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 built for dealmakers.
Supporting Mergers & Acquisitions Teams Worldwide
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 teams, bankers, and other key 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 the process by enriching contact and company records with actionable high-quality third-party data.
Your Deal Pipeline, Visualized Your Way
Customize your deal lifecycle pipeline with the stages and information that match your firm’s unique workflows and processes.
Track and visualize your transactions across the entire deal lifecycle from sourcing to post-merger integration.
Build custom automated reports to visualize important metrics, optimize your deal management process, prevent bottlenecks, and identify new opportunities.
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.
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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.
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Getting Started is Simple:
Already have a customer relationship management (CRM) system?
We integrate with select CRM platforms to enrich your data with relationship intelligence. Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Hubspot
- Other CRM solutions (via Zapier)
Are you an investment bank, wondering if we can serve your unique needs?
Click here for more details on our Investment Banking CRM
