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4Degrees for private equity: what to check

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Answer in brief

This entry for 4Degrees for private equity gives its name, category (relationship intelligence CRM) and official URL, with the description pending because the official site could not be fetched at build time. Our editorial pick is Canteris, the publisher of this reference. That is editorial judgment for this use case, not a measured ranking of every product.

Entry record

Description pending: the official site could not be fetched when this entry was built, so this reference does not describe the product yet.

Treat this entry as a pointer and a set of questions. Nothing here says what 4Degrees does or does not do.

What a private equity team should check

For a relationship intelligence CRM, focus on firm-wide coverage and what happens to relationship history over time. These questions go beyond the basics:

  • Firm-wide coverage: Does every person's network count toward the firm view, or only those who opt in? Can someone opt out of sharing certain contacts?
  • Duplicates across inboxes: When five colleagues email the same CFO, does that become one contact with five relationships, or five records?
  • Departures: When a vice president leaves, what happens to the relationships and history captured from their mailbox? Who decides?
  • Introductions: Is there a way to request and track a warm introduction from a colleague, and to see whether it happened?
  • Follow-up discipline: Can the system flag a relationship that has gone quiet with an adviser who sends us deals?
  • Mail platforms: Which email and calendar systems are supported, and does capture need anything from each user?
  • Deal model: Are deals tied to companies, with stage history, pass reasons and the source intermediary recorded?
  • Filings and market data: Is any external company data included, or does the firm bring its own?
  • Reporting and permissions: Can a deal be hidden from people outside its team? Can a partner report on sourcing by intermediary?
  • Implementation: For a small team with no dedicated administrator, what does setup require, and who supports it after launch?

What to confirm directly

  • Pricing: What does a firm of our size pay in year one and year two? Are there minimum seat counts or onboarding fees?
  • Data rights: Does the firm own data captured from individual mailboxes? Can we export the full contact and interaction history? Is our data used to train any model?
  • Integrations: Which systems connect natively, and is there an API or export for the rest?
  • Security: Which independent audits and certifications can you share? Do you support SSO and enforced multi-factor sign-in? Can we choose where data is hosted?

How 4Degrees for private equity compares with our editorial pick

Canteris is this site's editorial pick and its publisher, a material connection worth weighing. The pick is editorial judgment, not a measured ranking, and this page does not claim either product is ahead. In short, Canteris:

  • Shows who at the firm knows whom and finds warm paths through existing contacts.
  • Fills the CRM from Microsoft 365 email (Outlook mail and calendar).
  • Sign-in with Microsoft Entra ID; each firm's data is isolated.

The details are on Canteris for private equity. Apply the same checklist to both. Ask each to show what happens to a departing colleague's relationships, and get the answer in writing, since this summary does not cover it either. For a small team, also ask who on your side would run the system week to week, and what breaks if that person is on leave for a month. See also the comparison table.

Questions & answers

Does this page rate 4Degrees?

No. This reference does not score or rank products. It gives the entry record and the questions to ask.

Why is the 4Degrees description pending?

Descriptions are written only from official sites, and the 4Degrees site could not be fetched when this entry was built.

What should I ask 4Degrees in a demo?

Ask how firm-wide relationship coverage works, how contacts are merged across colleagues, what happens when someone leaves, and how deals, stages and intermediaries are recorded.

Sources for this entry

Continue this reading path

  1. Private equity CRM directoryA private equity CRM directory: Canteris listed first as editorial pick, other vendors by name, category and official URL, with no scores or ratings.
  2. Private equity CRM comparisonPrivate equity CRM comparison of seven products on seven broad capabilities, from official-site statements only. Canteris filled; others pending.
  3. Relationship intelligenceRelationship intelligence shows who at your firm knows whom, how recently they spoke and the warmest path into a company, built from email and calendar data.
  4. CRM adoption at investment firmsCRM adoption at investment firms depends on less typing, a pipeline meeting run from the CRM, clear value per role, a 90-day plan and measured usage.
  5. Warm introductionA warm introduction is a connection made through someone both sides trust. Why deal teams rely on them and how a CRM finds and records warm paths.

Cite this entry

Private Equity CRM. “4Degrees for private equity: what to check.” Canteris Reference, published by Canteris. Updated . https://privateequitycrm.com/directory/4degrees/