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Private‑markets CRM built for PE, VC, and private credit teams, using relationship intelligence and automated data capture to streamline sourcing, diligence, and deal lifecycle management

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Core product

4Degrees Relationship Intelligence CRM

Use cases

Deal sourcing, CRM replacement, relationship intelligence, pipeline reporting, automated activity capture

Functional categories (vendor-stated)

Dealflow ManagementCRM, Relationship Intelligence, Pipeline Tracking, Sourcing Automation

Integrations

Email + Calendar Sync (Outlook/Gmail), Data Enrichment, 100+ App Integrations (MailchimpEvernoteConstant Contact), Mobile Apps

Workflow stages

Sourcing, Dealflow Intake, Relationship Tracking, Pipeline Management, Diligence Coordination

Portfolio focus

Dealflow and relationship management (not portfolio operations)