Investment Banking CRM
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 software.
Our relationship intelligence CRM platform is built specifically for investment bankers to help you organize and streamline each step of your workflow.
Supporting Exceptional Investment Bankers, Globally.
Simplify Your Business Development and Deal Process.
Drive Business Development
Discover news, funding events, and intelligence to engage with wealth management teams, private equity firms, and other deal flow sources and potential buyers.
Save time by leveraging your team’s network to find warm introductions to prospective clients or investors with our relationship strength scoring algorithm.
Build deeper relationships with deal sources by finding the right opportunities to engage and stay top of mind, with network updates and notifications from 4Degrees.
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 every deal’s status, and foresee any possible roadblocks.
Make informed decisions and streamline your pipeline by improving deal visibility with custom, fully sharable auto-completed deal pipeline reports.
Make Your Network Work for You
Identify the right capital providers for each deal - we categorize them by focus areas and gather their work 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.
Your Process, Visualized Your Way
Automatically track meetings, emails, company descriptions, prior investors, team members- all in one place without manual data entry.
Customize your deal lifecycle with the stages and information that matches your business development process, with minimal data entry.
Assign tasks to team members, set reminders, and streamline your deal process to scale - from boutique to bulge-bracket.
Getting Started is Simple:
We integrate with, or upload data from, the tools and services you already use:
- Microsoft Outlook & Gmail
- Google Chrome
- Excel (via data upload)
- And 1000+ other tools via Zapier or API
Already have a CRM system? We also integrate with select customer relationship management systems to provide relationship intelligence alongside them.
Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Other CRM platforms (via Zapier or API)