Navatar Private Equity, which runs entirely in salesforce.com’s cloud, provides out-of-the-box functionality and workflows essential for private equity firms.
Navatar Group also provides all implementation services, accounts/contacts migration, training, maintenance and support free of charge.
Navatar Private Equity enables firms to: manage fund lifecycle; identify potential investors for a fund;
track investor commitments; manage commitment transfers; manage co-investments; track side letters and limited partner agreements; identify correspondence for each fund; track deal flow / deals in the pipeline; manage Capital Calls & Distributions; track portfolio company performance and manage Fund of Funds portfolio.
Ketan Khandkar, principal at Navatar Group said private Equity firms can now start using a fully built solution for their CRM and operations for one small monthly fee – no capital expenditure, no implementation costs, free upgrades and zero maintenance costs.
