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 streamlines deal sourcing, speeds up the due diligence process, reduces data entry, and helps you close deals while strengthening 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 stages 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 deal flow sources, including bankers, venture capital firms, startup communities, private equity firms, real estate 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.
Find deals and visualize your transactions throughout their lifecycle, from deal sourcing to acquisition or post-merger integration. Identify new opportunities with insights that strengthen investment management activities.
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:
Deal Management Software FAQs
Deal management software centralizes sourcing, evaluation, and tracking, enabling deal teams to operate consistently and with visibility across every opportunity. It replaces spreadsheets and manual workflows with automated tracking, relationship intelligence, and AI-powered end-to-end insights that help teams choose the right deal faster.
Deal-driven firms use it to:
Standarize deal stages
Organize communication and files through integrated document management
Strengthen sourcing and qualification
Improve internal collaboration
Support better investor relations communication
Address the unique needs of dealmakers in fast-moving environments
4Degrees supports your pipeline from sourcing through closing by combining relationship intelligence, automated workflows, and structured evaluation processes.
You can:
Identify warm paths into companies, founders, bankers, LPs, or co-investors
Track opportunities across every module of your pipeline
Automate follow-ups, meetings, and reminders
Centralize notes, emails, documents, and communication history
Manage sourcing, evaluation, and the due diligence workflow in one place
This creates a unified view that enhances team coordination and improves decision-making.
Absolutely.
4Degrees integrates with the tools you use daily, enabling a seamless tech stack that reduces manual work and keeps data in sync.
Integrations include:
Gmail, Outlook, Office 365
Google Drive, Dropbox, and OneDrive for document management
PitchBook, Crunchbase, PreqinSlack, TeamsDealroom and virtual data room platforms
Salesforce, HubSpot, DealCloud (via API or native sync)
These integrations eliminate duplicate data entry and ensure your deal flow is always up to date.
4Degrees streamlines the due diligence workflow with structured modules, automated tasks, and centralized collaboration.
Teams can track:
Required documents and file uploads through integrated document management
Open questions, risks, and deal concerns
Reference paths to customers, experts, or insiders
Assigned tasks and deadlines
Relationship insights that inform whether an opportunity is the right deal
This ensures nothing falls through the cracks as deals progress toward a decision.
4Degrees serves dealmakers across industries with unique needs, including:
Venture capital
Private equity
Investment banking
Corporate development
M&A advisory
Private credit
Family offices
Real estate investment teams
Accelerators & incubators
Any team evaluating multiple opportunities benefits from centralized workflows, relationship intelligence, and strong pipeline visibility.
Relationship intelligence identifies the warmest path into any target company, founder, or intermediary by analyzing historical communication patterns.
It helps teams:
Uncover new opportunities
Prioritize the right deal
Improve sourcing efficiency
Maintain stronger relationships with intermediaries
Map network connections to strategic accounts
Support both deal sourcing and investor relations workflows
This creates a significant edge in competitive markets.
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.
