4Degrees vs DealCloud

4Degrees is a CRM for private-market deals and relationship intelligence, with AI tools for teams that rely on connections. It scores relationship strength and maps connections across an organization to help users identify warm introduction paths. Deal workflows include customizable pipelines, Kanban views, reporting, reminders, and triggers. The system syncs email and calendar activity and enriches contacts from more than 20 sources. AI features can help users prepare for meetings, review relationship history, research companies, and suggest record updates. Integrations include PitchBook, Salesforce, Gmail, Outlook, Slack, Google Workspace, and hundreds of additional apps. Gmail and Outlook plugins, LinkedIn and Chrome extensions, and iOS and Android apps extend access across inboxes, profiles, company websites, and mobile workflows. The mobile app supports network search, deal updates, notes, reminders, and business-card scanning. An API can expose relationship and deal data to other tools, while its MCP integration gives AI assistants permissioned access to deal context. Pricing is by request and depends on the organization and team.

DealCloud is a cloud-based deal and relationship intelligence platform for professional firms. It is preconfigured for private capital, investment banking, legal, and advisory organizations. Private-capital workflows cover fundraising and investor relations, sourcing and screening, diligence, investment committee preparation, and exits. AI features surface warm relationship paths, assess relationship strength, and guide outreach across deals, matters, and engagements. Outlook interactions and meetings can be logged automatically as shared engagement records. Rule-based workflows trigger tasks, approvals, and escalations, while the flexible data model lets firms change entities and relationships without custom code. Records can be enriched with market intelligence from Preqin, PitchBook, and FactSet. Add-ins connect DealCloud with Outlook, Excel, Word, and Edge. It can create deal-specific SharePoint sites and Teams workspaces and synchronize membership as deals change. Intapp lists ISO 27001, 27017, 27018, 27701, CSA STAR, SOC 1 Type 2, and SOC 2 Type 2 certifications or reports for its cloud products. The enterprise offering adds dedicated Azure storage, customer-managed key encryption, daily backups, testing environments, and enhanced controls for an additional fee.