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Why Choose 4Degrees over Affinity?

The private market industry is inherently relationship-driven and network-focused. As a result, the way you leverage your network can be a strong determinant of your firm’s success. By relying on out-of-date or incomplete relationship context, you can spend hours or days looking for the data you need to move deals forward, distracting you from other high-value activities, such as networking and building connections.

 

 

Ready to see how 4Degrees can help your firm move more deals forward? 

Request a personalized demo.


Overview

Many platforms promise to help organize your deal flow and categorize your contact database. But, unfortunately, most of them are sales-focused CRMs designed to support a traditional transactional sales process. In short, they were not designed for the specific needs of relationship-driven industries.

This page compares how 4Degrees and Affinity stack up when it comes to helping you leverage your network and source your next investment opportunity.

4Degrees is an intelligent relationship management platform for deal-driven teams designed from the ground up by former investors. Our platform identifies the right connections to focus on, works with you to strengthen those relationships over time, and empowers you to activate your network to source new deals, conduct diligence, and support your portfolio companies.

Affinity is a relationship intelligence platform built for relationship-driven industries – financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network to source new opportunities.


Key Features and Capabilities

Both 4Degrees and Affinity allow you to capture every interaction with your contacts by syncing with Microsoft Exchange and Gmail servers. Your team can then visualize your deal pipeline in a traditional list view or Kanban style view, keeping you updated on the status of every deal.

Data entry is a time-consuming and tedious process. Affinity and 4Degrees enrich contact, company, and deal data with information sourced from 3rd party data providers. 4Degrees relies on Full Contact, Clearbit, Crunchbase, and PitchBook to enrich firmographic and contact data. This way, you can spend time on what matters.

Contact and organization profile pages are table stakes in the world of CRM. Both platforms allow you to add contacts by syncing your email accounts, adding contacts directly from LinkedIn, and exporting data via a CSV file. Additionally, all profile page fields are fully editable to fit your unique needs.

By having access to pre-configured reports and the option to create custom reports, both 4Degrees and Affinity empower you with the data you need to understand and streamline your team’s performance.

We know you rely on multiple tools to stay on top of your work. That is why Affinity and 4Degrees integrate with the tools you already use. Using Zapier, Affinity, and 4Degrees can seamlessly integrate with hundreds of other products, including Slack, Mailchimp, Dropbox, etc.

Find the best path to a warm introduction. Relationship intelligence platforms use proprietary algorithms to analyze the strength of your relationships and help you identify the best approach to a specific company.

Get work done and strengthen your professional relationships at any time by having access to all your data directly from your phone. Regardless of what phone you use, both the Affinity and 4Degrees mobile apps are compatible with Android and iOS.

What Makes 4Degrees Unique

Network Updates

4Degrees helps you grow your relationships by providing you with updates and notifications to stay abreast of events happening with your network. These include being featured in the news, publishing an article, and sharing content on social media, giving you a genuine reason to reach out and re-engage.

Extensions and Email Add-ins

The 4Degrees Google Chrome Extension allows you to visit any company’s website, identify any people from that organization connected to your firm, add them to a 4Degrees list, or create a new deal on 4Degrees without ever leaving the website. 

Gmail Extension and Outlook Add-in: We understand most work happens inside your inbox; that is why we empower you to access the platform’s core contact management and relationship intelligence functionality directly from your inbox. 

Salesforce Integration

4Degrees works on top of Salesforce to enhance your Salesforce CRM data by deploying our proprietary relationship intelligence algorithms directly to your Salesforce contacts. By leveraging this integration, you can automatically find your team’s strongest connection to those contacts associated with an account on Salesforce.

Total Cost of Ownership

We charge a flat per user per month subscription fee with the option of monthly, annual, and multi-year terms. Depending on your needs, implementation costs start at $0 and increase depending on the scope of work: no extra fees or hidden costs.

Power and Flexibility 

Contract Flexibility: We recognize committing and paying upfront for a year is not ideal for all teams. That is why we offer the flexibility of a month-to-month option.

White-Glove Implementation: To ensure you get the most value out of 4Degrees, our implementation team can work with you to customize the system to fit your team’s current workflow; this includes creating custom integrations, importing data, configuring your pipeline, etc.

Commitment to Customers

At 4Degrees, we are laser-focused on your success and ensuring we deliver on our promise to make your firm more productive.

That starts with onboarding – where once you become a customer, a dedicated Customer Success Manager (CSM) is assigned to guide you through onboarding and implementation. As part of our commitment to your success, you will get a complimentary onboarding session included in your subscription.

That care also continues through the duration of your relationship with us, with proactive check-ins from your CSM, access to our live chat and help desk, and video calls + screen share sessions as needed to resolve any issues you’re experiencing.

Powering Relationships & Deal Flow for 100+ Teams.

techstars

Our Customers Love us - You Will Too.

Don’t just take it from us – hear it directly from them:

Lance Dietz
Principal, KB Partners

“4Degrees makes us smarter.  We get powerful relationship and deal management in one compelling package.”

Your Fund Deserves the Best Deal Tools.

We’d love to show you why we’re the best.

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