Venture Capital CRM
The Venture Capital CRM That Helps You Invest in Great Companies.
4Degrees streamlines deal sourcing, relationship building, pipeline management, and portfolio management- bundled in an intuitive VC CRM platform.
Ditch the hodgepodge of Excel spreadsheets, calendars, and contact management tools. Get the edge you need to optimize your ability to source and execute deals in a highly competitive market.
Trusted by hundreds of teams in the private markets.
Relationship Intelligence and Deal Flow Management in One SaaS Venture Capital CRM
Your Secret Weapon for Deal Sourcing
Sourcing deals via introductions or referrals is easier and more efficient than cold outreach.
Find your next investment opportunity by instantly determining your best path into a startup via a warm introduction with the 4Degrees relationship strength scoring algorithm.
Build stronger long-term relationships with investors and deal sources by finding the right opportunities to engage and stay top of mind with personalized network updates and notifications.
Your Deal Flow Pipeline, Visualized Your Way
Customize your deal pipeline with the stages and information that match your workflows.
Track deal progress and manage your pipeline in a single view from pitch to close with the ability to drill down and see all the details related to each deal in real-time.
Save time and eliminate manual data entry – 4Degrees automates the data entry process by enriching contact and company records with actionable, high-quality 3rd-party data.
Streamline Your Fundraising and Due Diligence
Track all your prior conversations and documents you've exchanged with LPs to stay organized and have a clear picture of where things stand.
Don't miss fast-moving deals - stay coordinated with team members through tasks and automated reminders.
Quickly identify industry and functional experts in your network to help you assess deal opportunities and make informed investment decisions.
Understand How Your Network Influences Your Deals
Easily visualize metrics with customizable dashboards and auto-generate reports for Monday meetings to identify your best sourcing activities, pipeline performance and monitor portfolio companies.
Mine your and your team's networks for warm introductions to talent, customers, startups, business development partners, and future investors.
Don't lose touch with acquirers, other VC firms, or your corporate network - with recurring reminders and suggested relationship touchpoints, you will always know when to follow up with stakeholders.
Venture Capital FAQs
A venture capital CRM centralizes your deal pipeline, relationships, and portfolio data, enabling your team to source and close investments more efficiently.
With a VC CRM You'll be able to:
Visualize your firm’s network to uncover warm introductions and referral paths.
Capture and enrich deal flow automatically from email, calendar, web forms, and data partners like Crunchbase and Pitchbook.
Track LPs, co-investors, founders, and portfolio companies in one unified system.
Automate reminders and notifications to keep every relationship active.
Generate reports on sourcing velocity, fund performance, and network health.
4Degrees turns your relationships into your competitive edge with relationship intelligence-driven insights.
It helps you:
Surface hidden opportunities by scoring relationship strength against your target list.
Receive real-time alerts on company news, funding rounds, and executive moves.
Automate personalized outreach with built-in email templates and scheduled tasks.
Collaborate on deals by sharing notes, mentions, and network maps with your team.
Optimize sourcing strategies with analytics on pipeline health and conversion rates.
4Degrees makes fundraising more efficient by automating interactions, personalizing communications, and providing real-time insights.
You’ll be able to:
Segment LPs by type, family office, endowment, fund of funds, and by investment focus for targeted outreach.
Log conversations and commitments automatically so every meeting, call, and pledge is captured without manual entry.
Generate custom investor updates using dynamic templates that pull in the latest data on deals and performance.
Automate follow-up reminders to ensure no LP goes dark during your sales cycle.
Forecast fundraising progress with built-in pipeline views and analytics to project commitments and timing.
Monitor fundraising milestones in real time with dashboards tracking commitments, closes, and overall pipeline health.
Our platform is purpose-built for venture teams and packed with best-in-class capabilities you won't find in generic CRMs.
Core features include:
Relationship strength scoring to identify the warmest intro paths through your firm's network.
AI-powered data enrichment tied to PitchBook, Preqin, and other providers.
Customizable pipelines for deal stages, LP engagement, portfolio monitoring, and exits.
Network visualization graphs and org charts for rapid stakeholder mapping.
Reporting dashboards for fund performance, LP coverage, and sourcing ROI.
4Degrees integrates seamlessly into your existing ecosystem, allowing you to adopt it in days, not months.
We support:
Email and calendar sync with Gmail, Outlook, and Office 365 for automatic interaction logging.
Data partners like Crunchbase, PitchBook, Preqin, and multiple enrichment providers.
Marketing and outreach tools via Zapier, including Mailchimp, Marketo, and Hubspot.
Social media signals from LinkedIn and Twitter to spot relationships and news.
Export and sync capabilities with Salesforce, HubSpot, Pipedrive, and other platforms.
Getting up and running is fast and worry-free with 4Degrees.
When you become a new customer, you'll:
Bulk import spreadsheets, CSV exports, or CRM data with automated field mapping.
Work with a dedicated onboarding team to configure pipelines, templates, and alerts.
Access in-product training resources, best-practice playbooks, and live webinars.
Scale adoption with role-based permissions, mobile apps for iOS and Android, and ongoing success support.
Supporting Exceptional Venture Capital Firms, Globally.
“4Degrees is the best CRM solution for venture capitalists and deal-making teams. Their CRM tool and automations add value across the entire investment lifecycle and their customer support is very responsive."
Getting Started 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 Private Equity firm, wondering if we can serve you?
Check out our Private Equity CRM Software
