Relationship Intelligence · Reviewed 27 Oct 2026

4Degrees

Relationship intelligence CRM for private-market deal teams.

· 4degrees.ai ↗

Paid against free › Relationship Intelligence › 4Degrees

4Degrees at a glance

Overview

01

Summary

The useful answer before the supporting detail.

4Degrees is a relationship intelligence CRM platform designed for deal-driven teams in private markets, such as venture capital, private equity, and investment banking S41. It helps users identify the right connections, strengthen relationships over time, and activate their network to source and close deals S1. The platform aims to eliminate busy work and improve deal flow by automating data entry and providing intelligent insights S41.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: 4Degrees is a relationship intelligence CRM platform S41.
  • Core purpose: It helps deal-driven teams leverage their networks to source, drive, and close more deals S1.
  • Intended users: Venture capital, private equity, investment banking, and other deal-driven teams S73.
  • Product scope: A platform with CRM, reporting, mobile, AI, and integrations, including a Chrome extension S1 S41.
  • Positioning: Positioned as the AI-powered CRM for private-market deals and the relationships that drive them S41.
  • Claimed distinction: Built by ex-investors to address the unique needs of relationship-focused industries S23.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Venture capital investorsBuild long-term relationships and manage deal flow S23 S83.
Private equity firmsStreamline deal flow and client relationship management S73 S80.
Investment banking teamsManage relationships and deals more efficiently S41 S73.
Corporate development teamsLeverage networks to source and evaluate deals S73.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Relationship intelligenceIdentifies the right connections to focus on and provides visibility into your organization's network S1.
Deal managementTracks and automates workflows unique to the private market space S1.
AlertsNotifies you when key connections switch jobs, publish content, or make the news S41.
ReportingGenerates flexible reports for business development analytics, sourcing data, and portfolio KPIs S41.
Data automationAutomates data entry and enriches Salesforce with up-to-date data S41.
AI assistantIncludes AI capabilities in the product and in Slack and Teams S103.
Document intelligenceProvides reviewable, field-level suggestions for documents S103.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
SalesforceIntegrationEnriches Salesforce with up-to-date data and automates data entry S41.
Gmail & Outlook extensionsBrowser extensionWork directly from your inbox S41.
LinkedIn extensionBrowser extensionSave profiles, work experiences, and messages to the 4Degrees platform S41.
Chrome extensionBrowser extensionReveals mutual connections with potential LPs or investment opportunities from websites S41.
Slack and TeamsIntegrationAI Assistant available in Slack and Teams S103.
ChatGPT and AI modelIntegrationAI-assisted deal editing S136.
MCPAPI4Degrees MCP for extensibility S103.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
4DegreesContact sales (per user per month) S73Not establishedPrice depends on organization and team; requested by form S73

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
pitchbook.com221.54 degrees, 4degrees
rings.ai1114degrees
linkedin.com1124 degrees
en.wikipedia.org1134 degrees
cuspera.com1134degrees
abcnews4.com1144 degrees
mergerfile.com1144degrees
open.spotify.com1154 degrees
featuredcustomers.com1154degrees
happy-eddie.com1164 degrees

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

Page typeEvidenceSource
customershttps://www.4degrees.ai/customer-stories
customersLog In[https://www.4degrees.ai/customer-stories
customersRequest a Demohttps://www.4degrees.ai/customer-stories
customersCustomers Stories.https://www.4degrees.ai/customer-stories
customersBrowse by industryhttps://www.4degrees.ai/customer-stories
customersThank you! Your submission has been received!https://www.4degrees.ai/customer-stories
customersOops! Something went wrong while submitting the form.https://www.4degrees.ai/customer-stories
customersPrivate Equityhttps://www.4degrees.ai/customer-stories
customersAlcorn Partnershttps://www.4degrees.ai/customer-stories
customersBraydon Myers, Vice President at Alcorn Partners, Discusses how 4Degrees Revolutionized Their Business Processes by Automating Time-Consuming Tasks and Replacing their Excel-Driven Manual Processeshttps://www.4degrees.ai/customer-stories
customers](/customer-stories/alcorn-partners)https://www.4degrees.ai/customer-stories
customersVenture Capitalhttps://www.4degrees.ai/customer-stories
customersBaraúna Investimentoshttps://www.4degrees.ai/customer-stories
customersCaio Viana, the Lead Analyst at Baraúna Investimentos, explains how 4Degrees has made their team more productive by saving them hundreds of hours and simplifying their investment processes.https://www.4degrees.ai/customer-stories
customers](/customer-stories/barauna-investimentos)https://www.4degrees.ai/customer-stories
customersCube Ventureshttps://www.4degrees.ai/customer-stories
customersCamila from Cube Ventures discusses their journey towards optimizing fundraising activities and contact management.https://www.4degrees.ai/customer-stories
customers](/customer-stories/cube-ventures)https://www.4degrees.ai/customer-stories
customersCorporate Finance Advisoryhttps://www.4degrees.ai/customer-stories
customersChristoph Rohde, Transaction Manager at FASE discusses how 4Degrees has empowered his team to gain a deeper understanding of their network and save hundreds of hours by streamlining their deal flow.https://www.4degrees.ai/customer-stories

