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What is TheInvestorNet?

Identify investment prospects from diverse sources, including incubators, accelerators, co-investors, investment banks, and your personal network, while systematically evaluating them through an impartial scoring system. Work collaboratively with colleagues to establish a shared understanding and maintain organized lists that streamline the decision-making process during active assessments. Customize your deal flow to promote effective tracking of opportunities, ensuring seamless communication with both internal teams and external partners. Achieve a holistic perspective of your entire deal portfolio, facilitating easy access to all portfolio companies and enabling real-time collaboration on essential metrics, milestones, and pertinent information. Preserve all deal data from sourcing through evaluation and investment, while also managing investor relations, communications, and financial aspects in a single, centralized platform. The system is designed to guarantee that no information is lost, as every piece of data is either versioned or archived, ensuring a comprehensive record of all deal activities for future reference. This careful methodology not only improves transparency but also supports well-informed decision-making throughout your investment process, ultimately contributing to more successful outcomes in your financial ventures. By maintaining a structured approach, you can further enhance your ability to identify and capitalize on promising investment opportunities effectively.

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

Docusign
Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
Dropbox
Google Drive
Google Workspace
HubSpot Customer Platform
HubSpot Marketing Hub
LinkPoint Connect
Mailchimp
Microsoft 365
Microsoft Outlook
PitchBook
Preqin
Salesforce
SyncApps

Integrations Supported

Docusign
Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
Dropbox
Google Drive
Google Workspace
HubSpot Customer Platform
HubSpot Marketing Hub
LinkPoint Connect
Mailchimp
Microsoft 365
Microsoft Outlook
PitchBook
Preqin
Salesforce
SyncApps

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

TheInvestorNet

Company Location

United States

Company Website

www.theinvestornet.com/features.html

Company Facts

Organization Name

Navatar Group

Date Founded

2004

Company Location

United States

Company Website

www.navatargroup.com

Categories and Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

M&A

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