Private markets teams don’t have a data problem.
They have an access problem.
The information is there. Every deal you’ve looked at. Every relationship you’ve built. Every interaction your team has logged over time.
But getting to it still takes work.
You need to know where to go. How to filter. Which fields matter. How to build the right list.
And if you don’t, you either spend time figuring it out or you ask someone else.
That’s what we’re changing.
Meet the 4Degrees AI Assistant.
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A New Interface for Your CRM
The 4Degrees AI Assistant introduces a different way to interact with your CRM.
Instead of navigating lists, filters, and fields, you can describe what you’re looking for in plain language and get an answer back.
- “Show me companies in New York with $10M+ EBITDA that I have a relationship with.”
- “What’s the latest on this deal?”
- “Summarize our interactions with this management team.”
This is not just a faster way to search.
It’s a shift from navigating your CRM to querying it.
Before, accessing information meant knowing how to operate the system.
Now, it starts with the question you’re trying to answer.
From Navigation to Query
Traditionally, using a CRM effectively required:
- Knowing where information lives
- Understanding how fields are structured
- Building the right combination of filters and views
That works well for power users.
For everyone else, it creates friction and slows things down.
The AI Assistant changes that model.
Instead of building a list, you can describe the outcome you want.
Instead of navigating multiple views, you can go directly to the answer.
For many common workflows, this removes the need to:
- build filtered lists
- remember how fields are configured
- rely on someone else to pull the information
The underlying data hasn’t changed.
What’s changed is how you access it.
More Than a Chatbot
We don’t think of this as a chatbot.
It’s closer to a CRM assistant.
Something you can go to when you need to quickly understand a deal, a company, or a relationship without first figuring out how to get there.
Under the hood, it works across the full dataset your team has built in 4Degrees.
Deals. Companies. Relationships. Interactions.
The difference is that you no longer need to translate your question into the system's structure.
The system can interpret what you’re looking for and return the relevant information.
Why This Matters for Deal Teams
In private markets, speed and context matter.
But in most CRMs, getting to the right information still depends on knowing how to navigate the system.
- New team members need time to learn how everything is structured.
- The same searches get rebuilt repeatedly.
- Important context is spread across different views.
The AI Assistant changes that dynamic.
It allows anyone on the team to get to the same answers without needing to know how to build them.
That has a few practical effects:
- Common questions no longer require building lists or custom views.
- Teams spend less time navigating the system to find information.
- Access to insights becomes more consistent across users, not just power users.
This is what makes the shift from navigation to query meaningful in day-to-day work.
Part of a Broader Shift
The AI Assistant is part of a broader shift in how CRM systems are used.
Historically, CRMs have been systems you navigate.
Increasingly, they are becoming systems you can query.
That shift matters.
Because the value of a CRM is not just in storing information. It’s in how easily your team can access and use it.
The goal is not to layer AI on top of your CRM.
It’s to make the system itself more accessible, more responsive, and more aligned with how deal teams actually work.
Designed to Evolve
What’s available today focuses on helping you find and understand information more quickly.
Over time, we expect this to move toward a more active role inside the system.
But the foundation is simple.
Make it easier to get from a question to an answer.
Available Now
The 4Degrees AI Assistant is now available.
If your team spends time navigating the CRM rather than using it, this is worth seeing.
You already have the data.
Now you have a more direct way to access it.
👉 Request a demo to see the AI Assistant in action
