Deal Management, CRM & Pipeline AI-powered

4Degrees

United States

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.

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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 Makes 4Degrees Different

Key differentiators highlighted by the vendor.

  1. Built specifically for deal-driven teams (VC, PE, M&A, corporate development) by former investors, rather than adapted from a generic sales CRM.
  2. Deep relationship intelligence that automatically scores and surfaces the strongest paths to companies, LPs, and experts based on real interaction data.
  3. Native AI capabilities (AI Assistant, MCP, and AI Document Intelligence) that let teams query CRM data in natural language and extract key information from deal documents.

Key facts

Year founded
2017
Pricing
Subscription – per-user, per-month CRM pricing with customized quotes; public software directories list starting prices around 100 USD per user per month, but exact pricing depends on firm size, configuration, and implementation.
Deal stage
Pre-LOI / Sourcing
Target market
Corporate M&A · M&A Advisory · Private Equity · Venture Capital · Asset Managers

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