Investment Banking CRM Software
Streamline Your Deal Process Without Leaving Your Inbox.
Don’t leave complex transactions – worth millions with dozens of stakeholders – to an assortment of Excel spreadsheets and generic CRM tools.
Our relationship intelligence CRM is purpose-built for the specific needs of investment bankers, offering unmatched scalability and key features to optimize workflows and make informed decisions
Trusted by hundreds of teams in the private markets.
Simplify Your Business Development and Deal Management Process.
Drive Business Development
Discover news, funding events, and actionable insights to engage with mergers and acquisition teams, private equity firms, other deal flow sources, and potential buyers.
Save time and gain a competitive edge: by leveraging your team’s network to find warm introductions to prospective clients or investors with our relationship strength scoring algorithm.
Build long-term relationships with deal sources by finding the right opportunities to engage, follow-up, and stay top of mind with real-time network updates and notifications.
Streamline Your Transaction Process
Handle multiple mandates with distinct pipelines and sync with document management solutions for speedier due diligence.
Customize your deal pipeline views to match your team’s dealmaking workflow. Track deal milestones and monitor their status to foresee any possible roadblocks.
Improve deal visibility with custom, fully shareable, auto-completed deal pipeline reports and dashboards to make informed data-driven decisions and streamline your pipeline.
Leverage built-in scalability to accommodate growing deal volumes and expanded teams.
Make Your Network Work for You
Identify the right capital providers for each deal - we categorize them by focus areas and gather their prior experience and investments.
Don't lose touch with sponsors and deal flow sources - we provide reminders to maintain client relationships and investor connections.
Mine your team's network to get warm introductions or referrals to management teams, investors, or prospective buyers.
Nurture key relationships and stay top of mind with news, information, and relationship insights
Your Process, Visualized Your Way
Track meetings, emails, client data, prior investors, contact information, team members, client interactions, and deal metrics automatically without manual data entry.
Customize your deal lifecycle with the stages and information that match your business development process with minimal data entry.
Centralize your deal data, client information, and workflows to ensure every team member is on the same page and working efficiently.
Assign tasks to deal team members, set reminders, and leverage automation to streamline your workflow and close deals.
Investment Banking CRM FAQs
An Investment Banking CRM centralizes your deal pipeline, client coverage, and relationship data so you can originate, manage, and close mandates more efficiently.
You'll be able to:
Drive business development by uncovering news, funding events, and actionable insights, and leveraging relationship strength scoring for warm introductions to M&A teams, private equity firms, and other deal sources.
Streamline your transaction process with distinct pipelines for each mandate, manage documents for faster due diligence, and create custom deal-pipeline views that enable you to track milestones and anticipate potential roadblocks.
Make your network work for you by categorizing capital providers, sending reminders to engage sponsors and deal sources, and mining warm introductions to management teams, investors, or buyers.
Visualize your deal lifecycle your way by auto-logging meetings, emails, client data, and deal metrics, customizing stages to match your workflow, and centralizing data so every team member stays aligned.
Stay connected on the go with native iOS and Android apps, so you can review pipelines, access client insights, and manage relationships from anywhere.
By automating relationship management and standardizing workflows, 4Degrees helps you move mandates forward with precision.
You'll be able to:
Capture and log interactions automatically, including emails, calls, meeting notes, and roadshow details, into a unified deal dashboard.
Prioritize outreach with a relationship strength score that surfaces your warmest contacts at banks, sponsors, and corporate issuers.
View your deal pipeline in real time with customizable stages and drag-and-drop updates to see progress at a glance.
Enrich deal and client data, including company profiles, financial information, and contact details, without manual effort.
This means less time juggling spreadsheets or toggling between apps and more time moving mandates forward.
A top-tier CRM combines deal management, relationship insights, and analytics to support every mandate.
Look for:
Customizable deal pipelines that match your firm's stages, from pitch to syndication and close.
Relationship intelligence to map warm intro paths and measure connection strength.
Real-time reporting on pipeline health, deal velocity, and team performance.
Integrations with other parts of the investment banking technology stack.
Relationship intelligence uncovers who in your firm can best open doors, transforming passive networks into proactive deal engines.
You'll be able to:
• Map your and your firm's networks to pinpoint which colleagues hold the strongest ties to target companies and investors.
• Score relationships based on emails, meetings, referrals, and past deal involvement.
• Receive automated intro suggestions so you reach out to the right person at the optimal moment.
• Track intro performance to see which connection paths yield the highest conversion rates.
4Degrees connects seamlessly across your tech stack, ensuring data consistency and streamlined workflows.
Some integrations include:
Email & calendar sync (Gmail, Outlook, Office 365) for automatic logging of calls, meetings, and roadshow events.
Marketing and email tools via Zapier (Mailchimp, Constant Contact, HubSpot) to run targeted investor campaigns.
Cloud storage (Dropbox, Google Drive, OneDrive) for centralized pitchbook and due diligence repository.
Once you become a customer, our onboarding team will ensure your data, workflows, and integrations are fully configured so you can hit the ground running.
They will
Bulk-import your existing data from spreadsheets, CSV files, or CRM exports with automated field mapping.
Connect integrations with any other systems in your software stack.
Offer ongoing success support with role-based permissions, mobile apps, and a dedicated customer success manager.
Supporting Exceptional Investment Banking Firms, Globally.
“4Degrees is the perfect cloud financial services CRM solution. It has made our pipeline management and decision making processes more efficient. Its user friendly functionality makes it a great deal flow and relationship management tool that we use hourly .” Lance Dietz
Getting Started is Simple:
Already have a CRM platform?
We integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:
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