What’s New at 4Degrees
A running log of the latest product updates, new features, AI-powered capabilities, and improvements designed to help deal teams manage relationships and deals more effectively.
July 17, 2026
Find the Right Deal Faster in Outlook
The Outlook add-in now returns more matching deals and ranks direct deal-name matches higher. When there are too many matches, you are prompted to refine the search instead of missing results silently.
The create-deal wizard also got clearer. Suggestion cards now show high, medium, and low confidence visually, so you can judge extracted values instead of treating every suggestion the same. The Email thread action on contact and deal views now sits cleanly inside the header card, with contact role and company shown more cleanly.
Why it matters: Less time hunting for the right deal from your inbox, and more clarity on which extracted values to trust.
View Smaller Improvements and Fixes
Safer rich-text links: Unsafe links in rich-text content, including mass emails, are now converted to plain text instead of remaining clickable.
More reliable report exports: Background CSV exports for deal and contact reports now handle unexpected custom-field types instead of failing silently.
Stronger bulk deal permissions: Bulk stage-change and delete actions now check admin permissions against the correct organization.
More reliable contact merges: Merging duplicate contacts now preserves introduction references tied to imported emails, keeping relationship history intact.
Clearer AI file-apply outcomes: Partially successful contact updates from files are now reported as partial instead of fully applied.
Resumable AI file-apply batches: If a file-apply batch is interrupted mid-run, retrying resumes pending work instead of erroring out.
July 10, 2026
Save Contact Reference Fields on Deals Without Errors
Deal custom fields that use Contact Reference now save correctly the first time you select a contact, including fields converted from Text. The false "Contact does not exist" error is gone.
Why it matters: You can link existing contacts to deals reliably, with no retries or workarounds.
View Smaller Improvements and Fixes
Reminder assignment edits: Editing a reminder without changing its assignee no longer triggers duplicate notifications, and invalid assignees are now rejected safely.
Deal activity feeds: Feeds once again include interactions from associated contacts, so teams see a fuller view of relationship history on a deal.
July 6, 2026
See the Full Relationship History on Every Deal
Deal activity feeds now consistently include interactions connected through associated contacts.
This gives teams a fuller view of the relationship history behind each deal, without needing an org-level opt-in setting.
Why it matters: Deal decisions are better when the full interaction history is visible in one place.
View Smaller Improvements and Fixes
Safer report exports: Report CSV exports no longer store session security tokens in saved export parameters, reducing sensitive-data exposure while keeping export behavior unchanged.
More reliable AI Assistant pasting: Pasting notes and other text into the assistant composer now works more reliably, including from sources that put both text and file data on the clipboard, and long pasted text is kept up to the allowed limit instead of being silently rejected.
June 29, 2026
Automate Follow-Ups Around Important Deal Dates
Admins can now create deal automations that trigger when a Date field reaches a specified value, with a configurable offset before or after the selected date.
This makes it easier to turn important deal milestones, deadlines, and follow-up dates into timely actions without relying on manual tracking.
Why it matters: Important dates should lead to action. Date-based automations help teams stay ahead of deadlines, follow up consistently, and keep deals moving forward.
View Smaller Improvements and Fixes
Faster filtered deal lists: Deal views with multiple filters now load faster and more reliably, including complex views that could previously time out.
More reliable mass email campaigns: Campaign duplicate detection now considers the actual recipient set, so consecutive sends to different groups are no longer incorrectly treated as duplicates.
Improved Outlook add-in support: The Outlook add-in now handles calendar appointments and sent messages more accurately, prioritizing the external contacts involved instead of the signed-in user.
Expanded API v2 support: Integrations can now update contact custom fields, including text, number, date, select, and multi-select fields. Company responses also include more complete contact, custom-field, and associated-deal data.
Correct deal dates across time zones: Editing a deal Date field now uses the user’s time zone, preventing dates from shifting to the wrong calendar day.
Improved Team Contacts pagination: Users can now move through Team Contacts pages normally after contact counts finish loading in the background.
Clearer reports dashboard layouts: Pinned reports now display at a maximum of two per row, with additional spacing around chart labels to improve readability.
More accurate AI Assistant company citations: AI Assistant citations now display the correct company names and avoid linking to the wrong record when a company cannot be matched safely.
Clearer API key copy confirmation: The API settings page now shows a clear confirmation after an API key has been copied.
June 22, 2026
Customize Your Reports Dashboard
The Reports dashboard now gives teams more control over the information they see at a glance.
