M&A CRM
Intelligence to Close Deals, Powered by our M&A CRM
Don’t trust complex transactions worth millions to an assortment of email inboxes, Excel spreadsheets, and sales-oriented CRMs that are a clunky fit for your M&A deals.
Streamline your M&A process, from deal sourcing to post-merger integration, with the 4Degrees M&A CRM platform purpose-built for dealmakers.
Trusted by hundreds of teams in the private markets.
Streamline Your Deal Process and Close More Deals Faster
Your Secret Weapon for Deal Sourcing
Discover news, funding announcements, and other important events to engage with private equity funds, corporate development and M&A teams, investment bankers, and other deal flow sources.
Source your next deal by instantly scanning your firm’s relationship networks to determine your best path into a target company via referral or warm introduction.
Build stronger relationships with industry executives and other deal sources by finding the right opportunities to engage and stay top of mind with network updates and notifications.
Save time on data entry – 4Degrees automates manual data entry by enriching contact and company records with actionable, high-quality third-party data.
Your Deal Pipeline, Visualized Your Way
Customize your M&A pipeline with the stages and information that match your firm’s unique workflows and processes.
Track and visualize deal progress from one single source of truth across the entire deal lifecycle, from sourcing to post-merger integration.
Build custom automated reports and dashboards with ready-to-use templates—to visualize key metrics, optimize your deal management process, prevent bottlenecks, and empower data-driven decision-making.
Unleash Your Relationship Networks
Get warm introductions to management teams and suggestions for relevant buyers in your network in real-time.
Quickly identify the right investors for each transaction - we categorize them by focus areas and gather their work experience and historical investments.
Don't lose touch with key stakeholders and deal flow sources - we provide recurring reminders to ensure you stay connected.
Streamline Your Transaction Process
Automate the tracking of meetings, emails, company descriptions, prior investors, and other details – we capture it all, so you don’t have to.
Assign tasks to deal team members, set reminders, and use automation to run an organized, efficient mergers and acquisitions process.
Run multiple M&A transactions simultaneously - and connect with virtual data room (VDR) solutions to expedite due diligence processes and close transactions.
M&A CRM FAQs
An M&A CRM centralizes your deal pipeline, relationship data, and diligence workflows in a single platform so you can source, manage, and close transactions more efficiently.
You'll be able to:
Source your next deal by discovering news, funding announcements, and other events, and scanning your firm's networks to find the best path into target companies via referrals or warm introductions.
Build stronger relationships with industry executives, corporate development teams, and investment bankers by engaging at the right moments with real-time network updates and notifications.
Streamline your workflows with customizable M&A pipelines for origination, diligence, negotiation, close, and integration tracking.
Save time on data entry as 4Degrees enriches contact and company records automatically with high-quality third-party data.
Build automated reports and dashboards to visualize key metrics, optimize your deal management process, prevent bottlenecks, and empower data-driven decision-making.
4Degrees embeds relationship intelligence and real-time signals into your origination process so you never miss an opportunity.
With 4Degrees, you can:
Score relationships based on past interactions to prioritize which contacts to engage first
Surface warm introductions by mining your network for the best path into target companies
Receive alerts on relevant events, funding rounds, executive moves, and press mentions that trigger new sourcing leads
Automate outreach with templated emails and reminder tasks tailored to M&A workflows
Relationship intelligence transforms static contacts into actionable insights, enabling you to close deals faster.
With it, you can:
Visualize your and your firm's networks to find the warmest intro paths to advisors, targets, and buyers
Measure connection strength using data from emails, meetings, and past deal involvement
Receive automated intro recommendations when evaluating a new target
Track intro success rates to refine your sourcing and outreach strategies
Managing diligence and post-close integration is simpler when everything lives in one place.
The platform lets you:
Attach documents for every diligence question, checklist, and signed agreement
Assign and track tasks to team members for financial, legal, and operational review items
Log all communications, emails, calls, and meeting notes against specific diligence tasks
Monitor integration milestones with custom dashboards that surface synergy targets and progress
4Degrees works where you do, embedding relationship intelligence and deal data into the tools you already use so you can stay focused on transactions.
Key integrations include:
Gmail & Outlook plugins: add or update deals directly from your inbox, view deal stages in a sidebar, set one-time or recurring reminders, and receive AI-powered intro suggestions based on email content.
Chrome extension: X-ray any company website to reveal mutual network connections, past deals, current stakeholders, and investor relationships without leaving your browser
Zapier automations: connect to hundreds of additional tools, including Dropbox, Mailchimp, DocuSign, Slack, and more, to trigger relationship-driven tasks, campaigns, and notifications across your tech stack
These integrations eliminate context-switching and ensure your M&A workflows remain seamless, accurate, and efficient.
Once you sign up, our onboarding team will handle your setup so you can focus on deals.
They will:
Import existing data from spreadsheets, CSVs, legacy CRMs, and deal trackers with automated mapping
Connect integrations for email, calendars, data rooms, and other tools
Deliver training through live workshops, on-demand tutorials, and best-practice playbooks
Provide ongoing support via dedicated customer success managers and in-app help.
Supporting M&A Professionals Worldwide
“4Degrees is the ideal CRM tool. Its functionality and user experience have made our workflow incredibly efficient and effective. It's a great pipeline management and relationship intelligence platform that we use hourly.”
Getting Started is Simple:
Already have a CRM platform?
We integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:
Are you an investment bank, wondering if we can serve your unique needs?
Click here for more details on our Investment Banking CRM
