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.
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 manual data entry by enriching contact and company records with actionable high-quality third-party data.
Customize your M&A pipeline with the stages and information that match your firm’s unique workflows and processes.
Track and visualize your transactions from one single source of truth across the entire deal lifecycle, from sourcing to post-merger integration.
Build custom automated reports and dashboards to visualize important metrics, optimize your deal management process, prevent bottlenecks, and identify new opportunities.
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.
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.
“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.”
Click here for more details on our Investment Banking CRM