MarketNav comes with the standard features that enable relationship, pipeline and deal management.  

MarketNav Simplifies Pipeline Management

Monitor your firm's entire market coverage and deal pipeline through dashboards and campaigns

  • Manage upcoming tasks, calls and meetings related to pipeline opportunities

  • Create campaigns geared towards sector-specific deal initiatives, events and conferences

  • Enhance outreach efforts by leveraging marketing automation tools

  • Utilize MarketNav solution to create itineraries that maximizes travel plans

  • Analyze your funnel to convert pipeline opportunities into new deals

  • Generate new leads, expand your network and proprietary deal sourcing

Deal Management

Pipeline Management

Reports / Analytics

Relationship Management

Operations

Other  Standard

In addition to the standard features above, MarketNav is packed with additional features tailored specifically for customers based on end markets – at no additional cost. Click on your market to view examples

Deal Management

Deal management from start to finish, From initial review through closing. Uncover insights around prior deal activity to put you best foot forward

  • Manage internal and external diligence streams effortlessly through each stage of a deal

  • MarketNav technology automates the manual workflows involved in each transaction 

  • Compose investment committee or marketing materials that leverage 

  • Access deal-specific resources and benchmark against industry-wide data or your firm's internal competitive 

  • Keep your team aligned around process timeline and deadlines through an integrated calendar 

  • Create secure file sharing amongst deal team, service providers and 

  • MarketNav uncovers insights from prior deals to avoid mistakes and drive your deal to a successful close 

Pipeline Management

Monitor your firm's entire market coverage and deal pipeline through dashboards and campaigns.

  • Manage upcoming tasks, calls and meetings related to pipeline opportunities

  • Create campaigns geared towards sector-specific deal initiatives, events and conferences

  • Enhance outreach efforts by leveraging marketing automation tools designed specifically for industry professionals

  • Utilize MarketNav to create itineraries that maximizes travel plans to get in front of clients

  • View performance metrics across your pipeline informing you what works (and what doesn't)

  • Analyze your funnel to convert pipeline opportunities into new deals and client engagements

  • Generate new leads, expand your network and proprietary deal sourcing

Relationship Management

Comprehensive solution for relationship, pipeline and deal management. MarketNav's relationship management tool is a vertical market solution purpose-built for the industry. Out-of-the-box interface tailored for the industry with flexible customizations

  • Dashboard: manage relationships and firm activity: Connect dots between deals, industries, companies and resources in one location

  • Profiles: Quickly view all necessary deal, company, and contact records and related communication. Everything you need at your fingertips - no customization req'd

  • [ ]'s technology automates the creation of new deals and company/relationship records, eliminating manual entry to focus on what matters most

  • e.g. instead of manually creating deal sum, cim data extraction populates tearshet

  • Avoid customizations that simply don't work or require too much configuration

Reports/Analytics

Find reports and analytics embedded throughout MarketNav's features. Access your most important/used KPIs or generate new analyses from the Analytics dasboard

  • Provide quick-access to routine dashboards & tearsheets, insights across firm activities, value creation opportunities and more

  • Leverage built-in analyses that come standard with MarketNav or build your own custom features 

  • Harness the power of partner data integrations 

  • Regardless of outcome, MarketNav technology extracts value from your firm's prior work on day 1 after implementation

Operations

Like most other features, MarketNav's Operations solution are tailored specifically to each end-market. Manage firm operations through centralized administration

  • Monitor all current engagements or fund performance - topline

  • Stay atop your clients or portfolio company's activity and facilitate periodic reporting

  • Organize and track deal teams to understand personnel capacity and manage staff appropriately

  • Enterprise compliance and risk management features to mitigate potential conflicts

  • Incorporate ESG initiatives across the firm and portfolio: establish goals, track success, compare to prior periods and share across stakeholders

  • Deliver value to your clients or portfolio companies by providing access to firm-wide resources and best practices that drive success

  • Archives and document management 

  • Manage travel and deal-related expenses

  • Integrate back-office and 3rd party or internal IT