4Degrees
4Degrees is an AI-enabled relationship intelligence and deal flow CRM platform built by ex-investors for private markets deal teams including venture capital, private equity, investment banking, M&A advisory, corporate development, and consulting firms, replacing spreadsheets with automated relationship capture and warm introduction mapping.
- Company typePrivate
- Founded2017
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What 4Degrees does
4Degrees is an AI-enabled relationship intelligence and deal flow CRM platform designed by ex-investors for private markets deal teams. The company serves venture capital, private equity, investment banking, M&A advisory, corporate development, commercial real estate, and consulting firms — segments where 80%+ of deals originate from firm networks and where manual spreadsheet-based relationship management is the dominant pain point.
The platform's core technology combines automated data capture from email (Gmail, Outlook/Microsoft 365), calendar, and third-party data providers (PitchBook, Crunchbase, Dealroom) with AI-powered document intelligence that extracts structured deal data from CIMs, banker decks, teasers, and pitch decks. A relationship intelligence layer scores connection strength across the firm network to surface warm introduction paths, while an AI assistant (Ask 4Degrees) enables natural language querying and write actions across deals, contacts, and companies. The platform is delivered via web, mobile (iOS/Android), Chrome extension, Outlook add-in, Gmail extension, and Slack bot, with a 4Degrees for Salesforce overlay product and Model Context Protocol (MCP) integration with ChatGPT and Claude. Recent product expansions include External Data Rooms for transaction document exchange and Campaigns for mass email with preflight validation.
The business model is SaaS subscription revenue with tiered pricing ranging from accessible entry-level plans for small teams to quote-based enterprise deployments with dedicated onboarding and SSO. Distribution combines direct field sales for enterprise accounts, self-serve/PLG onboarding for SMB and mid-market, and an OEM/overlay channel through Salesforce's installed base. Revenue figures are not publicly disclosed; the company reports being "trusted by hundreds of teams in the private markets." Total disclosed funding across seven rounds (2017-2021) is approximately $1.65M, with investors including Techstars, Pritzker Group Venture Capital, Google for Startups, Harlem Capital, Portfolia, and Northwestern Mutual's Black Founder Accelerator. The company was founded in 2017, is headquartered in Chicago, and operates with 11-50 employees.
4Degrees firmographics
Firmographics- Name
- 4Degrees
- Legal name
- 4Degrees
- Website
- https://4degrees.ai
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 4Degrees is an AI-enabled relationship intelligence and deal flow CRM platform built by ex-investors for private markets deal teams including venture capital, private equity, investment banking, M&A advisory, corporate development, and consulting firms, replacing spreadsheets with automated relationship capture and warm introduction mapping.
- Ownership category
- akta.pro rank
Where 4Degrees is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
4Degrees business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription (CRM Platform): Recurring subscription revenue from SaaS CRM platform access. Pricing is tiered based on team size and feature tiers, starting at an accessible price point for small teams and scaling for enterprise firms. Sold directly through sales-led motion with demo requests and online pricing page.
- Salesforce Integration Add-on: Additional revenue from relationship intelligence overlay for existing Salesforce customers, allowing firms to augment their Salesforce CRM with 4Degrees relationship capabilities without migrating platforms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Entry/Small team plan — accessible price point for early-stage or smaller deal teams |
| Subscription | Annual | Enterprise plan — scales for large private equity, investment banking, and multi-office deal teams |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
4Degrees product offering
Product offeringCore offering
4Degrees is an AI-enabled relationship intelligence and deal flow CRM platform built by ex-investors for private markets deal teams. The platform automatically captures email, calendar, and third-party data to populate deal and contact records, surfaces warm introduction paths across the firm's network, and uses AI to extract structured deal data from CIMs, banker decks, and pitch documents. It serves venture capital, private equity, investment banking, M&A advisory, corporate development, commercial real estate, and consulting firms.
Product overview
4Degrees is an all-in-one relationship intelligence and deal flow platform built by ex-investors for private markets firms. The core offering is the CRM platform with integrated modules including Relationship Intelligence (for warm introduction mapping and connection strength scoring), Deal Flow Software (for pipeline management), Reporting (for analytics dashboards), Mobile App (for on-the-go deal management), Artificial Intelligence (for Ask 4Degrees assistant and Document Intelligence), Integrations (native email/calendar/data provider sync), 4Degrees for Salesforce (integration layer), External Data Room (for document exchange), and Enterprise tier (for large organizations). The platform serves venture capital, private equity, investment banking, M&A advisory, corporate development, commercial real estate, and consulting firms.
Differentiator
Problem solved
Functional benefit
Brands
- 4Degrees AI Assistant: AI-powered assistant that allows users to ask questions about contacts, deals, companies, warm introductions, and pipeline activity directly in the platform or through Slack integration.
- 4Degrees External Data Room
- Document Intelligence
- 4Degrees Campaigns
- 4Degrees MCP (Model Context Protocol)
Products and services
- CRM (Core Platform) The core relationship intelligence and deal flow CRM platform designed by ex-investors for private markets firms. It eliminates busywork by syncing email, calendar, and third-party data sources to populate deal and contact records automatically, and provides pipeline management with list and Kanban views for sourcing, diligence, LOI, closing, and post-merger stages.
- Relationship Intelligence
Quantifiable outcome
- 90–95% of data entry automated within weeks of deployment
- +3 more outcomes
Companies that use 4Degrees
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles4 records
4Degrees technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability10 records
Feature10 records
4Degrees partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and supporting.
