The Investment Banking CRM that helps source and close transactions.
Automatically track transactions, clients + investors – and receive intelligence to move them forward.
Powering Relationships & Deal Flow For Hundreds of Teams
Built from the ground up for Investment Banks.
Tailored for the sourcing, relationship and pipeline management activities that drive your business.
Source Great Deals
Know when companies are scaling, executives are changing jobs, and other deal sourcing signals.
Eliminate Data Entry
Save hours of manual effort every week - we auto-enrich company and contact information.
Improve With Every Transaction
Identify your most productive business development channels + bottlenecks that drain your team's efficiency.
Get all of the context, without hours of data entry.
We connect to your email + calendar to automatically track your relationships, interactions and deals – and surface intelligence about them you may have otherwise missed.
Work from your inbox - no context switching needed.
Stay in your workflow – manage deals, get relationship insights, and more within your Outlook or Gmail account.
Get up and running in hours, not months.
Start with 4Degrees the same day you say “yes” – we sync to your email + calendar and save you weeks of work capturing contacts, companies and interactions.
Know where your best deals come from.
Instantly understand the sources of the deals that you end up investing in – so you can find more, more efficiently.
Our customers love us - you will too.
Don’t just take it from us – hear it directly from them:
“4Degrees makes us smarter. We get powerful relationship and deal management in one compelling package.”
Automation to streamline your work.
Packed with features to help you and your team work efficiently, your way.
As mobile as you are
Search your network and manage your transactions while traveling with our iOS and Android apps.
Never let a ball drop
Never let a relationship or task fall through the cracks with our one-time and recurring reminders.
Eliminate data entry
Automatically sync contacts, emails, and meetings with our integrations for Outlook and Gmail.
100's of integrations
Sync your data with Evernote, Mailchimp, Constant Contact, and hundreds of other applications.
Maintain your privacy
Robust controls to balance sharing and privacy for each member of your team.
Keep your data safe
Your data is hosted on Microsoft Azure, encrypted with best-in-class algorithms, and handled by security certified practices.
Your team deserves the best CRM for investment banks.
We’d love to show you why we’re the best.