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What is Navable?

Navable is a highly adaptable software suite tailored for the management of alternative assets, allowing fund managers and private market firms to shift crucial financial and investor functions from traditional spreadsheets to an efficient digital platform that boosts both productivity and clarity. By automating various processes, such as carried interest and compensation planning, it adeptly oversees vesting schedules, allocations, co-investment initiatives, award letters, and reporting—all within a single integrated system—which significantly decreases manual errors and alleviates operational challenges. The platform also boasts a customized total compensation dashboard that provides employees with a clear view of their salaries, bonuses, carry, and co-investment amounts, thereby improving retention and understanding of their incentives. In addition, Navable streamlines a thorough digital onboarding experience for investors, featuring e-subscriptions, tailored workflows, compliance oversight, and a secure investor portal, along with functionalities for capital calls, distributions, document management, and regulatory compliance verification. Moreover, it supplies aggregated reporting and insights at the fund level for general partners, which significantly enhances their decision-making processes. Ultimately, by utilizing Navable, firms can not only optimize their operational workflows but also ensure a higher degree of transparency for all stakeholders involved, fostering trust and collaboration throughout the investment process. This comprehensive approach positions Navable as a vital tool in the evolving landscape of alternative asset management.

What is Edda?

Edda is a comprehensive AI-powered investment platform designed exclusively for venture capital and private equity professionals. It unifies dealflow management, portfolio monitoring, CRM, and LP communication into a single secure system. By applying specialized investment intelligence, Edda helps firms make faster, more informed decisions across every stage of the investment process. The platform automates deal sourcing, due diligence, and KPI tracking using real-time data integrations. Investors can record historical valuations, manage cap tables, and monitor portfolio performance with precision. Edda’s collaborative review tools promote transparency between partners, principals, and analysts. LPs benefit from centralized portals that provide controlled access to reports, documents, and performance insights. The platform also includes advanced CRM features for managing relationships, communications, and investor networks. Built-in integrations eliminate repetitive manual tasks and improve data accuracy. Edda offers personalized onboarding and expert-led data migration to ensure a smooth transition. The platform meets international security standards and is SOC2 compliant. Trusted by firms managing over $170 billion in assets, Edda scales with investment teams operating across global markets.

Media

Media

Integrations Supported

Crunchbase
Dealroom.co
Dropbox
Gmail
Microsoft Outlook
Microsoft Teams
PitchBook
Slack
Typeform
Zapier

Integrations Supported

Crunchbase
Dealroom.co
Dropbox
Gmail
Microsoft Outlook
Microsoft Teams
PitchBook
Slack
Typeform
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Navable

Date Founded

2021

Company Location

United States

Company Website

www.navable.com

Company Facts

Organization Name

Edda

Date Founded

2017

Company Location

France

Company Website

edda.co

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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