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Financial Services Industry Cloud Provider Navatar Launches Limited Partner (LP) Investment Platform for Institutional Investors

- 83 percent of LPs have either recently upgraded, or are planning to upgrade, their back office monitoring technology, according to Coller Capital. - Five out of six LPs believe that the LP community lacks the necessary investment skills, experience and processes to make successful co-investments. - Navatar LP Investment Platform offers LPs ability to centrally manage and monitor increasingly complex portfolios

July 1, 2016 8:00 AM EDT

NEW YORK, July 1, 2016 /PRNewswire/ -- Navatar, the connected growth platform for alternative assets firms, launched a first of its kind investment platform built specifically to help limited partners evaluate investment opportunities and manage their investments across funds.

Navatar Limited Partner Cloud is designed for large institutional investors, endowments, family offices, fund of fund managers, high net-worth individuals, consultants and advisors. The product helps LPs manage investments across multiple asset classes such as private equity, hedge fund, PERE, debt, infrastructure and venture capital. 

A high number of interested LPs recently attended a webinar on the Limited Partner platform.

"With the vast array of investment products competing for their attention, investors have more leverage than ever," says Ketan Khandkar, chief operating officer at Navatar. "Now, they can use a state-of-the-art toolset to perform due-diligence on these investment opportunities as well as monitor their investments closely."

Navatar understands the challenges that LPs face due to their work with hundreds of GPs who use the Navatar Private Equity platform to manage LPs. The Navatar LP platform incorporates those learnings to help manage the complexity in LP portfolios related to co-investments, direct investments and more complex, niche fund strategies.

"Until now, LPs had to rely on disparate limited systems like Excel and Outlook to track hundreds, if not thousands, of fund opportunities, manage stuffed rolodexes and generate time-intensive investment reports," says Khandkar. "While research shows a growing percentage of family offices, endowments and other institutional investors exploring integrated platforms to reduce administrative costs, they are discovering the products have been built with a different consumer in mind, and so do not correspond well with internal work flow streams."

The Navatar LP platform provides investors a centralized system for tracking investment activity by asset class and strategy. The platform also integrates online document management, third party data such as Preqin and email applications including Outlook and Gmail, creating for a seamless, collaborative LP work experience.

For more information on Navatar Limited Partner Cloud, go to:

http://navatargroup.com/financial-services-cloud/navatar-limited-partner-cloud-crm-for-salesforce.php

For other Navatar product demos, please visit:

http://navatargroup.com/financial-services-cloud/navatar-products-overview.php

ABOUT NAVATAR

Hundreds of financial services firms in 35 countries depend on Navatar (@navatargroup) to power their client management and drive front-end performance. Navatar is a connected growth platform – always evolving to help clients lead, not lag changing markets and the competition.

Built on Salesforce, Navatar is also known for its industry-specific workflow solutions for private equity, M&A, hedge funds, real estate funds, venture capital, corporate development, wealth management, private placement and others. Navatar clients include PNC, JLL, Cowen Group and Evercore.

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To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/financial-services-industry-cloud-provider-navatar-launches-limited-partner-lp-investment-platform-for-institutional-investors-300293130.html

SOURCE Navatar



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