Navatar
AI-powered Salesforce CRM for PE and M&A advisory
4.1Enterprise / CustomBest for Deal teams and M&A advisors on Salesforce
CRM Salesforce AI
Overview
Navatar is a Salesforce-based CRM for private markets — PE, VC, investment banks, credit and secondaries — that in 2026 launched AI 'operating models' embedding agentic AI across origination, diligence and investor engagement. A 2025 partnership with Grata syncs private-company intelligence bidirectionally into the CRM.
Key features
- Deal pipeline and relationship management on Salesforce
- AI Deal Engine spanning origination through execution
- Automatic activity capture from Outlook and Slack
- Grata integration for company data sync
- Fundraising and LP tracking
Pros
- Aggressive AI roadmap for a PE CRM
- Serves banks and advisors as well as funds
- Salesforce ecosystem and security model
Cons
- Salesforce complexity and admin needs apply
- Smaller market presence than DealCloud in large funds