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Financial Services Case Studies and Customer Success Stories with 4Degrees
FASE - Financial Services
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 and 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.
NEA Partners - Financial Services
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.
Other Industry Case Studies and Success Stories with 4Degrees
Stellum Capital - Private Equity
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 data 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.
Alcorn Partners - Private Equity
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 now 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.
The Great River Company - Private Equity
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.
Proventus - Investment Banking/m&a Advisory
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. 4Degrees 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.
Fuller Road - Private Equity
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 contact 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.
Cube Ventures - Venture Capital
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-focused 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.
Baraúna Investimentos - Private Equity
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 4Degrees, 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.