Financial Services Case Studies and Success Stories with 4Degrees

Case Study KB Partners

KB Partners signed on to 4Degrees, deal flow processes became faster and more efficient.

Read more →

Case Study MaC Venture Capital

Learn how 4Degrees helped MaC Venture Capital overcome fragmentation problem in their information flow and has become a vital tool in their company’s continuing success.

Read more →

Case Study Svoboda Capital

Svoboda uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow

Read more →

Case Study NEA Partners

The NEA team has met their efficiency goals and then some with the 4Degrees platform

Read more →

Case Study Fuller Road

Fuller Road uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow, rather than as a project management tool.

Read more →

Case Study Fuller Road

Fuller Road uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow, rather than as a project management tool.

Read more →

Case Study Accelerated Growth

4Degrees made operations of Accelerated Growth more efficient, effective, and collaborative.

Read more →

Case Study KB Partners

KB Partners signed on to 4Degrees, deal flow processes became faster and more efficient.

Read more →

Case Study The Great River Company

4Degrees made the transition easy, and the integrated tool allowed GRC to search for any common issues and provided multiple articles and deal flow options to solve them.

Read more →

Case Study Fuller Road

Fuller Road uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow, rather than as a project management tool.

Read more →

Case Study KB Partners

KB Partners signed on to 4Degrees, deal flow processes became faster and more efficient.

Read more →

Case Study RevTech Ventures

Learn how 4Degrees helped RevTech Ventures in their journey towards better integration, smoother deal-flow and a streamlined work process.

Read more →

Case Study Svoboda Capital

Svoboda uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow

Read more →

Case Study RevTech Ventures

Learn how 4Degrees helped RevTech Ventures in their journey towards better integration, smoother deal-flow and a streamlined work process.

Read more →

Case Study NEA Partners

The NEA team has met their efficiency goals and then some with the 4Degrees platform

Read more →

Case Study MaC Venture Capital

Learn how 4Degrees helped MaC Venture Capital overcome fragmentation problem in their information flow and has become a vital tool in their company’s continuing success.

Read more →

Case Study S3 Ventures

Learn how 4Degrees satisfied the need for an easy-to-use and easy-to-maintain platform to manage deal flow and collective networks in real-time

Read more →

Case Study KB Partners

KB Partners signed on to 4Degrees, deal flow processes became faster and more efficient.

Read more →

Case Study The Great River Company

4Degrees made the transition easy, and the integrated tool allowed GRC to search for any common issues and provided multiple articles and deal flow options to solve them.

Read more →

Case Study RevTech Ventures

Learn how 4Degrees helped RevTech Ventures in their journey towards better integration, smoother deal-flow and a streamlined work process.

Read more →

Case Study Svoboda Capital

Svoboda uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow

Read more →

Case Study The Great River Company

4Degrees made the transition easy, and the integrated tool allowed GRC to search for any common issues and provided multiple articles and deal flow options to solve them.

Read more →

CASE STUDY FASE

4Degrees helped FASE, a corporate finance advisory firm, improve deal pipeline visibility and team efficiency. Before 4Degrees, FASE tracked deals in spreadsheets and email, causing duplicate work an...d poor transparency. With 4Degrees, the team now shares relationship data in real time and has a single source of truth. FASE saves hundreds of hours each year and can source and evaluate more deals. The platform exceeded FASE’s expectations by making deal flow a team activity and deepening network understanding.

Read more →

Case Study Svoboda Capital

Svoboda uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow

Read more →

Case Study S3 Ventures

Learn how 4Degrees satisfied the need for an easy-to-use and easy-to-maintain platform to manage deal flow and collective networks in real-time

Read more →

CASE STUDY NEA Partners

4Degrees helped NEA Partners save hours each week by automating deal flow and relationship management. The team replaced manual work in Outlook and Excel with a single CRM platform. 4Degrees offered ...easy integration with Microsoft Outlook and smart data enrichment. NEA Partners improved team collaboration and sourcing efficiency. The service from 4Degrees impressed the team and supported their onboarding and customization needs.

Read more →

Case Study Accelerated Growth

4Degrees made operations of Accelerated Growth more efficient, effective, and collaborative.

Read more →

Case Study MaC Venture Capital

Learn how 4Degrees helped MaC Venture Capital overcome fragmentation problem in their information flow and has become a vital tool in their company’s continuing success.

Read more →

Case Study Fuller Road

Fuller Road uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow, rather than as a project management tool.

Read more →

Case Study The Great River Company

4Degrees made the transition easy, and the integrated tool allowed GRC to search for any common issues and provided multiple articles and deal flow options to solve them.

