The Great River Company

The Great River Company required a software platform that was built for private equity firms and family offices interested in direct investing – one that understands that customers and investment prospects are two different entities. The first is the investor, the second, an actionable opportunity for investing. It needed to track leads, navigate deal flow channels, and record the hundreds of conversations leading to a final, successful investment– all within a single application that made it simple to separate and distinguish data into meaningful work-streams.

Managing opportunities from active contacts while fully realizing the potential of those relationships by providing valuable and reliable support required a system that was already on board with the complexity of private equity interactions. They needed a system capable of finding associations with their firm without cumbersome application re-writes.

The Great River group solicited advice from a number of different private equity firms and family offices to learn which CRM they used and why, considering both design and price point. They found that 4Degrees provided a single application that allowed them to drive business from pipeline to ownership while providing an ideal platform to carry out goals and implement new strategies.

4Degrees made the transition easy, and the integrated tool allowed GRC to search for any common issues and provided multiple articles and deal flow options to solve them.

‘Because the software is essentially built for people in the private equity and family office field, using it has boosted productivity and made the team’s work lives easier. Its easy customization allows users to find information quickly and move on to more important things,’ O’Neil says.

Overall, 4Degrees is an easy-to-use, intuitive, and affordable CRM designed for investment firms.