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Navatar

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4.3 out of 5 stars
5 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.3
Serving customers since
2004
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Navatar

5 reviews

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.

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Navatar Reviews

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Star Rating
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3
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KM
Krishna M.
11/18/2025
Validated Reviewer
Review source: G2 invite

Investment Professional

|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.
JR
Jesse R.
10/23/2025
Validated Reviewer
Review source: G2 invite

Responsive Support with Industry-Specific Enhancements

|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.
JT
Jack T.
10/22/2025
Validated Reviewer
Review source: G2 invite

Customizable Powerhouse for Investment Banking

|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.

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HQ Location:
New York, US

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@navatargroup

What is Navatar?

Navatar is a cloud-based software company that specializes in providing comprehensive solutions for financial services firms. The company offers platforms and applications designed to enhance efficiency, streamline operations, and drive growth across various sectors including investment banking, private equity, real estate, and asset management. Navatar leverages the Salesforce platform to deliver industry-specific tools that support deal management, investor relations, fundraising, and portfolio management. Its solutions are tailored to meet the unique needs of financial services professionals, helping them to optimize workflows and improve client interactions. Navatar is committed to providing robust support and expert guidance to ensure successful implementation and integration of its platforms.

Details

Year Founded
2004