Latest Product Updates and Feature Enhancements on Navatar M&A
Navatar Launches AI-Powered CRM Operating Model for Private Equity Firms
Navatar has launched an AI-powered CRM operating model tailored for private equity firms, featuring an AI Deal Engine that automates sourcing, diligence, execution, and investor engagement. This mode...l integrates generative and agentic AI to continuously capture and act on intelligence, enhancing decision-making and operational efficiency. The system ensures data security and accuracy, reflecting a shift towards AI-driven operations in private equity.
Navatar Group , Inc .: Navatar Brings AI - Powered Private Credit CRM on Salesforce Amid $30 Trillion Market Boom
Navatar has launched an AI-powered Private Credit CRM on Salesforce, designed to enhance automation, intelligence, and usability for credit investors. The platform captures and structures data from v...arious sources, embedding AI across deal sourcing, underwriting, and investor collaboration. It aims to replace legacy CRMs with a modern, intuitive solution tailored for private credit firms.
Dont Blame the AI: Why Private Equity CRMs Keep Failing To Deliver Value
Navatar highlights the challenges private equity firms face with CRM data chaos, emphasizing the need for structured data before applying AI. Their platform addresses CRM adoption issues, ensuring da...ta is tagged and organized. This enables effective AI use for deal ranking, portfolio risk assessment, and personalized outreach, integrating seamlessly with tools like Outlook, Slack, and LinkedIn.
Navatar Adds Automated LinkedIn Data Enrichment to Its - GlobeNewswire
Navatar has launched automated LinkedIn data enrichment for its Salesforce CRM-powered intelligence engine, targeting private equity and investment banking firms. This new feature enables users to au...tomatically update and enrich contact and company profiles with LinkedIn data, streamlining deal sourcing and relationship management. The enhancement aims to improve data accuracy, accelerate workflows, and provide deeper insights for dealmakers within the Navatar platform.
Strategic Partnerships and Integrations of Navatar M&A
Navatar Group, Inc.: Navatar and Grata Unite to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory on Salesforce
Navatar and Grata have launched an AI-powered integration for deal origination on Salesforce, targeting private equity and M&A advisory. This solution unifies proprietary intelligence with Grata's da...ta, automating data capture and providing AI-driven insights to accelerate deal flow. The integration is now available globally for private equity firms and investment banks.