Leveraging Salesforce and Microsoft AI, Navatar Automates Data Entry and Turns Activity into AI-Driven Intelligence
Navatar, the leading cloud platform for private equity and investment banking, today announced the launch of its next-generation, fully AI-powered CRM. Designed to meet the fast-evolving needs of private capital markets, the new Navatar platform combines intelligence, automation, and usability—solving one of the biggest challenges firms face when trying to put AI to work: data.
In a recent Harvard Business Review article, “How Private Equity Firms Are Creating Value with AI”, highlighting the industry’s rapid embrace of artificial intelligence – from identifying targets to improving portfolio performance – the authors note a common bottleneck: without structured, usable data, AI tools can’t deliver their full potential.
“Everyone wants to use AI, but few have the data to make it work,” said Alok Misra, CEO of Navatar. “That’s because most CRMs are still clunky, inflexible systems that require painful manual data entry. We built the new Navatar platform to break that cycle.”
Navatar automatically captures relevant information from Outlook, LinkedIn, Slack, call notes, documents and third-party data—turning your team’s daily activity into structured, usable intelligence for AI to operate on. No more chasing team members to update fields or fill out forms.
While many firms invested in legacy, highly customized CRMs, they’ve found themselves stuck: the systems are slow to change, hard to use, and often ignored by the very people driving deals.
Navatar flips that experience on its head—offering:
- Built-in automation to eliminate manual data entry
- Automated multi-tagging for people, companies, deals and more
- Embedded AI across sourcing, diligence, fundraising, and portfolio management
- Fast time-to-value without the need for costly customization
- A modern user experience that keeps deal teams coming back
AI Where You Work: Inside Outlook, Navatar or Slack
Navatar combines the best of Salesforce AI (Agentforce 3) and Microsoft Copilot so dealmakers no longer need to log into a CRM to get intelligence. Whether working inside Outlook, Navatar or Slack, users receive real-time insights, recommendations, and automation—all natively delivered in the tools they already use.
Within Microsoft Outlook
- Smart Relationship Insights: Get a 360° view of any contact—who knows them internally, recent interactions, open deals, and more—directly inside your inbox.
- Email Summarization & Action Suggestions: AI summarizes long email threads and suggests follow-ups, tasks, and next steps.
- Deal Context at Your Fingertips: See associated deals, stages, and pipeline status without leaving Outlook.
- Automated Meeting Prep: Copilot briefs you before a meeting by pulling intelligence from emails, calendar invites, past notes, and CRM activity.
- Task & Data Capture: Turn meeting notes and emails into structured CRM entries automatically—no copy-pasting.
Within Navatar
- Thematic Deal Sourcing: Surface emerging trends and high-fit targets based on proprietary and third-party data analysis.
- Predictive Scoring: Rank inbound deals or prospects by likelihood to convert, based on past behavior and firm strategy.
- Relationship Intelligence: Auto-map referral paths, warm intros, and deal team connectivity using AI across your team’s network.
- Document Intelligence: Use natural language processing to extract key terms, risks, and summaries from CIMs, pitch decks, and earnings calls.
- Pipeline Management: AI generated deal summaries for easy pipeline reporting.
- Automated Task Management: AI creates tasks, follow-ups based on triggers.
- Portfolio Alerts: Get AI-generated notifications on portfolio company performance shifts or risk flags.
- Fundraising & LP Intelligence: Personalize LP communications, score investor engagement, and automate routine updates.
Within Slack
- CRM Alerts in Slack: Receive pipeline updates, LP activity alerts, and portfolio company notifications directly in relevant Slack channels.
- Conversation-to-CRM Linkage: Slack messages can be tagged and associated with deals, contacts, or tasks inside Navatar, making it easy to capture institutional knowledge.
- AI Summaries & Actions: AI monitors key deal-related channels and suggests follow-ups, summaries, or actions.
- Frictionless Collaboration: Deal teams can share notes, escalate issues, or push tasks to CRM—all from Slack.
“We’re not just embedding AI into a CRM—we’re embedding it into the workflow,” said Misra. “Whether you’re in Outlook, Slack, or Navatar itself, the intelligence meets you where you are.”