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About

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

About

DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Commercial Real Estate, Consultants

Audience

Investment Banks, Corporate Development Teams, Private Equity Firms, Law Firms, Accounting Firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1000.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.3 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • Saves tons of time, avoids manual entry. Smart, reminders and recommendations are very helpful. So user-friendly, almost no training needed. Customization in profiles and reporting make all the difference.

Cons

  • What's great about 4D (customization, tags, etc) also can take a while to set up if you have 1,000s of contacts. Adding the extra level of details, which is optional, is totally worth it though!

Pros & Cons from Real Users

Pros

  • Was easy to learn and onboard other team members. user interface is clean. has all the necessary key features.
  • -The storage space for the price -The ease of onboarding -Real-time updates -Easy to tag others in tasks
  • Very user friendly (even for first time users). Most useful and helpful features that other providers to not offer. Team is responsive and easy to work with.
  • Super user friendly, not overly complicated, and relatively inexpensive. I would recommend this to anyone who wants an easy to use data room for their client at a relatively affordable price. Our clients seem to also have no issues with the deal room platform.
  • - The way to add files and documents. - Tracking activities. - Adding users in different roles. - Separation of deal rooms.

Cons

  • I have had no issues with the platform and will continue to use it.
  • -Not applicable
  • N/A - preferred platform of choice with most helpful / user-friendly features.
  • The platform doesn't have all the perks of some platforms such as the question and answer features, CIM and teaser watermarking capabilities, and other items, but in my everyday experience I usually prefer ease of use over some of these items I just mentioned.
  • - At the beginning it was not fully intuitive in the way of usage. - The pricing is for smaller companies challenging.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

4Degrees
Founded: 2017
United States
4degrees.ai/

Company Information

DealRoom
Founded: 2012
United States
dealroom.net

Alternatives

Alternatives

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Data Governance Features

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Integrations

Microsoft 365
Microsoft Outlook
Slack
Basecamp
Bullhorn
Evernote
Facebook
Formstack
HubSpot CRM
Jira Service Management
LinkedIn
Mailchimp
Pipedrive
PitchBook
Salesforce
Scalestack
Wufoo
Zapier
Zendesk
monday AI work platform

Integrations

Microsoft 365
Microsoft Outlook
Slack
Basecamp
Bullhorn
Evernote
Facebook
Formstack
HubSpot CRM
Jira Service Management
LinkedIn
Mailchimp
Pipedrive
PitchBook
Salesforce
Scalestack
Wufoo
Zapier
Zendesk
monday AI work platform
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
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Claim DealRoom and update features and information