Navatar Reviews & Product Details

Investment banks and alternative assets firms have long struggled with CRM systems - low adoption rates, minimal deal impact, and a clunky user experience that forces professionals back to email, Excel, and Word. As a result, most CRMs ultimately become little more than static lists of deals. Navatar turns your CRM into a dealmaking intelligence engine that captures, connects, and activates institutional knowledge—without high-touch data entry or rigid workflows. Navatar removes friction, connects the dots behind the scenes, and ensures that valuable intelligence shows up where and when you need it—automatically. With Navatar, you don't just manage deals. You unlock a firmwide competitive advantage. Navatar helps alternative assets firms: • Stay close to the right firms, people and signals • Unlock firmwide intelligence—without manual input • Maximize the value of internal and external relationships • Make better-informed investment decisions, faster

Seller

Navatar

Discussions

Navatar Community

Languages Supported

English

Product Description

Navatar Edge powers every step of the deal lifecycle from marketing to close, combining business development, client management, deal prep, buyer intelligence and deal room onto one integrated platform.

Overview by

leigh marchitto

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JT

Jack T.

10/22/2025

"Customizable Powerhouse for Investment Banking"

4.5/5

What do you like best about Navatar?

I have found Navatar incredibly beneficial for managing data over the 4.5 years I have been using it. Its customization capabilities, particularly catered to investment banks, make it an invaluable tool for our industry. I appreciate the pipeline and relationship tracking features, which have streamlined our processes significantly. Navatar perfectly fits our needs, managing tasks such as pipeline tracking, relationship tracking, and marketing to buyers effectively. The system is well-adapted for our investment banking requirements, with dedicated features for pipeline tracking and deal flow management. Its customization ability ensures that we can tailor the solution to fit exactly as we need it to, which is why I would choose it again and confidently recommend Navatar. Review collected by and hosted on G2.com.

What do you dislike about Navatar?

I dislike the lack of a BCC feature for emails sent from templates for mass emailing. Review collected by and hosted on G2.com.

JR

Jesse R.

10/23/2025

"Responsive Support with Industry-Specific Enhancements"

4.5/5

What do you like best about Navatar?

I greatly appreciate Navatar's functionality tailored specifically for our industry, enabling us to effectively track investment advisory engagements and capital raise projects. Navatar's customer service is responsive to any needs we may have. They facilitated a smooth setup process and consistently demonstrate a commitment to improving our use of the platform. Navatar’s ongoing collaboration with us to enhance our usage by making necessary adjustments has been very beneficial. Review collected by and hosted on G2.com.

What do you dislike about Navatar?

NA Review collected by and hosted on G2.com.

KM

Krishna M.

Investment Professional

Small-Business (50 or fewer emp.)

11/17/2025

"Investment Professional"

4/5

What do you like best about Navatar?

This software offers a wide range of features and is highly customizable. I appreciate that it allows you to create custom reports to suit most of your requirements. The new Navatar version is helpful in gathering more intelligence from our calls & meetings. Review collected by and hosted on G2.com.

What do you dislike about Navatar?

Working with customer service can be a lengthy process, which often slows things down. Review collected by and hosted on G2.com.

SK

Sanskruti K.

Product Developer

Small-Business (50 or fewer emp.)

11/22/2023

"Good product for investment management"

4/5

What do you like best about Navatar?

Easy deal management and fundraising. Integration is easy. Used every monday to friday. Features like virtual data rooms helps. Review collected by and hosted on G2.com.

What do you dislike about Navatar?

Works slow sometimes. Implementation is not easy . Customer support late answer. Review collected by and hosted on G2.com.

LS

Lohit S.

Professor

Mid-Market (51-1000 emp.)

10/19/2021

"Transactions involving centralized data"

4/5

What do you like best about Navatar?

There is no longer any need for spreadsheet trackers or unsafe email threads to keep track of transaction data and diligence requests. Review collected by and hosted on G2.com.

What do you dislike about Navatar?

The company has to go a long way ahead as it has a lot of potential in it but needs to identify it and respond as per the new market strategy itself. Review collected by and hosted on G2.com.

What problems is Navatar solving and how is that benefiting you?

When it comes to advanced analytics, no other deal platform can compete with it in terms of functionality. One of the most often used elements of this platform is its capacity to deliver insights regarding prospect engagement tactics, team success, network expansion, and off-market deal flow to a diverse group of users, which is one of its most popular features. Come see how our Salesforce-based enterprise solution can expedite the whole deal lifecycle for your company, from sourcing to closing and everything in between. Review collected by and hosted on G2.com.