Why Choose 4Degrees Over DealCloud?

Get full automation + relationship intelligence – without spending thousands of dollars in customizations 

DealCloud is a well-known legacy capital markets CRM. Although it is a robust traditional platform, it lacks modern functionality, and deployments can be long and expensive.

4Degrees is a CRM driven by relationship intelligence + automation, with a transparent pricing and deployment approach designed to help teams close more deals in less time.

This page compares how 4Degrees and DealCloud stack up when it comes to helping you leverage your network and source your next investment opportunity.
Ready to see the power of 4Degrees? Schedule a personalized demo.

4Degrees is an intelligent relationship management platform for deal-driven teams designed from the ground up by former investors.

Our platform identifies the right connections to focus on, works with you to strengthen those relationships over time, and empowers you to activate your network to source new deals, conduct diligence, and support your portfolio companies.

DealCloud is a deal, relationship, and pipeline management solution for private equity, investment banks, and M&A teams.

They provide a single-source deal relationship and firm management platform to enable clients to power their deal-making process from strategy to origination to execution.

Why Choose 4Degrees over DealCloud?

News + Alerts About Your Network

4Degrees is the only platform that combines relationship + deal tracking with intelligence - surfacing when key relationships have changed jobs, made investments, or other key signals to help you source opportunities.

Deeply Integrated Into Your Workflow

Instantly see your best connection to a company, add them to a 4Degrees list, or create a new deal directly from a company's website or your Gmail or Outlook inbox.

Flexible Transparent Pricing

We charge a flat per user per month subscription fee (monthly, annual or multi-year), and we craft implementations around your firm's needs (including a free option).

DealCloud has a complex pricing structure with costly customizations.

Deploy and Onboard Quickly

Start using 4Degrees in days, not weeks.

Our 1-1 training sessions and access to a dedicated customer success manager who will guide you through onboarding and implementation will ensure your team gets the most value from 4Degrees just days after signing a contract.

There is no need to pay for external partners or implementation consultants.

DealCloud has a lengthy deployment process that can last over 6 months.

Salesforce Integration

Are you already using Salesforce?

4Degrees can help you automatically find your team's strongest connection to a Salesforce account or contact by using our Chrome extension right out of the box.

DealCloud does not offer a Salesforce integration.

Key Features and Capabilities

Deal Flow Management

Both 4Degrees and DealCloud allow you to capture every interaction with your contacts by syncing with Microsoft Exchange and Gmail servers.

With 4Degrees, you can then visualize your deal pipeline in a traditional list view or Kanban style view, keeping you updated on the status of every deal.

Contact Tracking

Contact and organization profile pages are table stakes in the world of CRM.

4Degrees and DealCloud allow you to add contacts by syncing your email accounts and exporting data via a CSV file.

With 4Degrees you can also add contacts via LinkedIn.

Additionally, all profile page fields are fully editable to fit your firm's unique needs.

Analytics and Reporting

By having access to pre-configured reports and the option to create custom reports, 4Degrees and DealCloud empower you with the data you need to understand and streamline your team's performance and move deals forward

Mobile Access

Get work done and strengthen your professional relationships at any time by having access to all your data directly from your phone.

Regardless of what phone you use, both the DealCloud and 4Degrees mobile apps are compatible with Android and iOS. smartphones

Integrations

We know you rely on multiple tools to stay on top of your work.

4Degrees can seamlessly integrate with hundreds of other products you are already using, including Slack, OneDrive, Mailchimp, Dropbox, Excel, Crunchbase, etc

DealCloud only integrates with a few third-party data providers. All other integrations require considerable customization.

Relationship Intelligence

Gain a competitive edge by finding the best path to a warm introduction.

Relationship intelligence platforms use proprietary algorithms to analyze and score the strength of your and your team's relationships to help you identify the best approach to a specific company.

Easy to Use

4Degrees has a simple yet powerful User Interface (UI) that is easy to learn.

Instead of spending days or weeks navigating the system, you will become familiarized with the platform in just a few hours.

Your Firm Deserves the Best Deal Tools.

We’d love to show you why we’re the best.

Our Customers Love us - You Will Too.

Don’t just take it from us – hear it directly from them:

Powering Relationships & Deal Flow for 100+ Teams.

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