4Degrees
18 Case Studies
A 4Degrees Case Study
The Great River Company, a Minneapolis-based private investment company, needed a CRM platform specifically designed for the complexities of private equity and family office direct investing. Their challenge was to find a system that could distinguish between investors and investment prospects, track multiple deal flow channels, and manage hundreds of conversations within a single, intuitive application.
The vendor, 4Degrees, provided its relationship intelligence and deal flow platform built by ex-investors. This solution offered an integrated tool that allowed the team to manage their entire pipeline from initial contact to ownership. 4Degrees made the transition easy and, by being designed for the industry, boosted team productivity, made work lives easier, and allowed users to find information quickly through easy customization.