CRM

Stop wasting hours on outdated spreadsheets and clunky CRMs

Designed by ex-investors, the 4Degrees platform helps you eliminate busywork and manage your deals and relationships effortlessly.

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Trusted by hundreds of teams in the private markets.

A CRM built for private markets and Relationship-Focused industries

4Degrees is designed to support the needs of private markets and other relationship-focused professionals… Not account executives or sales managers trying to hit 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

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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.

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Gain full visibility across your firm’s Relationships and Deals

Avoid dropped balls and missed opportunities with firm-wide visibility and automation to make sure deals and deliverables are on track.

Instantly identify what meetings have occurred and what documents have been exchanged

Get a quick snapshot of how all deals are maturing in the pipeline with Kanban 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)

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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”

Michael O'Neill
The Great River Company
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Easily Generate Reports that provide deep insights on your Network, Deals, and LPs. All at a glance.

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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

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4Degrees plugs into where you work to help you save time, focus better, and engage smarter

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Let’s accelerate your team’s Productivity with a flip of a switch.

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