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.5%
MonthSource
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
otherThe AI-Powered CRM for Private-Market Deals and the Relationships That Drive Them.https://www.4degrees.ai/
featuresA running log of the latest product updates, new features, AI-powered capabilities, and improvements designed to help deal teams manage relationships and deals more effectively.https://www.4degrees.ai/blog/4degrees-changelog-product-updates-and-release-notes
featuresLog In[https://www.4degrees.ai/blog/4degrees-changelog-product-updates-and-release-notes
featuresA running log of the latest product updates, new features, AI-powered capabilities, and improvements designed to help deal teams manage relationships and deals more effectively.https://www.4degrees.ai/blog/4degrees-changelog-product-updates-and-release-notes
integrationsLog In[https://www.4degrees.ai/integrations
integrationsKick off warm introductions or let our AI suggest connections based on your email contenthttps://www.4degrees.ai/integrations
integrationsWhether you are sending newsletters, syncing documents, capturing meeting notes, triggering email sequences, or connecting AI assistants, your workflows stay connected to the context in your CRM.https://www.4degrees.ai/integrations
customersLog In[https://www.4degrees.ai/customer-stories
customersLog In[https://www.4degrees.ai/customer-stories/fuller-road
customersLog In[https://www.4degrees.ai/customer-stories/nea-partners

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Striking-distance keywordVolume 110 · https://www.4degrees.ai/use-cases/private-equity-crm
Important pagehttps://www.4degrees.ai/use-cases/private-equity-crm · 1 sampled keywords · best position 4
Competitor gap2 first-page appearances across 4 degrees, 4degrees

Website intelligence — Collected evidence

Website evidence gaps

  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
Cuspera4Degrees: Features, Reviews & Alternatives / 2026 Cuspera InsightsGrounded web search{"@context":"https://schema.org","@type":"WebPage","name":"4Degrees: Features, Reviews & Alternatives / 2026 Cuspera Insights","url":"https://www.cuspera.com/products/4degrees-x-14041","publisher":{"@type":"Organization","name":"Cuspera","url":"https://www.cuspera.com"},"mainEntity":{"@type":"SoftwareApplication","name":"4Degrees","image":"https://d37oro8yophbdb.cloudfront.net/CFProdCode-14041","description":"4Degrees is an intelligent CRM platform designed to help teams leverage their networks
Nerdisa4Degrees Review: Automate Deal Flow, Find 4,000+ New Signals for Your Firm – NerdisaGrounded web search, I’ve analyzed extensive 4Degrees reviews from platforms like G2 and Capterra. This detailed analysis reveals consistent user feedback patterns, offering genuine insights into ... earns high praise, with average ratings often exceeding 4.7/5 stars. What
SpotSaaS4Degrees Review: Is It The Right CRM Software For Your Team?Grounded web searchBuyer sentiment is very strong across 4 reviews, with consistently positive feedback. ... Common complaints - May require training for new users - Limited features for small teams - Integration options may be limited
PE Stack4Degrees — review, pricing & alternatives · PE StackGrounded web search4Degrees is a relationship-intelligence CRM for private equity, venture capital, and M&A that automatically captures interactions and surfaces the strongest connections to a target. It aims to combine relationship mapping with lightweight pipeline

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyVGRI Partnerscustomer case study — 4Degrees, VGRI experienced significant improvements in its operations. (VGRI Partners - 4Degrees)
Case studyStellum Capitalcustomer case study — the team at Stellum Capital hundreds of hours they would otherwise spend manually entering data and updating spreadsheets. (Stellum Capital - 4Degrees)
Case studyChristoph Rohde (FASE)customer case study — Christoph Rohde, Transaction Manager at FASE, discusses how 4Degrees has empowered the Firm by Providing a Deeper Understanding of its Relationship Network While Making its Deal Team More Efficient at Sourcing and Eva… (FASE - 4Degrees)
Case studyBraydon Myers (Alcorn Partners)customer case study — has saved hundreds of hours by streamlining time-consuming processes. (Alcorn Partners - 4Degrees)
Case studyBaraúna Investimentoscustomer case study — After a few months of using 4Degrees, Caio and his team are now spending 1/3 of the time managing their deal flow and doing other admin tasks, giving them more time to engage with entrepreneurs, screen potential deals… (Baraúna Investimentos - 4Degrees)

Independent mentions

  • Customer Stories - 4Degrees — ### Alcorn Partners Braydon Myers, Vice President at Alcorn Partners, Discusses how 4Degrees Revolutionized Their Business Processes by Automating Time-Consuming Tasks and Replacing their Excel-Driven Manual Processes

