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Navatar and Grata unite to deliver AI-powered private equity deal

Summary by Wealth DFM
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 Si…
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Wealth DFM broke the news in on Sunday, October 19, 2025.
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