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Description

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Description

DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airtable
Asana
Basecamp
Bullhorn
Facebook
Formstack
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Jira Service Management
LinkedIn
Mailchimp
Microsoft 365
Pipedrive
PitchBook
Slack
VoPay
Wufoo
Zendesk
monday work management

Integrations

Airtable
Asana
Basecamp
Bullhorn
Facebook
Formstack
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Jira Service Management
LinkedIn
Mailchimp
Microsoft 365
Pipedrive
PitchBook
Slack
VoPay
Wufoo
Zendesk
monday work management

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

4Degrees

Founded

2017

Country

United States

Website

4degrees.ai/

Vendor Details

Company Name

Katipult

Founded

2014

Country

Canada

Website

www.katipult.com

Product Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

M&A

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Product Features

Alternatives

Alternatives