One live company context. The right view for everyone who needs one.
The business, its board, its investors and its lenders working from the same facts - every view drawn from the same live, always-current data.
Know what matters next.
Move faster, stay ahead of commitments and keep every external audience ready.
- Guided next steps for the stage you are actually at, across eight areas of the business
- Commitments and obligations tracked before they fall due
- Board packs, investor updates and applications drafted from your own numbers
Know what changed - and where to act.
See progress, risks, decisions and reporting without waiting for the next update.
- Progress, risks and decisions visible as they change, not at the next review
- Comparable numbers across holdings, calculated the same way
- LP, lender and regulatory reporting assembled as the quarter runs
One live company context makes both possible
There is nothing to fill in. The context is built from systems the business already runs, which is exactly why it stays trustworthy - every statement traces back to a source, and changing reality changes the record.
Connect what already exists
Ledger, banking, billing, CRM, HR, deployment pipeline, Companies House and document storage. Read-only, and nothing is rekeyed.
Agents build the context
Specialist agents read each system, derive every metric the same way, extract key terms from documents, and record each business event with the system it came from.
Both sides read from it
The company gets guided work and generated reporting. Its investors get a live view, without a request going out to anyone.
One record, not two. Reporting portals go stale because nobody at the company benefits from filling them in. Here the investor view is a by-product of work the business was going to do anyway - so nobody maintains a second system, and a number cannot differ between a board pack and a portfolio view.
You decide what Navaris sees, and what leaves the building
Connecting a business system is a serious thing to ask. Access is read-only, scoped and revocable — and nothing reaches an investor that the company has not agreed to share.
Read-only by design
Navaris reads to keep the context current. It never moves money, sends anything on your behalf, or changes a record in your systems.
Approval before indexing
Nothing enters the context until it is approved. You choose what is connected and what stays out.
Granular permissions
Control what each person and each investor can see, down to the area and the individual document.
Full audit trail
Every access, share and export recorded, so you can answer who saw what and when.
More detail in our security overview.
See it on a real business
We will walk you through the live company context - built from the systems you already run - and the view each audience gets from it.
Book a Demo