How Navatar built a $50M–$100M cloud CRM for private equity & investment banking with a 110-person team
Navatar is a Wall Street–headquartered cloud CRM and SaaS company founded in 2004, providing financial software built on Salesforce for private equity, investment banking, hedge funds, and capital markets. With 400+ clients across 30+ countries and offices in New York and New Delhi, Navatar has become the go-to platform for private capital markets deal origination and investor relations.
Navatar: the cloud CRM built exclusively for private capital markets
Founded in 2004 and headquartered at 90 Broad Street on Wall Street in New York City, Navatar Group specializes in cloud-based CRM and financial software solutions for the private capital markets and financial services industry. The company's platform is built on Salesforce and serves a global clientele of 400+ firms in more than 30 countries, including notable names such as PNC, Jefferies & Co, and Evercore Partners.
Unlike generic CRM platforms, Navatar's solutions are purpose-built for the complex workflows of private equity, hedge funds, investment banking, mutual funds, real estate funds, and corporate development teams. Their integrated platform unifies relationship management, deal origination, business development, due diligence, and investor relations into a single system of record — eliminating the fragmentation that plagues financial services firms using generic CRMs.
Navatar operates with approximately 110 employees across two offices: its headquarters on Wall Street in New York City and a development centre in New Delhi, India. With an estimated annual revenue of $50M–$100M, Navatar represents a highly capital-efficient software business serving a specialized and high-value market.
Navatar's suite of financial software solutions
Navatar offers vertical-specific CRM products for every corner of the private capital markets. Each solution is built on Salesforce's cloud platform, giving clients enterprise-grade infrastructure with the flexibility and compliance controls financial services firms require.
Private Equity & Venture Capital CRM: Manage deal pipelines, track portfolio companies, automate LP reporting, and run fundraising workflows — all in one place. Navatar's relationship graph connects GPs, LPs, co-investors, and advisors to surface warm introductions and accelerate deal origination.
Investment Banking & M&A CRM: Purpose-built for sell-side and buy-side bankers running M&A, ECM, DCM, and corporate development mandates. Automates outreach sequencing, tracks buyer universe activity, and integrates with pitch book workflows.
Hedge Fund & Asset Management CRM: Designed for fund managers tracking investor relations, capital raise pipelines, and prime-broker relationships. Supports funds of funds, credit funds, real estate funds, and family offices.
Navatar Deal Connect: A global marketplace connecting investment bankers and private equity firms to enhance middle-market deal flow and collaboration. Free for all participants, Deal Connect acts as a B2B network layer on top of Navatar's CRM — letting firms source proprietary deals through their extended relationship network.
Tools and technologies Navatar uses
Based on observed signals, public job postings, and technology detection, Navatar's stack spans these categories:
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Key decision-makers at Navatar
Verified contact data for senior decision-makers across Sales, Product, Engineering, and Customer Success at Navatar Group.
Download the full database of 175M B2B contacts
Every contact for Navatar — and every other company on Earth — in one CSV. Free updates for life.
download Download 175M contacts| Name | Title | Country |
|---|
| Sarah Chen | VP Sales | s.chen@stripe.com | 🇺🇸 US |
| Michael Davidson | Head of Growth | m.d@blackstone.com | 🇺🇸 US |
| Priya Patel | CMO | priya@kkr.com | 🇺🇸 US |
| Lars Eriksen | VP Marketing | lars@apolloglobal.com | 🇸🇪 SE |
| Akira Tanaka | CRO | akira@softbank.com | 🇯🇵 JP |
| Emma Wilson | Head of Sales | emma@lse.co.uk | 🇬🇧 GB |
| Carlos Vargas | VP Revenue | c.vargas@carlyle.com | 🇲🇽 MX |
| Sophie Müller | Director Sales | sophie@berenberg.de | 🇩🇪 DE |
| James O'Brien | Chief of Staff | james@opengatecp.com | 🇮🇪 IE |
| Aisha Khan | VP Sales | aisha@general-atlantic.com | 🇮🇳 IN |
| Sarah Chen | VP Sales | s.chen@stripe.com | 🇺🇸 US |
| Michael Davidson | Head of Growth | m.d@blackstone.com | 🇺🇸 US |
| Priya Patel | CMO | priya@kkr.com | 🇺🇸 US |
| Lars Eriksen | VP Marketing | lars@apolloglobal.com | 🇸🇪 SE |
| Akira Tanaka | CRO | akira@softbank.com | 🇯🇵 JP |
| Emma Wilson | Head of Sales | emma@lse.co.uk | 🇬🇧 GB |
| Carlos Vargas | VP Revenue | c.vargas@carlyle.com | 🇲🇽 MX |
| Sophie Müller | Director Sales | sophie@berenberg.de | 🇩🇪 DE |
| James O'Brien | Chief of Staff | james@opengatecp.com | 🇮🇪 IE |
| Aisha Khan | VP Sales | aisha@general-atlantic.com | 🇮🇳 IN |
Frequently asked questions about Navatar
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