Ai Embedded Directly in Your Workflow
AI in 4Degrees is built into how your team already works.
Deal data lives across documents, emails, and conversations. Keeping it accurate in a CRM has traditionally required manual effort.
4Degrees reduces that friction. AI helps your team capture, structure, and access information more efficiently while maintaining full control.
The result is a CRM that is more complete, more accurate, and easier to use.
Ask Your CRM, Don't Search It.
Ask questions and get answers instantly without navigating complex workflows.
Traditional CRMs rely on searching and filtering to find what you need. That works for power users, but slows down everyone else.
Ask a question in plain language and get an immediate answer, without needing to understand how the system is structured.
Instead of navigating the CRM, you interact with it.
It works alongside you, helping you find answers when you need them.
Replace filters and navigation with simple questions
Get answers instantly, even if you don’t know where the data lives
Skip navigation and go straight to the answer
Answer deal and relationship questions live, during meetings and discussions
Skip the coldTurn deal documents into structured CRM data
Extract key data from pitch decks, CIMs, and PDFs automatically.
Most deal data lives in documents, not in your CRM. Teams spend hours manually pulling information from pitch decks and CIMs, leading to inconsistent and incomplete data. Document Intelligence removes that work. Upload a document, and 4Degrees extracts relevant data and maps it to the right fields in your CRM. All suggestions are reviewable and only applied when you approve them.
Control what gets savedcustomizable by you.
AI should improve your data, not compromise it.
Extracted data is always presented as suggestions
Existing data is never overwritten without approval
You decide what gets applied
Smooth, Simple & Easy-to-learn interface
“4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports.”
Every value is tied back to its source
Your CRM remains a reliable system of record, with less manual work required to maintain it.
Make sure your firm’s critical relationships with referral sources, industry experts, and key contacts stay warm with:
Reduce time spent searching and filtering
Surface insights instantly across deals and relationships
Artificial Intelligence FAQs
AI in 4Degrees is embedded directly into your existing workflow. It helps your team capture, structure, and access CRM data more efficiently without replacing the way you work. Features like Document Intelligence and AI Chat are designed to reduce manual effort while keeping your team in control of what gets saved.
You can track pipeline status, deal velocity, sourcing volume, and team performance across any timeframe.
Reports can be broken down by deal stage, owner, geography, industry, or custom fields. You can also monitor activity metrics, such as follow-ups, touchpoint frequency, and response times, to support internal reviews, investor updates, or team meetings.
Document Intelligence automatically extracts structured data from uploaded documents like pitch decks, CIMs, and PDFs. It maps extracted values to the appropriate fields in your CRM and presents them as suggestions for your team to review. Nothing is applied to your CRM without explicit approval, so your data stays accurate and under your control.
For example, deal teams can track progress through stages, investor relations teams can view LP engagement, and leadership can monitor overall pipeline performance. Each user can pin the charts and dashboards most relevant to their function.
Yes. You can analyze pipeline health by viewing deal volume by stage, stage duration, and conversion rates.
Sourcing performance reports show which channels or individuals are generating the most qualified opportunities. For LP engagement, you can track outreach frequency, segment by LP type or location, and identify any gaps in follow-up activity.
Yes. Although the mobile app does not support creating new reports, you can view saved dashboards and summary metrics directly on your phone.
This gives you access to key deal and relationship insights, even when you're on the go or away from your desktop.
