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Navatar Group launches new version of Private Equity CRM

Navatar Group, a cloud provider for financial services, has launched a new version of Navatar Private Equity CRM, a cloud solution used by alternative assets firms worldwide.



This release adds to the existing functionality provided out-of-the-box by Navatar Private Equity CRM, completely through the cloud, and which is used by firms to manage their operations, including fundraising, investor relations, deal flow, portfolio and capital calls/distributions.

The release includes:

 • Improved deal sourcing with greater tracking of lenders / financing processes
 • Tracking multiple roles that contacts play at various organizations
 • Handling capital calls for both large and small firms
 • View contacts within specific zip codes and geographies
 • View key LPs and intermediaries through mapping software
 • Improved flexibility to integrate within a larger Salesforce deployment

Navatar Private Equity is also fully integrated with Navatar Deal Connect, an online marketplace for collaborating on middle market transactions. Navatar Deal Connect is completely free for buyers, sellers and intermediaries.

"Financial firms around the world are choosing Navatar’s cloud service so they don’t have to hire IT staff or consultants or invest in hardware/software," says Ketan Khandkar, principal, Navatar Group. "Cloud computing helps us roll out continuous innovation to our customers."

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