M&A CRM Software

Intelligence to Seal the Deal, Powered by our M&A CRM Software.

Don’t trust transactions worth millions to an assortment of email inboxes, Excel spreadsheets, and sales-oriented CRMs that are a clunky fit for your deal lifecycle.

Streamline your mergers and acquisitions process, from deal sourcing to post-merger integration, with the 4Degrees M&A CRM platform.

Supporting Mergers & Acquisitions Teams Worldwide

"4Degrees is perfect for our needs and has made our workflow incredibly more efficient and effective. It's a great deal flow and relationship management platform that we use hourly."

Streamline Your Deal Process and Close More Deals Faster

Your Secret Weapon for Deal Sourcing

Discover news, funding announcements, and other events to engage intelligently with private equity funds, corporate development teams, 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. 

Your Deal Pipeline, Visualized Your Way

Customize your pipeline with the stages and information that matches your business development process.

 

Track and visualize your transactions throughout their entire life cycle, from deal sourcing to post-merger integration. 

 

Build custom reports to optimize your pipeline performance, prevent bottlenecks during a deal, 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 our automations to run an organized, efficient deal process.

Run multiple M&A transactions simultaneously - and connect with virtual data room (VDR) solutions to speed due diligence and close transactions.

Assign tasks to deal team members, set reminders, and use our automations to run an organized, efficient deal process.

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 areas of focus, and gather their work experience and historical investments.

Don't lose touch with key sponsors and deal flow sources - we provide recurring reminders to ensure you stay connected.

Getting Started is Simple:

We integrate with, or upload data from, the tools and services you already use:

  • Microsoft Outlook & Gmail
  • Crunchbase
  • PitchBook
  • Google Chrome
  • LinkedIn
  • Mailchimp
  • Excel (via data upload)
  • And 1000+ other tools via Zapier

Already have a customer relationship management (CRM) system? 

We integrate with select CRMs to enrich your data with relationship intelligence. Integration partners include:

  • Salesforce (and Salesforce variants like Navatar)
  • Hubspot
  • Other CRM solutions (via Zapier)

Level up your productivity