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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Effortlessly import or update contact information for potential bidders by simply dragging and dropping from spreadsheets, while simultaneously monitoring engagement for every opportunity. Engage hundreds of buyers with the same ease as one, quickly generate multiple emails using templates that come fully watermarked and password protected, effectively reducing errors and saving significant time. Receive near-instant updates regarding buyer interactions and critical deal milestones. With just one click, export real-time data to facilitate informed decision-making based on a unified source of truth. Gain insights into buyer behavior across various opportunities, enhancing your strategic perspective like never before. Assess deal likelihood and market trends with unprecedented clarity, and integrate Outreach with your customer relationship management (CRM) system for a seamless two-way data exchange, ensuring continuity and optimal return on your CRM investment. This integration not only maximizes efficiency but also strengthens your overall sales strategy.

Description

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Box No 
Cirrus Insight No 
Conga Contracts No 
Constant Contact No 
Datasite Acquire Yes 
Datasite Diligence Virtual Data Room Yes 
Datasite Prepare Yes 
Docusign No 
Google Chrome Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
LinkPoint Connect No 
Microsoft Edge Yes 
Mozilla Firefox Yes 
PitchBook No 
Preqin No 
Safari Yes 
Salesforce No 

Integrations

Adobe Acrobat Sign Yes 
Box Yes 
Cirrus Insight Yes 
Conga Contracts Yes 
Constant Contact Yes 
Datasite Acquire No 
Datasite Diligence Virtual Data Room No 
Datasite Prepare No 
Docusign Yes 
Google Chrome No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LinkPoint Connect Yes 
Microsoft Edge No 
Mozilla Firefox No 
PitchBook Yes 
Preqin Yes 
Safari No 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Datasite

Founded

1968

Country

United States

Website

www.datasite.com/en/products/outreach

Vendor Details

Company Name

Navatar Group

Founded

2004

Country

United States

Website

www.navatargroup.com

Product Features

M&A

Virtual Data Room

Anonymity Management No 
Audit Trail No 
Collaboration No 
Data Protection No 
Data Storage Management No 
Document Tagging No 
Due Diligence Management No 
Procurement Management No 
Project Management No 
Role-Based Permissions No 
Secure Preview No 

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

M&A

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