Navatar Unveils Governed AI Framework for Private Equity and M&A Firms
A new governed AI framework has been introduced by Navatar for private equity and M&A firms. This framework combines Salesforce's CRM, Agentforce, and Claude to enable firms to selectively apply advanced AI reasoning while maintaining control over sensitive deal, LP, and portfolio information.
The framework addresses a common concern in the industry: how to use powerful external AI models without exposing confidential information. Navatar's approach is to make AI usage selective, structured, and governed, allowing firms to determine where AI is used and what data is accessed.
The framework separates recurring, operational work from open-ended reasoning, using different layers for private-markets-specific tasks and complex questions. This division allows deal teams to use natural-language AI without exposing sensitive context to external systems.