4Degrees: Pricing, Free Demo & Features

Name: 4Degrees
Rating: 4.4 (5 reviews)

Last Updated Oct 14, 2026

Overview

4Degrees software helps private-market teams quickly identify the right contacts within their networks. Reviewers flag that the prepopulated tags aren't always spot-on and could need a little manual tweaking. However, automatic network tagging lets users filter contacts and builds sharp, targeted lists for specific industries or investment stages.

Overall Rating

Based on 5 users reviews

4.4

All Reviews

Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

Custom

4Degrees Specifications

Contact Management
Opportunity Management
Customer Communication Tracking
Email Integration
Deal Pipeline Management
Mobile CRM
Analytics and Reporting
Workflow Automation
Customizable Dashboards
Task Management

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What Is 4Degrees?

4Degrees — an AI-enabled relationship and workflow platform — is built specifically for professionals in venture capital, private equity, and other relationship-driven industries. It records email and calendar activity as it happens, while enriching company and contact profiles with third-party data along the way.

Using it, teams can configure parallel pipelines (for sourcing, due diligence, fundraising, mandates, and portfolio monitoring) that run side by side. With AI, the platform takes notes and converts them into reviewable CRM updates, keeping records accurate, and teams prepared for meetings.

What Is 4Degrees Best For?

The best and most defining feature of 4Degrees is its "Relationship Intelligence" engine. By automatically synthesizing metadata from team emails, calendar invites, and meeting interactions using machine learning, it assigns relationship-strength scores across the organization. By instantly surfacing warm paths to prospective founders and potential investors, it helps teams prioritize warm introductions over cold outreach.

How Much Does 4Degrees Cost?

4Degrees pricing starts at an estimated $50 – $100/user/month. However, the vendor only confirms a customized per-user per-month pricing model and does not publish exact rates. Final pricing may vary according to team size, required functionality, connected systems, data volume, and implementation complexity.

Supplementary costs might involve:

Setup And Onboarding: Typically $0 – $5,000 (one-time), depending on team size, workflow complexity, required permissions, and pipeline configuration. These services may be bundled for smaller teams
Data Migration: Potentially $500 – $5,000 (one-time), based on record volume, source systems, data cleanup, historical activity, and custom field mapping. Migration assistance might already be included during onboarding
Additional Users: Approximately $100 – $250/additional user/month, although the actual rate could depend on seat volume and contractual discounts
Data-Enrichment Providers: Generally $500 – $3,000+/year, depending on the selected provider, data volume, and licensing arrangement. Third-party subscriptions might be billed separately
Salesforce Integration: Potentially $0 – $10,000+ (one-time), depending on field mapping, permissions, pipelines, and synchronization complexity

Get personalized 4Degrees pricing today.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

4Degrees Integrations

4Degrees integrates with many third-party platforms, including but not limited to:

How Does 4Degrees Work?

To manage deal flow and leverage network intelligence using 4Degrees, users can follow this workflow:

Log in to the 4Degrees cloud platform using your team credentials
Connect email, calendar, and third-party data sources to automatically populate contact records and eliminate manual data entry
Configure custom deal pipelines and stages tailored to your firm's specific investment or deal-sourcing workflows
Analyze automated relationship strength scores and team interaction histories to identify warm introductions to target companies
Set up dynamic notification triggers to track team outreach, pending deal milestones, and real-time network news or job updates
Manage deal progress, shared pipeline notes, and portfolio reporting collaboratively across team members in real time
Track relationship health analytics, sourcing channels, and deal metrics to continuously optimize your network outreach

Book a free 4Degrees demo to explore its full functionalities and discover how 4Degrees features fit into your deal management strategy

Who Is 4Degrees For?

Typical industries and sectors served by 4Degrees include:

Venture capital
Private equity
Mergers and acquisitions
Investment banking
Commercial real estate
Consulting

4Degrees Use Cases

After evaluating 4Degrees features, we have identified several situations in which it could perform particularly well, including:

Venture Capital Associate Sourcing Early-Stage Investments

A venture capital associate often relies on scattered introductions while sourcing startups aligned with the fund’s investment thesis. 4Degrees examines the firm’s network and identifies the colleague with the strongest relationship to each founder or target company. The associate then prioritizes referral-based outreach instead of approaching every prospect without an introduction.

Private Equity Principal Running Weekly Deal Reviews

Scattered inboxes can prevent a private equity principal from seeing the status — and full relationship history — of active investments. 4Degrees pulls interaction histories into configurable pipelines, giving the principal one consolidated view before partner meetings. Users note that because of this benefit, the platform has become integral to their weekly deal reviews and other critical firm processes.

Investment Banker Coordinating Parallel Sell-Side Mandates

An investment banker coordinating several mandates must track buyers, investors, documents, milestones, and responsibilities without mixing transactions — here 4Degrees comes in. It assigns each mandate a distinct pipeline and links its stakeholders, activities, and documents to the relevant transaction. This structure keeps parallel sell-side processes separate while maintaining a shared record for the deal team.