Instead of a fixed two-report layout, users can now build a responsive grid with up to 10 pinned report cards. Reports can be added, removed, reordered, and saved, making it easier to create a dashboard around the metrics that matter most to your team.
View Smaller Improvements and Fixes
Faster Deal Kanban boards: Large Kanban boards now load more efficiently while preserving card editing, stage updates, tags, and other existing functionality.
Freeze columns on Contacts and Companies lists: Users can now pin leading columns so key identifying information remains visible while scrolling across wide lists.
More accurate deal “Last viewed” data: Newly created or imported deals no longer appear as viewed unless someone has actually opened them.
More reliable location filters: Location filters now distinguish more accurately between city and state abbreviations across deals, contacts, reports, search results, and trip filters.
Faster company profiles: Company detail pages now reduce unnecessary background processing, helping profiles with large amounts of data load more quickly and reliably.
Clearer error messages: Login, reminder, integration, assistant, document, and administrative workflows now provide cleaner and more actionable error messages.
Improved data-room invites: Updated status banners make it easier to understand whether a participant invitation was sent, skipped, or requires attention. The “Send invite email” option is also easier to find and understand.
Better logged-out feedback submissions: Logged-out users can now provide an email address when submitting feedback, and submissions include the page where the feedback originated to make follow-up and issue reproduction easier.
More transparent AI assistant results: The AI assistant now handles company-name matches more carefully and discloses when it matched a company with a different name.
New Data Processing Agreement: A new DPA page and downloadable PDF are now available from the 4Degrees legal site, including customer-ready privacy and security language and commitments that customer data will not be used to train AI models.
June 15, 2026
4Degrees AI Assistant in Slack
Your CRM can now join the conversation.
With the 4Degrees AI Assistant in Slack, deal teams can ask questions about contacts, deals, companies, warm introductions, and pipeline activity without leaving the place where they are already working.
Users can mention 4Degrees in a channel or DM, follow up in the same thread, summarize Slack conversations into CRM notes, log interactions, create deals, set reminders, and update records directly from Slack.
The assistant follows each user’s 4Degrees permissions, so teams can use it in Slack while keeping CRM access controls intact.
Why it matters: Important deal context often starts in Slack, but it does not always make it back into the CRM. The 4Degrees AI Assistant helps teams turn conversations into better records, faster follow-up, and more complete relationship intelligence.
View Smaller Improvements and Fixes
Rich text in Long Text custom fields: Long Text fields now support formatted content such as bold text, lists, headings, and safe links across deal, contact, and company views.
Cleaner full-organization exports: Full Org Data Export ZIPs now use clearer folder and file names, making exported files easier to navigate and share.
More reliable deal grids and reports: Deal lists and reports now handle empty “Last viewed” values more consistently, preventing related page and report errors.
Stronger deal news access controls: Deal news now more consistently respects deal visibility, list permissions, and organization boundaries.
Faster web app cold starts: The web app now starts faster by removing unnecessary PDF-rendering warmup during startup.
June 8, 2026
Keep Deal Documents Connected to the Deal
Deal teams often manage relationships and pipeline activity in one system, then switch to a separate data room to exchange documents with investors, buyers, clients, and acquisition targets.
External Data Rooms in 4Degrees bring those workflows together. Teams can create secure, branded spaces to share documents, request missing files, and manage access, all while keeping activity connected to the relevant relationships and opportunities.
This gives private equity, venture capital, investment banking, and corporate development teams one place to manage the people, process, and documents behind a fundraise, diligence process, or transaction.
Why it matters: Instead of piecing together a CRM, file-sharing tool, and standalone data room, teams can manage external document collaboration within the same platform they use to move deals forward.
June 1, 2026
Mobile Company Details
Mobile users can now open a full Company Details screen directly from the Companies list.
The new view provides quick access to company information, related contacts, and related deals from within the mobile app. Because the screen works from the local cache, users can continue accessing company context even when offline.
Why it matters: Deal teams are not always at their desk. Mobile Company Details makes it easier to review relationships, opportunities, and company information while traveling, between meetings, or working on the go.
View Smaller Improvements and Fixes
Mobile contact and deal detail refresh improvements.
Cleaner mobile list design across companies, contacts, and deals.
Slack installation and action confirmation improvements.
Reminder page reliability improvements.
May 25, 2026
Smarter AI Chat Agent
AI becomes more useful when it can work with the same context and terminology your team already uses.
The Ask 4Degrees assistant now recognizes your organization’s terminology, surfaces enriched company data from providers like Dealroom, Crunchbase, and Fullcontact, and no longer exposes technical system jargon in chat responses.
