Deal Flow Management Software
Supporting Deal Teams Throughout the Deal Lifecycle.
Relationship Intelligence, Automation and Deal Flow Management in One Platform
Your Deal Flow Pipeline, Visualized Your Way
Customize your pipeline dashboard with the stages and information that match your firm’s workflows.
Track deals and visualize your transactions throughout their lifecycle, from deal sourcing to acquisition or post-merger integration.
Build custom reports and 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.
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 capitalists, startup communities 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.
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:
- Salesforce (and Salesforce variants like Navatar)
- Hubspot
- Other customer relationship management software (via Zapier)
