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.

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Supporting Exceptional Private Equity Firms, Globally.

"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."
Lance Dietz KB Partners

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, brokers, 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 Flow 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 auto-enrich company and contact information (descriptions, locations, funding history) and automatically track all your 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 to visit in the destination city.

We track all your prior conversations and documents you've exchanged with limited partners to stay organized and have a clear picture of where things stand.

Instantly Know Where Your Deals Come From

Visualize key metrics and easily auto-generate reports for Monday meetings to identify your best deal origination activities and monitor portfolio company performance.

Access important documents where ever 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.

Getting Started With our Private Equity CRM is Simple:

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

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

Already have a CRM platform? 

We also integrate with select customer relationship management (CRM) systems to provide relationship intelligence alongside them. Integration partners include:

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

Are you a Venture Capital firm, wondering if we can serve your unique needs?

Click here for more details on our Venture Capital CRM

Level up your productivity

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