4Degrees

The Relationship Intelligence CRM for Deal-Driven Teams.

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Overview

4Degrees is a CRM and relationship intelligence platform designed for deal-driven teams in private equity, venture capital, and M&A. The platform helps firms manage their deal pipelines and leverage their collective network to find and close more proprietary deals. It automates data entry by integrating with email and calendars, and provides insights into relationship strength and team activity to ensure key connections are maintained and opportunities are not missed.

✨ Key Features

  • Relationship Intelligence
  • Deal Pipeline Management
  • Automated Contact & Activity Logging
  • Network Coverage Analysis
  • Customizable Reporting
  • Salesforce Integration

🎯 Key Differentiators

  • Built by former investors specifically for the workflows of PE and VC
  • Strong focus on proactive relationship management and ensuring follow-ups happen
  • Combines relationship intelligence with a user-friendly deal pipeline management system

Unique Value: 4Degrees helps deal-driven teams harness the power of their collective network to source and close more deals, ensuring no opportunity or relationship falls through the cracks.

🎯 Use Cases (5)

Private Equity Deal Sourcing Venture Capital Relationship Management M&A Advisory Investment Banking Corporate Development

✅ Best For

  • Helping PE firms track their interactions with investment bankers and business brokers to improve deal flow.
  • Identifying gaps in a firm's network coverage within a specific industry sector.
  • Automating the process of logging meetings and emails related to active deals.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Firms needing fund accounting or back-office administration
  • Standard B2B sales teams

🏆 Alternatives

Affinity DealCloud Backstop Solutions Pipedrive

Compared to generic CRMs, 4Degrees is purpose-built for the long, relationship-based cycles of private equity. Versus competitors like Affinity, it offers a similar automated approach but with a unique focus on proactive engagement and follow-up reminders.

💻 Platforms

Web

🔌 Integrations

Gmail Microsoft Outlook Salesforce PitchBook Crunchbase

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

Contact for pricing

✓ 14-day free trial

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