Accelerate your business development efforts with hard data
Whether you’re raising a fund, driving an M&A process, or closing an investment, the worst misses are the ones you don’t see coming. Our reports help you:
Identify if you’re falling behind on sourcing against your team’s goals
Compare performance across time periods to course-correct
Accelerate deal and LP velocity by visualizing bottlenecks in your pipeline
Eliminate busy work. Automate weekly meetings with scheduled reports.
Instantly visualize deal status, key conversations, and the metrics that matter most. Schedule auto-generated reports before meetings to keep everyone aligned and save hours of manual prep.
Skip the cold outreach. Identify your best sources with a click.
The smarter way to sourcing your next investment? Focusing on the key relationships, areas, and industries that make the biggest impact on your firm’s deal flow.
With 4Degrees reporting, you can identify exactly who and where your best investment opportunities are coming from.
Built for your industry. Fully customizable by you.
Our flexible reporting lets you get detailed about the trees without losing sight of the forest. Get a meaningful breakdown of your investments with the dynamic use of pivots, aggregated metrics, and more.
Uncover unique insights by pivoting deals by location, industry or any custom field of choice.
Quickly track KPIs (EBITDA, revenue, and other financial metrics) on a per-company basis and in aggregate.
Running due diligence on an investment? Slice your data to produce a report on all industry-specific experts in the relevant location in a couple of clicks.
Smooth, Simple & Easy-to-learn interface
“4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports.”
Optimize your firm’s most valuable asset - your relationship network - like never before.
In a relationship-driven business, growth is built on consistent, meaningful interactions.
Make sure your firm’s critical relationships with referral sources, industry experts, and key contacts stay warm with:
Time-based reports that track the number of touchpoints members have on a weekly, monthly, or quarterly basis
Contact reports that help your team stay organized with key relationships and alert them when outreach is overdue
Reporting FAQs
4Degrees enables you to create customizable dashboards and reports that focus on deal and relationship workflows.
You can track pipeline status, deal velocity, sourcing volume, and team performance across any timeframe.
Reports can be broken down by deal stage, owner, geography, industry, or custom fields. You can also monitor activity metrics, such as follow-ups, touchpoint frequency, and response times, to support internal reviews, investor updates, or team meetings.
Yes. Reporting views can be filtered and saved based on user preferences or team roles.
For example, deal teams can track progress through stages, investor relations teams can view LP engagement, and leadership can monitor overall pipeline performance. Each user can pin the charts and dashboards most relevant to their function.
Yes. You can analyze pipeline health by viewing deal volume by stage, stage duration, and conversion rates.
Sourcing performance reports show which channels or individuals are generating the most qualified opportunities. For LP engagement, you can track outreach frequency, segment by LP type or location, and identify any gaps in follow-up activity.
Yes. Although the mobile app does not support creating new reports, you can view saved dashboards and summary metrics directly on your phone.
This gives you access to key deal and relationship insights, even when you're on the go or away from your desktop.