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipA letter from our founder and CEO.source
Contact and supportSearch Contacts by Phone Number or Email Domainsource
Legal and privacyInvestment banks face rapid market changes, growing client data demands, increasing regulatory pressures such as the GDPR (EU), and the need to manage intricate client relationships. High-value clients expect personalizesource
Security and complianceResilient sign-in flows: Declined SSO attempts now return users to a clean login page, ready to try again immediately.source
Uptime and status pageNot published on the collected pages.—
Domain registered2017-12-15—
Domain expires2027-04-23—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
2026 Guide to CRM Costs in Private Markets - 4DegreesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
4Degrees Changelog: Product Updates and Release Notes - 4DegreesChangelogStay up to date with the latest 4Degrees product updates, including new features, performance improvements, and AI-powered tools designed for venture capital, private equity, investment banking, and other deal-driven teams. (source)Not dated
Mergers and Acquisitions Software Solutions: A Practical Guide for Modern Deal Teams - 4DegreesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
The Intelligent CRM For Relationship-driven TeamsChangelogPublic product change history. (source)Not dated

Not found in the collected public sources: public roadmap, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Cloud-based web app with browser extensions S41.S41
Platforms and appsWeb app and browser extensions for Chrome, Gmail, Outlook, and LinkedIn S41.S41
API and extensibility (API, SDK, webhooks, MCP, plugins)Offers MCP and integrations with ChatGPT and AI model S103 S136.S103 S136
Data ownership and exportNot published on the collected pages.—
Performance and reliability claimsNot published on the collected pages.—
Release activityChangelog documents ongoing product updates S136.S136
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2017-12-15 — 101domain GRS Limited
Domain expires2027-04-23
TLS certificateGoogle Trust Services, valid, expires 2027-01-06
Security headersHSTS, CSP, X-Frame-Options
Headers not servedX-Content-Type-Options, Referrer-Policy
Server headercloudflare
Mail handled byaspmx.l.google.com, alt2.aspmx.l.google.com
Nameserversns-cloud-a3.googledomains.com, ns-cloud-a1.googledomains.com

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s); rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 98/100
  • Critical issues: 0
  • Warnings: 4
  • Notices: 2

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed184https://www.4degrees.ai/
noticeMeta description length should be reviewed184https://www.4degrees.ai/
warningDuplicate title in audit sample2https://www.4degrees.ai/
warningDuplicate title in audit sample2https://www.4degrees.ai/
warningDuplicate meta description in audit sample2https://www.4degrees.ai/
warningDuplicate meta description in audit sample2https://www.4degrees.ai/

Crawled pages

StatusTitleH1sWordsResponseURL
200The Intelligent CRM For Relationship-driven Teams1100058 mshttps://www.4degrees.ai/
200The Intelligent CRM For Relationship-driven Teams1100032 mshttps://www.4degrees.ai/
200Industries - 4Degrees131165 mshttps://www.4degrees.ai/industries
200Private Equity CRM Software - 4Degrees1173339 mshttps://www.4degrees.ai/use-cases/private-equity-crm
200The Venture Capital CRM Platform - 4Degrees1142779 mshttps://www.4degrees.ai/use-cases/venture-capital-crm
200Commercial Real Estate CRM - 4Degrees1155760 mshttps://www.4degrees.ai/use-cases/commercial-real-estate
200Investment Banking CRM - 4Degrees1163949 mshttps://www.4degrees.ai/use-cases/investment-banking-crm
200Mergers & Acquisitions (M&A) CRM Software - 4Degrees1143052 mshttps://www.4degrees.ai/use-cases/mergers-acquisitions-crm
200CRM for Consultants - 4Degrees1150967 mshttps://www.4degrees.ai/use-cases/consulting-crm
2004Degrees \CRM1120055 ms
2004Degrees \Reporting186148 ms
2004Degrees \Integrations1123243 ms
200Salesforce - 4Degrees1103546 mshttps://www.4degrees.ai/salesforce
200Enterprise Grade Security - 4Degrees178156 mshttps://www.4degrees.ai/use-cases/security
200Relationship Intelligence CRM Software \4Degrees1121254 ms

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct85.2%
search10.4%
search organic10.4%
search paid0.0%
social2.1%
social organic2.1%
social paid0.0%
referrals1.7%
paid referrals0.0%
mail0.0%
gen ai0.5%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors by name. Pricing is not publicly disclosed; it requires contacting sales S73. Specific security certifications and uptime details are not published. Data export and ownership policies are not documented in the collected pages.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from 4degrees.ai, including the homepage, about, pricing, customer stories, and blog content. The evidence catalog includes 15 static pages and 8 rendered pages. External proof search was performed but did not verify any additional claims. Limitations include the lack of publicly available pricing details and the absence of third-party review data.

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