- PitchBookcoreNative PitchBook integration allows 4Degrees to enrich contact and company records automatically with PitchBook data, reducing reliance on separate data providers. This is a core data enrichment integration for the relationship intelligence platform.
- Fathom Meeting NotessupportingNative Fathom integration allows meeting notes from Fathom to be automatically ingested into 4Degrees, enriching deal records with conversation context without manual entry.
- DealroomsupportingDealroom funding news is surfaced on the 4Degrees dashboard alongside other market signals, helping deal teams stay informed about relevant funding activity across the market.
- Microsoft 365 (Exchange, Outlook)coreDeep native integration with Microsoft Exchange and Outlook automatically captures emails, calendar events, and contacts to build deal and contact records without manual data entry. This is a core differentiator — company claims deeper Outlook integration than competitors.
- Google Workspace (Gmail)coreNative Gmail integration syncs email activity and contacts to automatically populate CRM records. Combined with Outlook integration, covers the two dominant email platforms for deal teams.
- Salesforcecore4Degrees for Salesforce is marketed as an overlay that augments existing Salesforce CRM data with relationship intelligence — warm introduction paths, real-time network alerts, and automated data enrichment — without requiring a full platform migration.
- OpenAI (ChatGPT) / Anthropic (Claude)supporting4Degrees MCP (Model Context Protocol) enables ChatGPT and Claude to work with 4Degrees CRM data — combining deal and relationship context with AI capabilities. Available in ChatGPT and Claude app directories. Also powers the 4Degrees AI Assistant for plain-language CRM queries.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
4Degrees competitors and assessment
Company assessmentDirect peers
- Affinity: Affinity is the leading relationship intelligence CRM for deal-driven teams, directly competing with 4Degrees in VC and PE with automated contact capture, warm introduction paths, and pipeline management. It is 4Degrees' most-cited competitor on its own comparison pages.
- DealCloud: DealCloud is a CRM and deal management platform purpose-built for private equity, investment banking, and other deal-driven industries. It is explicitly named by 4Degrees as a competitor and overlaps directly in PE and IB CRM workflows, though DealCloud is owned by a larger financial-technology platform.
Emerging players
- Attio: Attio is a modern, AI-native CRM focused on relationship-driven workflows. While not vertical-specific to private markets, its relationship-graph approach and AI-first product philosophy make it an emerging alternative for VC and PE-adjacent teams evaluating 4Degrees.
- Folk CRM: Folk is a lightweight, modern CRM emphasizing relationship management, contact enrichment, and pipeline tracking. It targets venture capital and deal-driven teams and overlaps with 4Degrees' mid-market and emerging-manager segment.
- Grata: Grata is a private markets intelligence and deal sourcing platform for M&A and PE teams, providing company data, pipeline management, and sourcing workflows that partially overlap with 4Degrees' deal flow and relationship mapping capabilities.
- Aumni: Aumni provides investment data analytics and deal management software for venture capital firms, overlapping with 4Degrees in the VC segment for portfolio monitoring, deal tracking, and reporting workflows.
Broad incumbents
- Salesforce: Salesforce is the dominant horizontal CRM platform. 4Degrees sells an overlay product for Salesforce users, and Salesforce represents the broad incumbent alternative that private markets teams often standardize on before adopting a specialized tool like 4Degrees.
- HubSpot: HubSpot is a broad CRM and marketing automation platform used by some smaller VC, PE, and consulting firms as a general-purpose alternative to specialized deal-management CRMs like 4Degrees.
- Pipedrive: Pipedrive is a sales-focused CRM used by deal teams and advisors as a lower-cost alternative to specialized private markets platforms. It is cited as a competitor in 4Degrees' comparison content.
Others
- PitchBook: PitchBook is a private markets data provider integrated with 4Degrees for contact and company enrichment. It is not a direct CRM competitor but is an ecosystem partner whose data and coverage shape 4Degrees' product quality.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
4Degrees social profiles
Digital presence4Degrees compliance and trust
Trust signalCompliance3 records
4Degrees financial estimates
Financial estimateRevenue estimate
Valuation estimate
4Degrees leadership team
Management profileNumber of profiles
Profiles2 records
4Degrees funding detail
Funding detailFunding overview
Funding rounds7 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
4Degrees M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 4Degrees
What does 4Degrees do?
4Degrees is an AI-enabled relationship intelligence and deal flow CRM platform built by ex-investors for private markets deal teams. The platform automatically captures email, calendar, and third-party data to populate deal and contact records, surfaces warm introduction paths across the firm's network, and uses AI to extract structured deal data from CIMs, banker decks, and pitch documents. It serves venture capital, private equity, investment banking, M&A advisory, corporate development, commercial real estate, and consulting firms.
Is 4Degrees a public or private company?
4Degrees is a private company. It is classified as venture growth investor backed and is currently operating.
When was 4Degrees founded?
4Degrees was founded in 2017. It employs 11 to 50 people.
Where is 4Degrees based?
4Degrees is headquartered in Chicago, United States, in the North America region.
How does 4Degrees make money?
Two revenue lines are on record. SaaS Subscription (CRM Platform) is the primary driver. The others are salesforce Integration Add-on.
Who are 4Degrees's main competitors?
Direct peers on record are Affinity and DealCloud. Emerging players are Attio, Folk CRM, Grata and Aumni. Broad incumbents are Salesforce, HubSpot and Pipedrive. PitchBook is listed as an others.
Does 4Degrees have an API?
Yes. 4Degrees offers a Public API v2 with write endpoints that enables developers to automate workflows and integrate CRM data with external systems. The API supports programmatic access to deals, contacts, companies, and related CRM records. Developer documentation is at www.4degrees.ai/integrations.