Private Equity CRM
The Private Equity CRM To Drive Proprietary Deal Flow, and Close More Investments.
Built by ex-investors, our private equity CRM streamlines your origination, due diligence, and deal life-cycle.
Stop wasting hours each week on manual data entry and shoehorning your investing workflows into spreadsheets and transactional CRM platforms.
Trusted by hundreds of teams in the private markets.
A Private Equity CRM, Built From the Ground up For Private Equity Firms
Relationship Management to Drive Deal Flow
Don’t lose touch with bankers, fund managers, venture capital firms, and other key deal sources – with recurring reminders to make sure you engage and stay top-of-mind.
Originate and close more deals by leveraging your team’s network to find your best path into a company via warm introduction with our relationship strength scoring algorithm.
Your Deal Pipeline, Visualized Your Way
Customize your deal flow pipeline to fit the stages of your firm’s unique dealmaking processes and workflows.
Track progress and manage your pipeline from sourcing to completion in a single view, allowing you to drill down and know the status of every deal with just one click.
Save time on data entry– we automate this by auto-enriching company and contact information (descriptions, locations, funding history) and tracking all historical interactions with your network.
Mine Your Network for Business Development and Origination
Instantly determine your best path into a company with our relationship strength detection.
Make the most of your travel - we detect upcoming trips and send you a list of deal sources or limited partners to visit in the destination city.
We track all your prior conversations and documents you've exchanged with LPs to stay organized and have a clear picture of where things stand.
Instantly Know Where Your Deals Come From
Visualize key metrics in real-time with customizable dashboards and quickly generate reports for Monday meetings to identify your best deal origination activities and monitor portfolio company performance.
Access important documents wherever you are - our document management capabilities are with you on your mobile device, in your inbox, or on the web.
Quickly identify industry and functional experts in your network to help you conduct high-quality due diligence.
Private Equity FAQs
A Private Equity CRM brings together relationship intelligence, deal workflows, and portfolio insights in ways that generic CRMs can't, so your firm can source higher-quality deals and manage them end-to-end.
You'll be able to:
Source Deals Faster by mapping warm introduction paths and scoring relationship strength across your firm's professional networks.
Customize your deal pipeline to fit your firm's unique process, from sourcing through closing, and view every deal's status in a single unified dashboard.
Save time on data entry by auto-enriching company and contact details, and automatically logging all past interactions.
Automate reminders for diligence milestones, capital calls, compliance deadlines, and exit planning.
Visualize key metrics in real-time with customizable dashboards to identify your best deal origination activities and monitor portfolio company performance.
4Degrees supercharges deal flow by turning your firm's network into actionable opportunities.
This allows you to:
Use relationship strength scoring to instantly determine the warmest path into any target company for origination and closing.
Keep every interaction organized by automatically logging all prior conversations and exchanged documents.
Set recurring reminders to engage bankers, fund managers, and other key deal sources so you stay top-of-mind.
Leverage travel detection to identify trips and get a list of deal sources or LPs to visit in each destination city.
Private equity teams need real-time, customizable reporting to drive strategic decisions.
With 4Degrees, you can:
Build and save custom dashboards for deal velocity, pipeline health, and team performance.
Drill into relationship networks alongside deal metrics to see which connections drive results.
Pin favorite views and filters so your most critical charts are always at your fingertips.
Export data seamlessly for board decks, investor updates, or deeper analysis.
Schedule automated report deliveries via email to LPs, investment committees, and stakeholders.
Relationship intelligence reveals how you and your firm's professional networks can accelerate deal flow.
You'll be able to:
Map connections across your network to uncover warm intro paths to target companies and investors.
Measure relationship strength based on email activity, meetings, and referral history.
Receive automated intro suggestions to tap the right contact at the right time.
Identify internal experts in your network to add value during diligence and portfolio management.
GPs require proactive and organized engagement to secure and retain commitments.
You’ll have what you need to:
Segment LPs by type, geography, commitment size, and investment focus.
Automate investor updates and capital call notifications with dynamic templates.
Automatically log every conversation and document exchange for an accurate, audit-ready trail.
Schedule follow-up reminders so no LP goes uncontacted during your funding cycle.
4Degrees provides native and extensible integrations that streamline your deal and relationship workflows across the tools you use.
Key integrations include:
Email & calendar sync (Gmail, Outlook, Office 365) for automatic interaction logging.
Data partners such as PitchBook, Preqin, Crunchbase, and Virtual Data Rooms for enrichment.
Marketing and email tools (Mailchimp, Marketo, Hubspot) to manage investor communications.
CRM sync with Salesforce, DealCloud, Pipedrive, or others via API.
Once you become a customer, you will work with our onboarding team, who will ensure all your data is transferred, your workflows and integrations are set up, and you have the training and support you need to start seeing value.
This includes:
Transferring your data from other systems (CRMs, Excel)
Connecting integrations (email, calendar, data partners, document storage) for end-to-end automation
Providing training and resources, including best-practice playbooks, webinars, and live sessions
Offering ongoing support
This seamless onboarding experience gets you up and running quickly, allowing you to focus on deals instead of manual setup.
Supporting Exceptional PE Firms, Globally.
“4Degrees is perfect for our needs and has made our workflow incredibly more efficient & effective. It's the best CRM and deal flow platform. We use it hourly.”
Getting Started With our Private Equity CRM is Simple:
Already have a CRM platform?
We integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:
Are you a Venture Capital firm, wondering if we can serve your unique needs?
Click here for more details on our Venture Capital CRM
