Deal Flow Management Software

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.

Schedule My Demo

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”

Michael O'Neill
The Great River Company
Read The Case Study

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.

Getting Started with our deal flow management software is simple

We integrate with the apps and software solutions you are already using:

Outlook
Crunchbase
Gmail
Chrome
PitchBook
Mailchimp
Linkedin
Dropbox
Google Drive
Multiple Data Providers
Microsoft Excel
Virtual Data Rooms
And 1000+ other tools via Zapier

Already have a CRM platform?

We integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:

Salesforce (and CRMs in the Salesforce ecosystem like Navatar)
Hubspot
Other customer relationship management software (via Zapier or API)

Level up your Productivity

Request a Demo