Trusted by hundreds of teams in the private markets.
A CRM built for private markets and Relationship-Focused industries
4Degrees is purpose-built for private markets and other relationship-driven professionals, not for account executives or sales managers focused on hitting quota.
Capture data on potential deals, LPs, portfolio companies, and more with a system configured for specific use cases out of the box
Leverage your relationship network to get in front of your next great investment or key limited partner with our relationship intelligence tools
Skip the data entry. Make more time for career-defining conversations
No more toggling back and forth different tabs, backtracking, and manually inputting information on your investments or LPs.
Get the full download on a company or contact with automatic data enrichment from third-party sources (Crunchbase, Clearbit, Pitchbook, and more).
See every past and ongoing interaction with a relationship or investment opportunity in one place by seamlessly syncing your email and calendar.
Gain full visibility across your firm’s Relationships and Deals
Avoid dropped balls and missed opportunities with firm-wide visibility and automation that keep deals and deliverables on track.
Instantly identify what meetings have occurred and what documents have been exchanged
Quickly understand deal progress with Kanban boards and customizable reporting views
Stay ahead of your outreach with automatic reminders and triggers (like when a deal has been at a particular stage for too long)
Supporting Deal Teams Throughout the Deal Lifecycle
“It's intuitive and more affordable than other deal flow management tools. Their pipeline management functionality is second to none. Additionally, their customer support is exceptional”
Set up and modify your data in minutes
Changing fields, creating views, and generating reports can take hours in most CRMs. 4Degrees helps you do it without confusing menus or thousands of dollars in professional fees.
Quickly upload your Excel spreadsheets and consolidate all of your data in one place
Create and save filtered views of companies, experts, and investors down by particular industry, location, and more at the click of a button
Instantly access and update your deal pipeline and key contacts with the 4Degrees mobile app
CRM FAQs
Unlike general-purpose CRMs, 4Degrees is purpose-built for deal-driven professionals in private equity, venture capital, mergers and acquisitions (M&A), investment banking, and consulting. While Salesforce and HubSpot are designed for sales teams managing linear funnels, 4Degrees is built for relationship-centric workflows and complex deal processes.
Our platform provides out-of-the-box relationship intelligence, customizable deal pipelines, and automatic contact enrichment, all without requiring expensive add-ons or custom development. It supports the way investment teams actually work, helping them uncover warm introductions, track every deal stage, and operate more efficiently across their entire network.
4Degrees eliminates tedious data entry by automatically logging interactions from email and calendar systems, enriching contacts with third-party data, and intelligently capturing key deal activities.
Its AI-powered engine scores relationships based on communication activity and flags key opportunities for follow-up, ensuring nothing falls through the cracks while saving hours of manual CRM upkeep.
Yes. 4Degrees offers fully customizable pipelines to manage all aspects of your firm's operations, from deal sourcing and diligence to LP fundraising and portfolio monitoring.
You can build parallel workflows for different teams, define your stages, and track progress using filters, Kanban views, or reports tailored to each use case.
Absolutely. 4Degrees enables you to configure custom fields, statuses, tags, and pipeline stages to accurately reflect your firm's workflow. Whether you're tracking buy-side mandates, co-investors, or diligence milestones, the platform is designed to adapt to your firm, not the other way around.
Most teams can start seeing value within days. 4Degrees is intuitive to use and includes onboarding support, live training, and a dedicated success team to guide you through the setup process.
The platform also comes with industry-specific playbooks and templates to accelerate adoption.
Yes. The onboarding process includes bulk import tools and dedicated support to help you map and migrate data from Excel, other CRMs, or deal trackers. Field mapping and automation ensure your historical data stays intact and usable from day one.