Read more →

Case Study MaC Venture Capital

Learn how 4Degrees helped MaC Venture Capital overcome fragmentation problem in their information flow and has become a vital tool in their company’s continuing success.

Read more →

Case Study NEA Partners

The NEA team has met their efficiency goals and then some with the 4Degrees platform

Read more →

Case Study S3 Ventures

Learn how 4Degrees satisfied the need for an easy-to-use and easy-to-maintain platform to manage deal flow and collective networks in real-time

Read more →

Case Study NEA Partners

The NEA team has met their efficiency goals and then some with the 4Degrees platform

Read more →

Case Study RevTech Ventures

Learn how 4Degrees helped RevTech Ventures in their journey towards better integration, smoother deal-flow and a streamlined work process.

Read more →

Case Study Accelerated Growth

4Degrees made operations of Accelerated Growth more efficient, effective, and collaborative.

Read more →

Case Study Accelerated Growth

4Degrees made operations of Accelerated Growth more efficient, effective, and collaborative.

Read more →

Case Study S3 Ventures

Learn how 4Degrees satisfied the need for an easy-to-use and easy-to-maintain platform to manage deal flow and collective networks in real-time

Read more →
Show More

Non-Profit Organization Management Case Studies and Success Stories with 4Degrees

Case Study Pay It Forward

Learn how Pay It Forward used 4Degrees

Read more →

Case Study Pay It Forward

Learn how Pay It Forward used 4Degrees

Read more →

Case Study Pay It Forward

Learn how Pay It Forward used 4Degrees

Read more →

Case Study Pay It Forward

Learn how Pay It Forward used 4Degrees

Read more →

Other Industry Case Studies and Success Stories with 4Degrees

CASE STUDY Proventus

4Degrees helped Proventus improve client management and deal flow. Before 4Degrees, Proventus had unstructured outreach and outdated contact data. They needed a CRM built for boutique M&A firms. 4Deg...rees provided a simple, industry-focused platform. Proventus now tracks projects better, centralizes client data, and communicates more clearly. This led to stronger client relationships and better operational efficiency.

Read more →

CASE STUDY The Great River Company

4Degrees helped The Great River Company manage deal flow and track investment opportunities. The company needed a CRM built for private equity and family offices. 4Degrees provided a single platform ...to track leads, manage conversations, and separate data into work-streams. The team found the software easy to use and customize. Productivity increased and work lives became easier. 4Degrees made the transition simple and supported their business goals.

Read more →

CASE STUDY Baraúna Investimentos

4Degrees helped Baraúna Investimentos manage over 300 deals more efficiently. The team used to spend dozens of hours each week on manual data entry and tracking contacts in spreadsheets. With 4Degree...s, they now spend only a third of the time on deal flow and admin tasks. The platform's tagging feature lets them find contacts in minutes. This gives them more time to build relationships and support their portfolio companies.

Read more →

CASE STUDY Stellum Capital

4Degrees helped Stellum Capital launch and manage their €150 million private equity fund. The team needed a CRM to replace error-prone Excel sheets and centralize contact data. 4Degrees automated dat...a entry, improved deal sourcing, and gave real-time pipeline visibility. Stellum Capital saved hundreds of hours and thousands of dollars. The system supports deal flow, reporting, and portfolio management for their growing investment business.

Read more →

CASE STUDY Fuller Road

4Degrees helped Fuller Road manage contacts and deal flow more efficiently. The team struggled with expensive and complex CRM tools before. 4Degrees integrated with Outlook and LinkedIn, making conta...ct management simple. Staff found the interface easy to use and could build reports without extra help. Data entry became easier, saving time and boosting productivity. Collaboration and follow-up improved with the new system.

Read more →

CASE STUDY Cube Ventures

4Degrees helped Cube Ventures improve fundraising and contact management. The team faced challenges managing a growing portfolio and raising a new fund with their old CRM. 4Degrees offered venture-fo...cused features, LinkedIn and Gmail integration, and automatic data enrichment. Cube Ventures saw better operational efficiency and deal flow management. The platform made it easier to connect with investors and track fundraising progress.

Read more →

CASE STUDY Alcorn Partners

4Degrees helped Alcorn Partners automate manual tasks and replace Excel with a single CRM system. The team used to spend a lot of time entering and sorting data in spreadsheets. With 4Degrees, they n...ow track contacts and deals in one place and sync email interactions automatically. This change saved them hundreds of hours. The team can now focus on building relationships and finding new investments.

Read more →
Show More