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Deal and relationship CRM

Navatar

A Salesforce-based CRM with AI agents, for private markets deal teams and investor relations.

navatargroup.comChecked Oct 31, 2026

Strategies
Private equity, Private credit, Venture capital, Hedge fundsFrom the vendor’s site, checked Oct 31, 2026
Clients it names
ICF, Blackford Capital, Johnsons Corporate, Tequity, Exit Strategies, Partner Capital Group, Performance Equity Management, Core Capital, Perth Advisors, Savills Investment ManagementFrom the vendor’s site, checked Oct 31, 2026
Integrates with
Salesforce, OutlookFrom the vendor’s site, checked Oct 31, 2026
Price
Not published
Not stated
Who it is for, founding year, headquarters, owner

In our reporting

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What it says comes from Navatar’s own site, and we have not tested the product. A listing is not an endorsement. How this works.