Case Study: The Great River Company achieves greater productivity and streamlined deal flow with 4Degrees

The Great River Company - Customer Case Study

The Great River Company, a Minneapolis-based private investment firm backed by business-owning families, needed a CRM built specifically for private equity and family offices that separates investors from investment prospects and can manage multiple deal-flow channels, leads, active opportunities, backlog, and deals on hold. After evaluating several options, they selected 4Degrees’ CRM designed for private equity and family offices.

4Degrees delivered a single, customizable platform to consolidate sourcing, relationship management, and portfolio support, capturing hundreds of conversations and streamlining pipeline-to-ownership workflows. The implementation boosted productivity, made the team’s work lives easier, enabled quick access to deal information and solutions, and helped The Great River Company manage and track opportunities more effectively.

The Great River Company

Michael O’Neill

Partner