Teams can also complete more actions directly through chat, including reassigning company owners, moving deals across pipelines, creating tags, adding notes to contacts, and updating company information, reducing the need to switch back into the web app for common workflows.
Duplicate detection has also been added when creating contacts, deals, reminders, tags, emails, and phone numbers through chat, helping keep CRM data cleaner and more reliable.
Why it matters: AI assistants are most useful when they can work with real CRM context and support day-to-day workflows. These updates make the Ask 4Degrees assistant more practical for managing deals, relationships, and pipeline activity.
View Smaller Improvements and Fixes
CSV import reliability and conflict resolution improvements.
Mass email accuracy and usability improvements.
Contact, company, and deal page navigation improvements.
Data integrity and record consistency improvements.
Search, activity feed, and data presentation improvements.
API and automation workflow improvements.
May 18, 2026
AI Assistant Now Manages Deals, Companies, and Contacts
The 4Degrees AI Assistant can now help users take action across key CRM records, including deals, companies, and contacts.
Users can create and update deals, move deal stages, tag records, log meetings and calls, manage reminders, update company notes, and edit contact details directly through the AI Assistant. This makes the AI Assistant more than a place to ask questions. It can now help users complete common CRM tasks without switching between records, fields, and workflows.
Write actions are opt-in, so users stay in control of when the AI Assistant can make changes to CRM data. We also added safeguards that warn users if the AI Assistant ever claims it completed an action that was not actually executed.
View Smaller Improvements and Fixes
CSV import reliability and conflict resolution improvements.
Mass email accuracy and usability improvements.
Contact, company, and deal page navigation improvements.
Data integrity and record consistency improvements.
Search, activity feed, and data presentation improvements.
API and automation workflow improvements.
May 8, 2026
Redesigned Investment Banking Mandate Workflow
Investment banking teams now have a more structured way to manage mandates in 4Degrees.
When a deal reaches the right stage, teams can create a mandate and automatically generate a related pipeline to track the companies, investors, funds, or other parties they are approaching for that mandate. This gives bankers a clearer way to connect business development, mandate tracking, outreach activities, and target pipeline management in a single workflow.
This update also simplifies the Create Mandate experience. Converting a BD deal to a mandate no longer requires a company, and pipeline settings are now configured by stage rather than by name.
The result is a cleaner, more flexible workflow for investment banking teams managing active mandates in 4Degrees.
View Smaller Improvements and Fixes
Native Fathom meeting notes integration, allowing meeting notes from Fathom to be automatically ingested into 4Degrees.
Faster deal list loading, especially for lists with many custom columns.
Improved search stability for long or complex search queries.
New mobile reminder actions, making it easier to add reminders from meeting attendee tiles and contact detail screens.
Improved mobile deal sync reliability, with live progress indicators and clearer rate-limit messaging.
Admins now have a dedicated user offboarding page that previews affected records before a user is removed.
Outlook add-in improvements, including clearer custom field labels and support for submitting deals without a company when that field is optional.
May 1, 2026
4Degrees Campaigns Preflight Validation
You can now validate your email recipients before sending.
A new “Validate” step in the Campaigns mass email workflow checks for bounced, unsubscribed, and recently emailed contacts, along with domain authentication status. You’ll see exactly who will receive your email and why certain recipients are excluded before you send.
Why it matters: Sending emails without full visibility creates risk. Preflight validation helps you avoid overcontacting recipients, reduce errors, and ensure your campaigns go out cleanly and as intended.
View Smaller Improvements and Fixes
Mobile performance and saved view improvements.
AI assistant query and filtering improvements.
Document intelligence performance improvements.
News feed accuracy and relevance improvements.
Contact and interaction data accuracy improvements.
Outlook integration improvements.
Availability in ChatGPT and Claude app directories.
April 24, 2026
4Degrees MCP (Model Context Protocol)
You can now use 4Degrees with AI tools like ChatGPT and Claude to combine your firm’s deal and relationship data with external information and generate more useful outputs in real time.
With 4Degrees MCP, AI can work with the context already captured in your CRM, including relationship intelligence, deal activity, and interactions, while incorporating information beyond your CRM in a single workflow.
This enables support for workflows such as preparing meeting briefings, evaluating opportunities with a broader context, and using relationship intelligence in AI-assisted research.
Why it matters: AI is more useful when it can work with the context your team already relies on. 4Degrees MCP helps deal teams move faster, work with better information, and reduce manual stitching across disconnected systems.
