4Degrees is an AI-powered relationship-intelligence CRM for private-markets and M&A teams, combining automated data capture, relationship scoring, and deal-flow management to source, track, and close more deals.
4Degrees is a relationship-intelligence CRM built for deal-driven teams in venture capital, private equity, investment banking, corporate M&A, and related industries, using AI to surface warm paths, enrich contacts automatically, and streamline end-to-end deal flow.
Key Features
Relationship intelligence & scoring – automatically analyzes email, calendar, and third-party data to score relationship strength and highlight the best warm paths to companies, LPs, and experts.
Automated data capture & enrichment – syncs email and calendars, then uses AI and web data to auto-create and enrich contact and company profiles.
Deal flow & pipeline management – centralizes deals, stages, tasks, and dashboards for sourcing and pipeline tracking.
AI Assistant & MCP integrations – query CRM data in natural language and connect 4Degrees data into tools like ChatGPT and Claude.
Campaigns & outreach – run segmented email campaigns directly inside 4Degrees.
Multi-channel workflow extensions – work from Gmail, Outlook, LinkedIn, and Chrome with relationship data in context.
AI Capabilities
AI scores relationship strength across the team's full network, recommends warm introduction paths, and suggests connections based on email content. MCP protocol enables AI assistants to query live deal data.
Integrations
Gmail, Outlook, Google Workspace, Microsoft 365, LinkedIn, Chrome, Salesforce, and data providers such as Crunchbase and PitchBook, plus MCP integrations to connect 4Degrees data into tools like ChatGPT and Claude.
More Information
4Degrees is a SaaS relationship-intelligence CRM designed by former investors to eliminate manual data entry and better leverage firm networks in private markets. It syncs email, calendar, and external data sources to build enriched profiles, scores relationship strength, and surfaces warm introductions across the firm. Recent features include AI Document Intelligence to extract key data from CIMs and decks into the CRM, an AI Assistant for natural-language queries on deals and relationships, and MCP integrations so teams can use ChatGPT and Claude with live 4Degrees data.
What sets it apart
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Built by ex-investors
designed around PE/IB workflows, not adapted from sales CRMs
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Relationship intelligence layer scores and ranks connections, surfaces warm introduction paths
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Deep integrations with PitchBook, Crunchbase, and Salesforce keep deal data enriched automatically
Key Facts
- Category
- Deal CRM & Relationship Intelligence
- Founded
- 2017
- Pricing
- Subscription – per-user, per-month CRM pricing with customized quotes; exact pricing depends on firm size, configuration, and implementation.
- Deal Stage
- Strategy
- Target Market
- Corporate M&A, M&A Advisory, Private Equity, Venture Capital, Asset Managers
