Product Overview
A CRM Built for Private Markets and Relationship-Focused Industries
4Degrees is designed to support the needs of private markets and other relationship-focused professionals… Not account executives or sales managers trying to hit quota.
Capture data on potential deals, LPs, portfolio companies, and more with a system configured for specific use cases out of the box
Leverage your relationship network to get in front of your next great investment or key limited partner with our relationship intelligence tools
Skip the Data Entry. Make More Time for Career-Defining Conversations
No more toggling back and forth different tabs, backtracking, and manually inputting information on your investments or LPs.
Get the full download on a company or contact with automatic data enrichment from third-party sources (Crunchbase, Clearbit, Pitchbook, and more).
See every past and ongoing interaction with a relationship or investment opportunity in one place by seamlessly syncing your email and calendar.
Set Up and Modify Your Data in Minutes
Changing fields, creating views, and generating reports can take hours in most CRMs. 4Degrees helps you do it without confusing menus or thousands of dollars in professional fees.
Quickly upload your Excel spreadsheets and consolidate all of your data in one place
Create and save filtered views of companies, experts, and investors down by particular industry, location, and more at the click of a button
Instantly access and update your deal pipeline and key contacts with the 4Degrees mobile app
Specifications
Easily Generate Reports That Provide Deep Insights on Your Network, Deals, and LPs. All at a Glance.
Gain Full Visibility Across Your Firm’s Relationships and Deals
Avoid dropped balls and missed opportunities with firm-wide visibility and automation to make sure deals and deliverables are on track.
Instantly identify what meetings have occurred and what documents have been exchanged
Get a quick snapshot of how all deals are maturing in the pipeline with Kanban and customizable reporting views
Stay ahead of your outreach with automatic reminders and triggers (like when a deal has been at a particular stage for too long)
