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What is PrivSource?

PrivSource functions as a curated, invite-only network and platform dedicated to deal sourcing specifically for lower-middle-market mergers and acquisitions. It acts as a secure online marketplace, linking pre-approved buyers with confidential seller engagements, which allows buyers to uncover off-market opportunities while providing sellers the means to discreetly showcase their transactions without incurring any success fees. Buyers can apply for access to the platform, explore live deal flows presented by business owners, and engage directly with sellers under stringent confidentiality agreements. Meanwhile, sellers can list their businesses or seek investment, ensuring they maintain control over their assets while connecting with a qualified pool of prospective buyers. Recognizing the critical nature of trust and data security, PrivSource mandates that buyers complete an application and approval process, with the majority of transactions being off-market and not publicly listed. This innovative platform enhances the entire experience through a digital workflow, or “deal network,” which streamlines the processes of sourcing, evaluating, and matching parties without the complications linked to traditional brokerage auction methods, ultimately providing advantages to both buyers and sellers. Furthermore, the platform encourages a collaborative atmosphere where participants can forge enduring relationships, potentially leading to mutually beneficial future opportunities. By facilitating these connections, PrivSource not only enhances current transaction efficiency but also lays the groundwork for long-term industry partnerships.

What is Navatar?

Navatar stands out as a premier software solution tailored for data-driven sourcing and risk-free execution. It allows users to effectively identify and fortify their most valuable buyer and intermediary relationships. In addition, it boosts your business development efforts while offering expert management throughout the critical phases of due diligence and deal preparation. With its capability to automate analytics and reporting, it converts market data into actionable insights, thereby refining deal discipline for better outcomes. Navatar also offers a comprehensive platform for fundraising and managing investor relations, which empowers users to outpace competitors by strategically engaging the right limited partners, structuring processes to nurture these connections, and ultimately building trust with prospective investors. Moreover, it is built on the robust and secure cloud framework of Salesforce, ensuring smooth integration with the AppExchange ecosystem and access to a wide range of applications and vital industry data sources. By utilizing these powerful features, users can greatly improve their operational efficiency and achieve outstanding results in their investment activities. This holistic approach not only streamlines processes but also fosters stronger relationships with stakeholders, leading to long-term success.

Media

Media

Integrations Supported

Integrations Supported

Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
LinkPoint Connect
Mailchimp
PitchBook
Preqin
Salesforce
SyncApps

API Availability

API Availability

Pricing Information

$150 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PrivSource

Company Location

United States

Company Website

www.privsource.com

Company Facts

Organization Name

Navatar Group

Date Founded

2004

Company Location

United States

Company Website

www.navatargroup.com

Categories and Features

Deal Sourcing

Not specified

M&A

Not specified

Categories and Features

Deal Sourcing

Not specified

Financial CRM

Asset Management
Relationship Tracking

Investor Relations

Not specified

M&A

Not specified

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