Deal data does not arrive in clean fields.
It arrives as CIMs, banker decks, pitch presentations, teasers, and PDFs shared over email or data rooms. The most important details about a potential investment live inside slides and footnotes, not inside your CRM.
Someone has to read those documents and manually copy information into fields. Revenue. EBITDA. Growth rates. Geography. Industry. Deal terms.
It is slow. It is inconsistent. And it usually happens under pressure.
Details get entered differently by different team members. Revenue is captured as 25 instead of 25 million. Growth is recorded as 30 instead of 30%. Industry classifications vary among readers of the same deck.
Fields get skipped at intake and only surface days before investment committee meetings, when partners are reviewing dashboards that are supposed to reflect reality.
At that point, the issue is no longer data entry. It is a decision risk.
Why Manual Intake Creates Risk
Manual intake creates risk that compounds over time.
Small copy-paste mistakes seem harmless. But as deals move through the pipeline, inconsistencies spread. Early-stage fields are left blank when teams are busy and rarely revisited.
Because your CRM is the system of record, those inconsistencies flow directly into dashboards, IC materials, fundraising updates, and reporting discussions. By the time issues surface, they are no longer minor administrative errors. They are sources of friction, rework, and uncertainty.
In high-stakes environments, that is unacceptable.
Introducing AI Document Intelligence in 4Degrees
Today, we are introducing AI Document Intelligence, a new feature built directly into 4Degrees.
AI Document Intelligence turns unstructured investment documents into structured CRM data the moment they hit your inbox.
Users upload a CIM, banker deck, or PDF to an existing deal. AI analyzes the document and extracts key deal and company information, mapping it directly to the appropriate CRM fields.
No manual copy-paste.No silent overwrites.No black box updates.
Every extracted value is staged as a suggestion. Nothing is written to the system of record unless a user reviews and approves it.
AI Document Intelligence is now available to venture capital, private equity, corporate development, and other deal teams managing high volumes of inbound deal documents.
It is the first step in a broader AI roadmap to structure deal work within 4Degrees. Our focus is simple: remove manual friction without compromising control.
How It Works Inside 4Degrees
AI Document Intelligence fits directly into how teams already work.
A user uploads a PDF or PowerPoint to a deal record, such as a CIM or banker deck.
Suggested field updates appear with confidence indicators before anything is written to the record.
After upload, AI analyzes the document asynchronously and surfaces suggested values alongside existing CRM fields.
For each field, users see:
- The current value
- The suggested extracted value
- A confidence indicator for fast verification
Extraction is source-grounded. Suggestions are based only on what appears in the document. Existing populated fields are never overwritten automatically. Users accept or reject suggestions at the field level, then click Apply to finalize approved updates.
AI accelerates intake. Your team decides what becomes part of the system of record.
What This Unlocks for Deal Teams
Cleaner Data at Intake, Not Days Before IC
Critical deal details are captured as documents arrive, not reconstructed under deadline pressure before partner meetings. Revenue, growth, valuation, geography, and other fields are structured early.
That reduces last-minute scrambling and lowers the risk of inconsistent records appearing in reviews.
Better Decisions Downstream
When CRM data is structured and consistent, pipelines become more reliable. Dashboards reflect reality instead of partial updates or individual interpretations.
IC discussions, portfolio reviews, and fundraising conversations are grounded in data that teams can trust.
Confidence in the system of record translates into confidence in decisions.
Less Manual Work Without Losing Control
AI Document Intelligence eliminates repetitive copy-paste and follow-up data entry. Associates and analysts spend less time maintaining fields and more time evaluating opportunities.
Every update is still reviewed and approved by a user. Efficiency does not come at the expense of accountability.
Common Use Cases
AI Document Intelligence is built for the moments that create the most friction.
It is used during the banker deck and CIM intake to capture key details quickly and accurately. Teams rely on it before IC to identify missing or inconsistent fields and bring records up to date.
When multiple documents are uploaded to the same deal, each extraction runs independently and stages its own suggestions. There is no silent prioritization or hidden data conflicts.
The result is normalized data across deals, more consistent reporting, and fewer surprises in the meetings that matter.
Built for Trust in High-Stakes Environments
In private markets, the CRM is a system of record. Any AI applied to it must earn trust.
All suggestions are reviewable before they are applied. Extraction runs only when explicitly enabled. Existing data is never silently overwritten. Nothing changes without user approval.
Confidence indicators support verification against the source document. Outputs are grounded strictly in the document’s content, not inferred beyond it. The capability works within your existing data model and custom fields.
This is AI designed to strengthen trust in your data, not introduce uncertainty.
Available Now
AI Document Intelligence is available now in 4Degrees.
It works within your existing deal records, data model, and custom fields. No separate product. No separate workflow.
If your team is still copying data from CIMs and banker decks into CRM fields or spreadsheets, this capability was built to replace that process.
Structured data should start at intake, not the night before IC.
AI Document Intelligence is built to make that the standard.
Book a demo to see it in action.
