Blogs by 

Discover how a venture capital CRM helps firms manage deal flow, investor relations, and portfolio companies. Learn key features, compare top CRM platforms, and see why 4Degrees is the best CRM for venture capital teams.

This guide helps private credit fund managers and investment teams evaluate the best CRM systems for deal sourcing, underwriting, portfolio monitoring, and LP reporting. It explains key features, compares leading options, and shows how the right CRM can streamline workflows, strengthen compliance, and improve investor relations.

Your 2025 reading list for dealmakers: the Top 10 across PE, VC, IB, and Consulting, plus links to deeper guides, podcasts, and glossaries.

Launch targeted AI pilots in deal sourcing, procurement, and SG&A automation with a practical playbook to boost efficiency and drive value.

The Wyse Group, a national advisory and investment firm, replaced scattered spreadsheets and manual processes with 4Degrees. In this case study, Managing Director Rob Peterson shares how the platform delivered measurable ROI and supported their growth.

This article helps private equity, venture capital, and investment banking professionals understand what makes a CRM effective for managing deal flow. It outlines the must-have features, compares leading platforms like 4Degrees, Affinity, and Salesforce, and offers practical guidance for choosing the right solution for your firm’s unique workflows.