.navatargroup.com · 7 Oct 2026

Automation

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

AI actions

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

Intended users

Navatar lists deal teams, investor teams, and firm leadership as users, with markets including private equity, investment banking, private credit, venture capital, and hedge funds.navatargroup.com · 7 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.navatargroup.com · 7 Oct 2026

Salesforce

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

Integrations

Navatar’s 2026 announcement says it connects activity and signals across Claude, Salesforce CRM, Outlook, market-data sources, and deal workflows.navatargroup.com · 7 Oct 2026

Security

Navatar says client data is never used to train public models and never leaves its secure environment.navatargroup.com · 7 Oct 2026

AI safeguards

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

Company history

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

Support contact

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

Automated capture

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

Workflow access

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

Built on Salesforce

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

Support

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

Pricing availability

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

Company

Headquarters

New York, New York, United Statesnavatargroup.com · 28 Sept 2026

Where it ranks on Inferse

• Best Investor Relationship Management Software in 2026#19 of 25

Sources

• navatargroup.com· checked 7 Oct 2026
• navatargroup.com/navatar-company-and-leadership/· checked 7 Oct 2026
• navatargroup.com/blog/navatar-turns-claude-and-salesforc· checked 7 Oct 2026
• navatargroup.com/salesforce-for-private-equity-crm-softw· checked 8 Oct 2026
• navatargroup.com/blog/navatar-unveils-ai-powered-crm-for· checked 8 Oct 2026