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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

At Carl, we assist owners of small and medium-sized enterprises as they navigate the journey towards a successful business sale. Through innovative platform-based technology solutions, we provide our clients with seamless access to a distinctive network of potential buyers. Unlike in the past when only large corporations had such advantages, Carl offers tailored options to SMBs that cater to their unique needs. We guarantee our clients a successful transfer of ownership, prioritizing the entrepreneur's desires throughout the entire process. With approximately 600,000 mid-market businesses seeking successors, Carl effectively connects all relevant parties, organizes the sales process, and enhances the likelihood of successful transactions. Each sale is approached as a unique case, allowing us to leverage the insights gained from numerous projects to create a process that aligns perfectly with your objectives—whether that means protecting your brand, maximizing the sale price, or safeguarding jobs. Your priorities become our mission, ensuring that your success is at the forefront of everything we do. Furthermore, our commitment to understanding your specific goals allows us to craft solutions that resonate with your vision for the future.

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 
Docusign No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
LinkPoint Connect No 
Mailchimp No 
PitchBook No 
Preqin No 
Salesforce No 
SyncApps No 

Integrations

Adobe Acrobat Sign Yes 
Box Yes 
Cirrus Insight Yes 
Conga Contracts Yes 
Constant Contact Yes 
Docusign Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
LinkPoint Connect Yes 
Mailchimp Yes 
PitchBook Yes 
Preqin Yes 
Salesforce Yes 
SyncApps 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 No 
iPad App No 
Android App No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars No 
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

Carl

Founded

2016

Country

Germany

Website

www.carlfinance.de/

Vendor Details

Company Name

Navatar Group

Founded

2004

Country

United States

Website

www.navatargroup.com

Product Features

M&A

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

Alternatives

Alternatives

INTERAL Maintenance Reviews

INTERAL Maintenance

Conception INTERAL