Navatar, the leading CRM platform for private equity and investment banks, today announced a strategic partnership with Grata™, an AI-native private market intelligence platform and a business unit of Datasite®. This partnership includes a fully integrated solution with bidirectional sync, enabling firms to unify proprietary intelligence with Grata’s company data inside a single, AI-powered platform.
Key Features of the Integration
- Eliminates Silos: Proprietary intelligence and private company data move seamlessly between platforms. Updates in either platform are instantly reflected in both systems, providing teams with a unified source of truth.
- Automates Data Capture: All relevant company and contact details from Grata are linked with emails, meetings, and notes in Navatar. This streamlines operations, eliminates manual data entry, and ensures more accurate data at scale.
- AI-Powered Insights: With structured data flowing automatically into Navatar, deals teams can use Navatar’s AI to analyze connections, surface deal triggers, and recommend the right engagement opportunities at the right time.
- Accelerates Origination: With Grata’s AI-driven company search embedded directly into Navatar, deal teams can quickly identify targets that match their precise investment or advisory strategies.
- Enriches Firmwide Knowledge: Every Grata profile imported into Navatar is connected to the firm’s communication history, creating a comprehensive relationship view.
Leadership comments
Alok Misra, CEO at Navatar, said, “Firms can’t afford to operate with data and relationships trapped in separate systems. This integration not only eliminates data entry for investment professionals but gives them an always-on engine that continuously captures data, delivers insights, and accelerates deal flow.”
Nevin Raj, Chief Operating Officer at Grata, said, “This integration comes on the heels of Datasite’s recent acquisitions of Grata and Sourcescrub and represents a commitment to rapid innovation. It also ensures that discoveries made with Grata’s intelligence become actionable knowledge within Navatar’s CRM. The result is smarter sourcing, deeper relationships, and stronger outcomes.
Availability
The Navatar–Grata integration is now available to private equity firms and investment banks worldwide.
