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.