Commercial Real Estate Broker Tracking Property Transactions

A commercial real estate broker manages several activities simultaneously (property listings, lease expirations, site tours, renewals, investor relationships, and client communications). 4Degrees connects property-specific records with interaction histories and reminders across the transaction lifecycle. Based on feedback, customers indicate that the platform has helped them organize relationships and deal work.

Is 4Degrees Right For You?

4Degrees may suit private-market firms that expect their relationship networks, teams, and deal volumes to expand. A commercial real estate firm can grow from a small sales team to multiple offices and hundreds of users. Configurable pipelines, custom fields, and role-based permissions support that expansion without requiring an immediate platform change. As of September 2026, the platform has improved contact records, Teams onboarding, and Outlook capture while adding broader API access.

Across its client base, the vendor includes Harlem Capital, Google, Techstars, Northwestern Mutual, and Pritzker Group. For sensitive deal information, the vendor reports encryption at rest and in transit alongside SOC 2 Type II compliance standards. Unlike competitors, the vendor embeds AI capabilities directly into every subscription tier —completely free of usage caps, separate AI credits, or extra fees.

Unsure whether 4Degrees suits your requirements? Get in touch at (661) 384-7070, and we will help you assess it more clearly.

4Degrees Features

Private-Market Record Configuration

This functionality structures records around potential deals, limited partners, portfolio companies, and other private-market entities. Each record organizes entity-specific information within a predefined CRM configuration.

See How It Works

Meeting And Document Exchange Tracking

It records completed meetings and exchanged documents against the corresponding relationship or investment opportunity. The activity history associates these interactions with the relevant CRM record.

See How It Works

Deal Stage Aging Triggers

The feature monitors how long an opportunity remains at a particular pipeline stage. Configured rules activate reminders or automated triggers after a deal exceeds the specified duration.

See How It Works

Entity-Specific Saved Views

Saved views segment companies, experts, and investors according to selected criteria, such as industry or location. The system retains each filter combination as a reusable record view.

See How It Works

Pros And Cons of 4Degrees

A quick look at 4Degrees's strengths and weaknesses to
help you decide if it's the right fit

Pros

Help understand the nature of relationships with investors and entrepreneur
Trip reminders keep outreach timely
City filters enable location-specific networking opportunities
Background monitoring helps maintain valuable relationships
Unified workflows improve daily deal efficiency

Cons

Basic forecasting might limit deeper analysis
Relationship scores could overlook engagement quality
Low email-calendar adoption may limit value

4Degrees Reviews

Insights from real users on 4Degrees’s features,
performance, and overall experience.

Total 5 reviews

4.4

All reviews are from verified customers

Rating Distribution

Stars

40%

Stars

60%

Stars

Share your experience

Rithik R.

Enterprise, 500+ employees

4.0

June 2024

“My go to tool”

Pros

I love how this tool helps me track my contacts effectively and it's been a game-changer for relationship management. The deal flow management feature is incredibly useful for staying organized. What I love most is how smoothly it integrates with both Gmail and Outlook, making my workflow much smoother. The interface is also very user-friendly.

Cons

The prepopulated tags dont always match what I need, so I have to manually tweak them to fit my specific requirements

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Pranjal M.

Mid Market, 500+ employees

4.0

September 2021

“Excellent sales platform with great features”

Pros

I really appreciate how everything I need is bundled into one platform. it makes my workflow so much smoother and gets things done faster.

Cons

The interface feels dated and could use some visual improvements to make it more engaging and appealing to work with.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Shubham M.

Enterprise, 500+ employees

4.0

September 2021

“Affordable CRM with solid features”

Pros

One of the top sales CRMs in this price range and it works well for businesses of any size.

Cons

While the preset tags work well, I find myself doing a lot of manual tagging since I have my own specific way of categorizing things.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 5 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Who are the typical users of 4Degrees?

Typical users include professionals in venture capital, private equity, mergers and acquisitions, investment banking, commercial real estate, and consulting.

What other apps does 4Degrees integrate with?

4Degrees integrates with many third-party platforms, including Salesforce CRM, Crunchbase, HubSpot CRM software, Mailchimp software, Slack software, and Dropbox.

What level of support does 4Degrees offer?

4Degrees provides support through contact form, live chat, and an online help center.

Does 4Degrees have a mobile app?

Yes, 4Degrees offers a mobile app for iOS and Android.

Does 4Degrees offer an API?

Yes, 4Degrees provides an API.

What language does 4Degrees support?

4Degrees currently supports English.

What types of pricing plans does 4Degrees offer?

$50–$100/user/month is the estimated starting 4Degrees cost, but final pricing varies by team size, functionality, integrations, data volume, and implementation complexity. Get a flexible 4Degrees price based on your organization’s requirements and size.