Navatar Group, Inc. announced the launch of its new Claude-native deal engine for private equity and investment banking teams on Salesforce, combining Navatar CRM, Navatar AI, Salesforce Agentforce, and Claude. The offering aims to help firms move from disconnected AI experiments to a governed, operational system for origination, relationship intelligence, and investment workflows. The announcement was made on July 23, 2026, from New York and London. Navatar’s deal engine is designed to close the gap between AI capabilities and a shared, auditable, workflow-ready operating model by pairing freeform reasoning with PE- and IB-specific data structures, proactive workflow intelligence, and controlled model access. The engine turns CRM from a static system of record into the rules and data spine behind an AI-first deal process, with Claude serving as an on-demand reasoning layer while Navatar CRM and Navatar AI provide the structured operating layer. Navatar AI delivers pre-built workflows for private equity and investment banking, while Claude handles deeper cross-system analysis and natural-language questions.