4Degrees vs. Meridian Comparison


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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 Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data.
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 teams at private-equity, growth-equity and other private-markets firms seeking a solution to manage sourcing, evaluation and firm-wide collaboration
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. 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 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
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 Meridian Founded: 2023 United States www.meridian-ai.com
Alternatives Affinity	Alternatives MadeMarket
Fundingstack	Dynamo Software
Dynamo Software	Intapp DealCloud Intapp
Atominvest Software Atominvest	MeridianLink Engage MeridianLink
Intapp DealCloud Intapp View All	ANALEC InsightsCRM ANALEC View All
Categories Commercial Real Estate CRM Data Enrichment Deal Sourcing Financial CRM Investment Banking Investment Management M&A Private Equity Real Estate CRM Venture Capital Management	Categories Financial CRM
Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Show More Features 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 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
Integrations Gmail Microsoft Outlook Airtable Asana Box Bullhorn Evernote Facebook Formstack Google Calendar LinkedIn Microsoft 365 Microsoft OneDrive Microsoft SharePoint Pipedrive Raylu Slack Typeform Wufoo Zapier Show More Integrations View All 25 Integrations	Integrations Gmail Microsoft Outlook Airtable Asana Box Bullhorn Evernote Facebook Formstack Google Calendar LinkedIn Microsoft 365 Microsoft OneDrive Microsoft SharePoint Pipedrive Raylu Slack Typeform Wufoo Zapier Show More Integrations View All 10 Integrations
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