4Degrees vs FamilyOffice.com Deal Pipeline CRM
4Degrees
4degrees.aiFamilyOffice.com Deal Pipeline CRM
familyofficer.comSide by side
| Figure | 4Degrees | FamilyOffice.com Deal Pipeline CRM |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Investor Relationship Management Software | 7.8 (#7) | 7.1 (#23) |
| Integrations | The integrations page names PitchBook, Salesforce, Gmail, Outlook, Slack, Google Workspace, and hundreds of additional apps. | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. |
| Product | 4Degrees describes its product as an AI-powered CRM for private-market deals and relationship intelligence. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee. |
| Target users | 4Degrees says it is purpose-built for private-market and relationship-driven teams, including venture capital, private equity, M&A, investment banking, and consulting. | The product is aimed at family-office investment teams handling direct acquisitions, co-investments, fund commitments, and private-market deal flow. |
Plans
In their own words
4Degrees
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.
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM has no write-up on Specifiction yet; its figures are above.