The Wyse Group
"4Degrees delivers a clear return on investment. It's made us more efficient and more targeted in everything we do."
Rob Peterson, Managing Director
Challenges
Before 4Degrees, The Wyse Group relied on multiple spreadsheets and outdated lists to track contacts, as well as email threads to manage deals and relationships. Preparing for internal meetings took way too much time, with multiple team members scrambling to consolidate updates. Deal information was overlooked, outreach lacked precision, and the absence of centralized visibility led to missed opportunities.
Goals
The Wyse Group sought a CRM that could bring structure to their operations without added complexity. They needed an intuitive platform that integrated seamlessly with Outlook, eliminating the need for spreadsheets and manual updates. Their goals were to streamline meetings, improve deal visibility, and enable precise segmentation of investor and contact data.
Results
4Degrees is now The Wyse Group's single source of truth for tracking deals and relationships. The team saves countless hours each week by eliminating manual spreadsheet updates, allowing for more focused meetings, turning data into usable information, and better-targeted outreach. The platform has improved visibility, team collaboration, and streamlined business development across the firm.
The Challenge
As a fast-moving financial advisory and investment firm, The Wyse Group had outgrown its previous system for managing deals and relationships, which relied on a patchwork of spreadsheets, email threads, and outdated contact lists. Preparing for weekly pipeline meetings was a time-consuming process that required multiple team members to update and consolidate separate Excel files.
This approach made it difficult to track deal progress, segment investor contacts, or prioritize outreach effectively.
As Rob, Managing Director at The Wyse Group, put it:
"There wasn't one. The typical workflow was not a workflow."
The team needed a centralized system that could serve as a single source of truth. They were seeking a solution to streamline operations, reduce manual effort, and enhance visibility across their deal and relationship activities.
The Solution
The Wyse Group spent 6 months evaluating multiple CRM platforms, but few offered the simplicity and private markets focus they required.
They chose 4Degrees for its intuitive design, Outlook integration, and flexible deal workflows. The team appreciated that it worked out of the box and did not require heavy customization. They also appreciated the ability to use API integration with other systems they leveraged to help build a more seamless operating infrastructure.
"We loved that 4Degrees wasn't just a contact database. It gave us deal tracking, relationship insights, and real metrics. It fit what we do."
After implementing 4Degrees, the firm began using it to manage active engagements, organize capital raise pipelines, and run more effective internal meetings. The full sync with Outlook, along with reminders and tagging capabilities, helped The Wyse Group stay aligned and proactive in their outreach.
Support during onboarding stood out as a significant benefit.
"Anytime we had questions, Noemi was there. I always tell new team members to reach out to her directly. She explains everything clearly and gets people up to speed quickly."
The Results
Since adopting 4Degrees, The Wyse Group has dramatically reduced the time spent preparing for meetings and updating spreadsheets. The platform brought structure and visibility to their deal-tracking process, allowing team members to stay aligned and informed.
What once took several hours and back-and-forth emails can now be done in real-time within 4Degrees. Team members save time each week, manage updates at their convenience, and the firm has improved the accuracy and efficiency of its internal collaboration.
"It's a clear return on investment. 4Degrees has made us more efficient and more targeted in everything we do."
With the ability to segment contacts by industry, deal type, and check size, the team now conducts more focused outreach and avoids sending generic updates. As a result, they have seen stronger engagement and better outcomes.
Looking ahead, The Wyse Group plans to expand its use of the platform and unlock additional features. As the firm grows, 4Degrees will continue to serve as its system of record for managing deals and relationships with clarity and confidence.
