Navium is the relationship-intelligence CRM for boutique fund managers — deal flow, LPs, and co-investor networks in one quiet, fast workspace. Without the $60k enterprise price tag.
Boutique fund managers run the same playbook as billion-dollar firms — relationships, deal flow, LPs — but the tools are built for the extremes. So you compromise.
Cheap and familiar — until a relationship goes cold without anyone noticing.
The finance workflow, opinionated and ready on day one — with intelligence that's actually legible.
Affinity, DealCloud, Salesforce — powerful, but built (and priced) for mega-funds.
Every other CRM hands you a number. Navium shows you the reasoning — so you trust it enough to act.
A 0–100 relationship score is only useful if you believe it. Navium pairs every score with the why — recency, role, deal links — and a freshness tier so you know who's going cold before they do.
Set your own definition of "going cold" — 30, 60, 90 days — and Navium surfaces the highest-value relationships you haven't touched, ranked by strength. One click to re-engage.
Not a blank database you have to assemble. The deal-flow, LP, and co-investor model is built in — tuned to how your fund type works.
Drag-and-drop kanban with per-stage value and a probability-weighted forecast — the number you plan capital around.
Legible 0–100 scores, freshness tiers, and the reasons behind them — so you re-engage the right people first.
Committed, soft-committed, and pipeline capital at a glance — every commitment and close date in one funnel.
Map who you syndicate with and who brought you the intro — the warm paths that win allocation.
Log calls, meetings and notes in seconds; tasks grouped by what's overdue so nothing slips.
Pick your fund type, import your contacts, done. No admin, no consultant, no six-month rollout.
Flat team pricing — no per-seat math, no surprise renewals. A fraction of what enterprise CRMs charge, without the enterprise overhead.
Billed annually · guided onboarding · cancel anytime. Prices in USD.
“The whole game is knowing who to call this week. No tool priced for a boutique fund actually told us — so we built one that does, and shows its work.”
Request access and we'll be in touch to get you set up. Import your network, see who's going cold, and never lose a warm relationship to neglect again.
No spam. We'll only reach out about early access.