Investment Banking CRM Software
Streamline Your Deal Process Without Leaving Your Inbox.
Don’t leave complex transactions – worth millions with dozens of stakeholders – to an assortment of Excel spreadsheets and generic CRM tools.
Our intuitive relationship intelligence CRM platform is purpose-built for the specific needs of investment bankers, helping you optimize workflows and make informed decisions.
Trusted by hundreds of teams in the private markets.
Simplify Your Business Development and Deal Management Process.
Drive Business Development
Discover news, funding events, and actionable insights to engage with mergers and acquisition teams, private equity firms, other deal flow sources, and potential buyers.
Save time and gain a competitive edge: by leveraging your team’s network to find warm introductions to prospective clients or investors with our relationship strength scoring algorithm.
Build long-term relationships with deal sources by finding the right opportunities to engage, follow-up, and stay top of mind with real-time network updates and notifications.
Streamline Your Transaction Process
Handle multiple mandates with distinct pipelines and sync with document management solutions for speedier due diligence.
Customize your deal pipeline views to match your team’s dealmaking workflow. Track deal milestones and monitor their status to foresee any possible roadblocks.
Improve deal visibility with custom, fully shareable, auto-completed deal pipeline reports and dashboards to make informed data-driven decisions and streamline your pipeline.
Make Your Network Work for You
Identify the right capital providers for each deal - we categorize them by focus areas and gather their prior experience and investments.
Don't lose touch with sponsors and deal flow sources - we provide reminders to maintain client relationships and investor connections.
Mine your team's network to get warm introductions or referrals to management teams, investors, or prospective buyers.
Nurture key relationships and stay top of mind with news, information, and relationship insights
Your Process, Visualized Your Way
Track meetings, emails, client data, prior investors, contact information, team members, client interactions, and deal metrics automatically without manual data entry.
Customize your deal lifecycle with the stages and information that match your business development process with minimal data entry.
Centralize your deal data, client information, and workflows to ensure every team member is on the same page and working efficiently.
Assign tasks to deal team members, set reminders, and leverage automation to streamline your workflow and close deals.
Supporting Exceptional Investment Banking Firms, Globally.
“4Degrees is the perfect cloud financial services CRM solution. It has made our pipeline management and decision making processes more efficient. Its user friendly functionality makes it a great deal flow and relationship management tool that we use hourly .” Lance Dietz
Getting Started is Simple:
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