Why Choose 4Degrees Over DealCloud?
DealCloud is a well-known legacy capital markets CRM. Although it is a robust traditional platform, it lacks modern functionality. Deployments can be long and expensive, often requiring dedicated in-house resources to maintain the system.
4Degrees is a next-generation CRM that leverages relationship intelligence and automation to help dealmakers source and close more deals. With a transparent pricing model and fast deployment approach, 4Degrees simplifies deal and relationship management.
This page compares how 4Degrees and DealCloud stack up when it comes to helping you manage your deal flow and leveraging your firm’s relationship network to source your next investment opportunity.
Ready to see the power of 4Degrees? Schedule a personalized demo.
Is a CRM for the private markets powered by relationship intelligence and automation designed to serve as the central platform for your firm’s relationship management and investment pipeline.
Our platform identifies the right connections to focus on, works with you to strengthen those relationships over time, and empowers you to activate your firm’s network to source new deals, conduct diligence, and support your portfolio companies.
Leveraging automation, 4Degrees saves your team hundreds of hours that would otherwise be spent manually entering data.
Is a deal, relationship, and pipeline management solution for investment banks and firms in the private markets.
They provide a single-source deal relationship and firm management platform to enable clients to power their deal-making process from strategy to origination and execution.
DealCloud customers looking to move quickly can get caught up in lengthy and expensive implementations lasting 6+ months while still having to spend hours manually entering data into the system.
Why Choose 4Degrees?
Is the only CRM 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 more opportunities.
Does not provide you with timely news and insights about contacts in your network.
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.
DealCloud does not seamlessly integrate with other tools in your workflow. Instead, you'll be switching between multiple systems and windows or tabs.
We charge a flat per-user per-month subscription fee to access all the platform's features while offering implementation packages built around your firm's needs (including a free option).
Has a complex pricing structure + charges extra for access to specific features or "add-ons." Additionally, costly consulting and implementation fees are required to get started and keep the system updated.
Start using 4Degrees in days, not months.
Our personalized 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.
Has a lengthy and expensive deployment process that can last anywhere from 2 months to 2 years and cost an additional $20,000 to $1Million in implementation costs.
Are you already using Salesforce?
4Degrees augments your Salesforce data by adding the power of relationship intelligence to quickly identify warm introductions & build the relationships that get you in the door and help you close your next big deal faster.
Does not offer a Salesforce integration.
Key Features + Capabilities
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 in real time.
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 and companies directly from your inbox, calendar, or a company's website.
Additionally, all profile page fields are fully editable to fit your firm's unique needs.
Access to pre-configured reports and dashboards 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.
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.
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 costly customization work.
Gain a competitive edge by finding the best path to a warm introduction.
4Degrees uses relationship intelligence 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 and surface warm introductions.
Deal Cloud has no relationship intelligence (RI) capabilities.
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.
Additionally, all users get access to our on-demand support team.
