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Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce
Globenewswire· 2025-12-04 06:00
Core Insights - Navatar has announced a strategic partnership with Inven to enhance its CRM platform for private markets by integrating Inven's AI-powered deal-sourcing intelligence [2][7] Group 1: Partnership Overview - The partnership aims to provide investment professionals with a unified, data-rich environment to identify, evaluate, and engage with private companies [2] - The integration is available immediately to private equity firms, investment banks, search funds, and corporate development teams globally [7] Group 2: Key Features of Integration - **Accelerated Deal Discovery**: Inven's AI scans millions of data sources to identify lower- and middle-market opportunities directly within Navatar [3] - **Unified Intelligence**: Insights from Inven sync with Navatar's CRM data, enriching the understanding of each opportunity [4] - **AI-Enhanced Origination**: Navatar AI surfaces deal triggers and engagement recommendations, helping teams connect with relevant companies [5] - **Automated Data Capture**: The integration eliminates manual research and data entry, keeping pipelines continuously updated with fresh intelligence [6] - **Actionable Alerts**: Teams can set real-time alerts for key events, ensuring they do not miss important signals for sourcing or advisory engagement [7] Group 3: Company Backgrounds - Navatar powers private markets by managing relationships and originating deals for various financial sectors, including private equity and venture capital [8] - Inven is recognized for its ability to surface significantly more relevant companies and investors than traditional tools, becoming a new standard in M&A deal sourcing [9]
India's M&A Boom Meets AI: Navatar Brings Salesforce-Powered Deal Origination CRM To Private Equity & Investment Banking Firms
Globenewswire· 2025-09-18 01:02
Industry Overview - India's mergers and acquisitions market has reached nearly $41 billion in 2025, driven by significant deals from major players like Reliance, JSW Group, and Tata Sons [1] - Private equity activity in India is at its highest level in over a decade, with global investors and sovereign funds actively seeking opportunities alongside influential Indian conglomerates [1] Company Expansion - Navatar, a leader in AI-powered CRM for private markets, is expanding its operations in India with a dedicated local office and founders of Indian origin, providing deep market insights and necessary technology for Indian dealmakers [2] Technology and Features - Navatar's CRM integrates seamlessly with Outlook and Salesforce, automating data capture and transforming daily activities into structured intelligence without manual entry [4] - The platform is built on Salesforce and integrated with Microsoft Copilot, offering enterprise-grade AI and privacy safeguards to ensure client confidentiality [4] - AI-driven features include automated intelligence capture, deal origination and sourcing, buyer-seller matching, document intelligence, fundraising LP intelligence, and real-time workflow insights [7] Market Impact - As global capital flows into sectors such as healthcare, consumer goods, renewables, and technology, Navatar provides the infrastructure for Indian dealmakers to scale their operations confidently [5] - Hundreds of leading firms worldwide already utilize Navatar to enhance their competitive edge in winning mandates, deepening relationships, and closing deals more efficiently [5]