On the recordRead 8 Oct 202620 facts
Navatar
The company lists its US office at 90 Broad Street, New York, NY 10004.
On the record
- AI actions
- The company says Navatar can surface opportunities, risks, and next steps and trigger workflows, outreach, approvals, and follow-ups.navatargroup.com · read 7 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 · read 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 · read 8 Oct 2026
- AI safeguards
- Navatar says its AI uses guardrails, validation, and completeness checks to help ensure accuracy and context.navatargroup.com · read 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 · read 8 Oct 2026
- Automation
- Navatar says it automatically captures and updates deal, company, investor, and relationship data from everyday interactions and workflows.navatargroup.com · read 7 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 · read 8 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 · read 7 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 · read 8 Oct 2026
- Integrations
- The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams.navatargroup.com · read 8 Oct 2026
- Intended users
- Navatar identifies private equity, investment banking, corporate development, private credit, venture capital, hedge funds, placement agents, family offices, and funds of funds among its markets.navatargroup.com · read 8 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 · read 7 Oct 2026
- Pricing availability
- The official pages reviewed direct prospective customers to book a demo and do not state a price.navatargroup.com · read 8 Oct 2026
- Product
- Navatar is an AI-powered CRM for private markets that combines firm knowledge with external market, company, and relationship intelligence.navatargroup.com · read 8 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 · read 7 Oct 2026
- Security
- Navatar says client data is never used to train public models and never leaves its secure environment.navatargroup.com · read 8 Oct 2026
- Support
- The company offers demo booking and lists sales and concierge email contacts on its website.navatargroup.com · read 8 Oct 2026
- Support contact
- Navatar lists [email protected] as a contact address.navatargroup.com · read 7 Oct 2026