View Smaller Improvements and Fixes
Public API v2 write endpoint improvements.
Mass email reliability improvements.
Performance improvements for large datasets.
News feed accuracy improvements.
Mobile stability and filtering improvements.
Search and filter accuracy improvements.
Contact and company enrichment reliability improvements.
April 17, 2026
Mass Email Signatures in Campaigns
You can now create and apply email signatures directly within 4Degrees Campaigns.
Use the built-in editor to format text, add links, and include images so every outbound email is consistent and on-brand.
Signatures are automatically applied to your mass emails, making it easier to standardize outreach without extra setup.
View Smaller Improvements and Fixes
Improved accuracy of news article matching to companies.
Fixed issues with deal filters returning incorrect results.
Improved performance when viewing large email threads.
Fixes to CRM reporting and CSV imports for more accurate data handling.
Mobile improvements, including funding round sync and saved view filters.
April 10, 2026
Ask 4Degrees AI Assistant
Most CRM workflows assume you know where to click.
Filters. Fields. Reports. Lists.
That’s not how deal teams actually work.
The 4Degrees AI Assistant gives you a new interface to your CRM. Ask questions in plain language and get immediate answers about your deals, relationships, and pipeline.
Responses are grounded in your firm’s data and include cited sources, so you can trust what you’re seeing.
Available across the platform, the assistant persists as you move between pages and adapts to what you’re viewing.
Why it matters: CRM data is only useful if you can access it quickly. The AI Assistant removes the friction between questions and answers, so you can understand what’s happening without digging through workflows.
View Smaller Improvements and Fixes
Contacts list performance and filtering improvements.
Company matching and duplicate detection improvements.
Reporting accuracy and export improvements.
Data export resilience improvements.
News feed accuracy improvements.
April 3, 2026
Faster, More Flexible Contact Lists
Contact lists now load faster and give you more control over how you find people. Filter by tags, dates, seniority, status, custom fields, and more, with default sorting based on relationship strength so the right connections surface first.
Cleaner Data with Smarter Duplicate Detection
Companies are now checked for duplicates automatically when created or imported. Matching logic accounts for names, domains, and legal suffixes, with a warning and link to existing records so you can avoid duplicates and keep your data clean.
Easier CSV Imports with Better Visibility
CSV uploads are now easier to manage. Multi-select fields split and deduplicate automatically, and a new progress view shows what's mapped and what's left, so you can complete imports with less guesswork.
Clear Document Status at a Glance
You can now see the status of documents during upload and processing. Files marked as scanning or blocked are clearly labeled, so you know when they're ready before opening or sharing.
More Accurate Relationship Strength
Relationship strength scores are now more accurate across your network. Improvements to contact coverage, company matching, and activity handling ensure scores reflect real interactions, helping you prioritize the right relationships.
View Smaller Improvements and Fixes
Performance improvements across contact search, deal lists, reports, and exports.
Fixes to reporting and chart exports, including layout, colors, and rendering.
Improvements to deal lists, filters, sorting, and report stability.
Fixes to mass email recipient accuracy after contact updates.
Kanban interaction and editing improvements.
Network Scout filtering accuracy improvements.
Mobile deal sync stability improvements.
Search and filtering reliability improvements.
March 27, 2026
Smarter Introduction Detection
Introduction tracking is now more accurate, giving you a clearer view of how relationships form and are maintained across your network.
Improved detection reduces false positives and recovers previously missed introductions, helping ensure your relationship data reflects real interactions. Filters for bot senders, self-introductions, calendar invites, and reply acknowledgments keep results clean and relevant.
Why it matters: Relationship-driven teams rely on accurate introduction data to understand who connects them to opportunities. Cleaner, more reliable tracking makes it easier to identify warm paths and maintain a complete picture of your network.
View Smaller Improvements and Fixes
AI Assistant improvements, including enhanced filtering, expanded data coverage, support for custom fields, and improved stability and messaging.
Chrome extension performance and search improvements.
Fixes to email campaign exports and pagination.
Outlook add-in loading improvements.
March 20, 2026
Document Intelligence: Batch Upload & Review
You can now upload multiple files or entire folders to automatically extract deal data using AI. A centralized jobs dashboard shows real-time progress, and extracted information can be reviewed, edited, or applied in bulk. Move from raw documents to structured deals faster, with full visibility and control at every step.
View Smaller Improvements and Fixes
Introductions tab on contact pages to better track referral paths and relationship context.
Enhancements to Network Match, including job history, filtering, and shareable views.
