Built for dealmakers to manage deal flow and make the best investment decisions
Don’t leave complex transactions, fast-moving deals, and LP fundraising to an assortment of Excel spreadsheets and generic CRM software.
Purpose-built by ex-investors, 4Degrees enables you to streamline deal origination and deal tracking, expedite due diligence, and save time on data entry while helping you close deals and build stronger relationships.
Supporting Deal Teams Throughout the Deal Lifecycle
“It's intuitive and more affordable than other deal flow management tools. Their pipeline management and deal progress functionality is second to none. Additionally, their customer support is exceptional”
Relationship intelligence, Automation and deal flow management in one platform
Your secret weapon for deal sourcing
Discover news, funding announcements, and other important events to engage intelligently with key deal flow sources, including bankers, venture capital firms, startup communities, private equity firms, angel investors, etc.
Find investment opportunities by instantly determining your best path into a company via a warm introduction with the 4Degrees relationship strength scoring algorithm.
Build stronger relationships with deal sources by finding the right opportunities to engage and stay top of mind with personalized network updates and notifications.
Collaborate: With your team members and other stakeholders to keep your firm aligned and avoid lost information or miscommunication throughout the deal process.
Your deal flow pipeline, visualized your way
Customize your pipeline dashboard with the stages and information that match your firm’s workflows.
FindTrack deals and visualize your transactions throughout their lifecycle, from deal sourcing to acquisition or post-merger integration. investment opportunities by instantly determining your best path into a company via a warm introduction with the 4Degrees relationship strength scoring algorithm.
Build custom reports to access key metrics in real time to optimize your deal management process, prevent bottlenecks, and identify potential deals.
Access your pipeline and update a deal or contact from anywhere with the 4Degrees mobile app.
Understand how your network influences your deals
Easily visualize metrics and auto-generate reports for Monday meetings to identify your best sourcing activities, pipeline performance and monitor portfolio companies.
Mine your and your team's networks for referrals and warm introductions to talent, customers, business development partners, and future investors.
Don't lose touch with acquirers, funds, or your corporate network - with recurring reminders and suggested relationship touchpoints, you will always know when to engage.
Built for your industry and use cases
Getting Started with our deal flow management software is simple
Already have a CRM platform?
We integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:
Private Equity FAQs
A Private Equity CRM brings together relationship intelligence, deal workflows, and portfolio insights in ways that generic CRMs can't, so your firm can source higher-quality deals and manage them end-to-end.
You'll be able to:
Source Deals Faster by mapping warm introduction paths and scoring relationship strength across your firm's professional networks.
Customize your deal pipeline to fit your firm's unique process, from sourcing through closing, and view every deal's status in a single unified dashboard.
Save time on data entry by auto-enriching company and contact details, and automatically logging all past interactions.
Automate reminders for diligence milestones, capital calls, compliance deadlines, and exit planning.
Visualize key metrics in real-time with customizable dashboards to identify your best deal origination activities and monitor portfolio company performance.
4Degrees supercharges deal flow by turning your firm's network into actionable opportunities.
This allows you to:
Use relationship strength scoring to instantly determine the warmest path into any target company for origination and closing.
Keep every interaction organized by automatically logging all prior conversations and exchanged documents.
Set recurring reminders to engage bankers, fund managers, and other key deal sources so you stay top-of-mind.
Leverage travel detection to identify trips and get a list of deal sources or LPs to visit in each destination city.
Private equity teams need real-time, customizable reporting to drive strategic decisions.
With 4Degrees, you can:
Build and save custom dashboards for deal velocity, pipeline health, and team performance.
Drill into relationship networks alongside deal metrics to see which connections drive results.
Pin favorite views and filters so your most critical charts are always at your fingertips.
Export data seamlessly for board decks, investor updates, or deeper analysis.
Schedule automated report deliveries via email to LPs, investment committees, and stakeholders.
Relationship intelligence reveals how you and your firm's professional networks can accelerate deal flow.
You'll be able to:
Map connections across your network to uncover warm intro paths to target companies and investors.
Measure relationship strength based on email activity, meetings, and referral history.
Receive automated intro suggestions to tap the right contact at the right time.
Identify internal experts in your network to add value during diligence and portfolio management.
GPs require proactive and organized engagement to secure and retain commitments.
You’ll have what you need to:
Segment LPs by type, geography, commitment size, and investment focus.
Automate investor updates and capital call notifications with dynamic templates.
Automatically log every conversation and document exchange for an accurate, audit-ready trail.
Schedule follow-up reminders so no LP goes uncontacted during your funding cycle.
4Degrees provides native and extensible integrations that streamline your deal and relationship workflows across the tools you use.
Key integrations include:
Email & calendar sync (Gmail, Outlook, Office 365) for automatic interaction logging.
Data partners such as PitchBook, Preqin, Crunchbase, and Virtual Data Rooms for enrichment.
Marketing and email tools (Mailchimp, Marketo, Hubspot) to manage investor communications.
CRM sync with Salesforce, DealCloud, Pipedrive, or others via API.
Once you become a customer, you will work with our onboarding team, who will ensure all your data is transferred, your workflows and integrations are set up, and you have the training and support you need to start seeing value.
This includes:
Transferring your data from other systems (CRMs, Excel)
Connecting integrations (email, calendar, data partners, document storage) for end-to-end automation
Providing training and resources, including best-practice playbooks, webinars, and live sessions
Offering ongoing support
This seamless onboarding experience gets you up and running quickly, allowing you to focus on deals instead of manual setup.
