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Navatar, the premier cloud platform for private markets, has launched a next-generation, fully AI-powered CRM tailored for private credit firms, addressing the $30 trillion market opportunity projected by Wellington Management’s 2025 Private Credit Outlook through automation, intelligent data structuring, and seamless integration into deal workflows.
Private credit’s rapid ascent, fueled by blurring public-private market lines, venture-backed firm demand, and specialty finance strategies, demands robust data management. Yet, most firms rely on outdated CRMs and spreadsheets, trapping critical insights in inboxes and documents. Navatar’s AI-powered CRM breaks this barrier by automatically ingesting and multi-tagging data across borrowers, sponsors, deals, and sectors, creating structured intelligence for real-time decision-making. “Our new platform breaks that cycle—automatically capturing relevant information from Outlook, LinkedIn, Slack, call notes, documents and third-party data—and then automatically multi-tagging people, companies, deals, sectors, turning it into structured, usable intelligence for AI to operate on,” per Navatar’s announcement. This empowers firms to scale underwriting, monitoring, and investor engagement in a $30 trillion market.
The platform embeds AI across critical functions:
Designed for rapid adoption, Navatar offers intuitive UX, eliminating costly customization and boosting deal team engagement. Unlike legacy systems with low uptake, it delivers immediate value, aligning with the data-intensive shift in private credit driven by market convergence and specialty finance growth.
With private credit projected to reach $30 trillion by 2030, Navatar’s solution positions firms to capitalize on this expansion by unlocking siloed data and automating complex processes. Its modern architecture ensures scalability without disruption, supporting firms navigating increased borrower data, market signals, and counterparty interactions. The platform’s launch, announced on October 7, 2025, reinforces Navatar’s leadership in private markets technology, offering a purpose-built tool for a dynamic asset class.
Navatar CRM powers private markets worldwide, managing relationships, originating deals, and serving investors for private equity, venture capital, investment banks, funds of funds, private credit, secondaries specialists and more. Navatar’s AI-driven platform keeps deal teams ahead—automatically delivering intelligence, unifying context, and orchestrating complex processes with zero disruption.
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