Centralized company duplicate detection for cleaner data and more consistent records.
Improved report exports with more consistent formatting and chart handling.
Faster mobile sync and performance improvements across devices.
Updates to user visibility, dashboard formatting, and contact management workflows.
Improved system resilience, rendering performance, and security enhancements.
March 13, 2026
Document Intelligence: Create Deals from Documents
Upload documents such as teasers, CIMs, and pitch decks and automatically extract key deal data into structured CRM fields.
Document Intelligence analyzes uploaded files and suggests values for fields like company name, industry, valuation, growth metrics, and other deal attributes. Teams can review the suggested values, make edits if needed, and apply them to create a new deal record with one click.
Why it Matters: Investment teams often spend significant time manually copying information from documents into their CRM. Document Intelligence accelerates deal intake and helps maintain consistent data quality.
What's included
• Upload individual files or entire folders for processing
• AI suggests structured CRM field values extracted from documents
• Review and edit suggested values before saving
• AI-populated fields are visually marked so teams can quickly identify which values were extracted from uploaded documents
Expanded Report Visualization Options
Reports and dashboards now offer additional visualization options, giving teams more ways to analyze pipeline, activity, and performance data in the format that best fits the question they are trying to answer.
Single Sign-On (SSO) for Mobile and Chrome Extension
Single Sign-On is now available for both the 4Degrees Chrome extension and mobile applications, extending secure, streamlined access across more of the 4Degrees experience.
Simply enter your work email and authentication is handled through your organization's identity provider, streamlining login and improving security for teams using centralized identity management.
View Smaller Improvements and Fixes
Deal list pages now load faster thanks to improved query batching and reduced network requests.
Board view interactions now update instantly when cards are added, moved, or removed.
Export actions from reports now display loading indicators so users know when a file is being generated.
Improved handling of name formats when importing contacts, including titles, suffixes, and "Last, First" formats.
March 6, 2026
Email & Meeting Activity Columns
Lists can now show recent email and meeting activity in dedicated columns, giving teams a stronger way to review relationship engagement directly from list views.
This update builds on existing interaction tracking by making recent activity easier to scan across contacts and companies without opening individual records.
What's included
• Surface recent email activity in dedicated list columns
• Surface recent meeting activity across contacts and companies
• Review relationship engagement more quickly from list views
Inline Action Menu for Lists
A new "+" button on Company and Deal list rows allows you to quickly add notes or reminders directly from list rows without opening a detail page.
Why it matters: This makes it easier to capture follow-ups while reviewing pipelines or company lists.
Mobile Experience Improvements
Several improvements enhance stability and usability across the mobile app.
What's included
• Improved mobile search accuracy and whitespace handling
• Updated dashboard search design with company logos
• Deal cards now display list badges in search results
• Improvements to Android deal list performance
View Smaller Improvements and Fixes
Campaigns now include test email sending, giving teams a simple way to review formatting and content before launch.
Interaction logs can now be filtered by activity type, allowing users to view emails, meetings, notes, and other interactions independently.
Chrome extension improvements include a password visibility toggle.
Improved company search when creating deal flow entries from the Chrome extension.
February 13, 2026
Company Merge Wizard
You can now merge duplicate companies using a guided three-step workflow. Select the primary record, review and resolve conflicting fields, and preview the changes before completing the merge.
Kanban Stage Count Badges
Kanban boards now show the number of deals in each stage, updating as cards move through the pipeline.
Funnel View for Deal Lifecycle Reports
A new Funnel View makes it easier to analyze how deals progress through your pipeline by visualizing stage-to-stage conversion.
Teams can review how deals move through each stage of the lifecycle and exclude non-linear stages when analyzing funnel performance.
What's included
• Visualize conversion between deal stages
• Understand how deals progress through the pipeline
• Exclude stages such as Passed On or On Hold when reviewing funnel performance
Dealroom Funding News on Dashboard
Your dashboard now surfaces Dealroom funding news alongside other market signals, helping you stay informed about relevant funding activity across the market
Filtered Interaction Activity Log
The interaction log now separates activity by type, allowing users to quickly view emails, meetings, notes, and other activity independently.
Filters also allow teams to isolate interactions by teammate or time range.
View Smaller Improvements and Fixes
New list columns now show the number of associated deals and sourced deals for both contacts and companies.
Manual notes tagged as email or meeting interactions now appear in their respective activity tabs instead of the general notes section.
Additional enhancements improve list loading speed, dashboard readability, and the presentation of funding data.
