Connect team members, advisors and stakeholders with bank grade security for easy information sharing and project management anytime, anywhere. Navima is your hub for M&A (mergers and acquisitions).
Stay on-track with Task Management. Create a content-rich knowledge base using the Wiki and build an M&A centre of excellence. Collaborate with Instant Chat and Discussion Forums. Share documents securely with File Locking, Watermarking and Version Control.
Navima supports all phases and types of M&A and Corporate Development – including deal origination, due diligence, signing & closing, integration, divestments, alliances, JVs/partnerships and corporate venture capital (CVC).
Navima is enriched with M&A Playbooks based on the best practice
applied across 100s of successful M&A deals - created in partnership with BTD, the IMAA (Institute of Mergers, Acquisitions and Alliances) and Navima content partners*.
Why Navima
Single source of truth: All documents, tasks, project plans, risks/issues, conversations, etc. are located within a highly-secure, collaborative cloud platform.
Save time: Dynamic dashboards & reports support real-time working, while compatibility with standard desktop packages and other software solutions saves teams hours when it comes to reporting across M&A projects.
Data Security: A highly-secure environment for planning, executing and reporting across M&A projects. Navima replaces the need to share confidential documents via email and allows teams to control exactly what teams + external advisors can see and do. Navima is an ISO 27001 certified company.
Access to Best Practice: M&A Playbooks provide teams with the know-how to run a successful acquisition and integration.
Features
Workspaces: Each individual project has its own dedicated Workspace and Activity Stream – enabling users to see exactly whats going on within a project at any given time.
Project Management: Stay on-track with Task Management (with Gantt). Split projects into groups/workstreams comprised of tasks, subtasks, and milestones. Assign tasks to project members or user groups, set start & end dates, priorities and dependencies.
Documents: Start sharing documents within minutes. Set up a folder structure for easy navigation then upload multiple files of any format/size (including video). Stay in control with version control, file locking and approvals. View all saved versions of a document, compare and rollback/restore to previous versions.
VDR (Virtual Data Room): Navima’s VDR is a highly secure document repository, ideal storing and sharing sensitive information across M&A deals, teams, stakeholders and externals. Add custom watermarks (custom text, email address, IP, timestamp) and share documents with internal and/or external members via Guest Share. Set optional expiry dates & passwords when sharing documents externally and control access at the document level.
Collaboration: Create project discussion groups to allow project members to communicate and engage with each other. Individuals can add comments, discuss tasks, read @mentions and participate in project chat.
Communication: Navima makes it easy for you to collaborate and discuss with your internal and external team members. Discussions on Navima ensure team members have easy access to key conversations, all the time. Add comments and feedback to discussion threads + connect the dots by linking to files, tasks and events, etc.
Wiki: Create a rich content experience for teams – add attachments, hyperlinks, tables, images and embed videos – ideal for creating a suite of M&A best practices, sharing project notes or a project intranet. Easy to use and with familiar word editor features, the Wiki is optimised for multiple editors/collaborators. Instant editing and saving with no need to download/upload new versions.