Best Financial CRM Software for PitchBook

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

Unified deal and relationship management helps you to find, win and execute new business. With a single platform for deal and relationship management, you can capture, unify and apply the collective knowledge that flows throughout your company. Intapp DealCloud is more than just a CRM. It provides a single, accurate source of truth that helps teams to strengthen relationships, accurately forecast pipelines and accelerate execution. DealCloud is AI-powered, and it was built with growth in mind. Discover and nurture your network connections to identify and nurture quality opportunities. Build a pipeline using unified firm and industry insights. Automated workflows and artificial intelligence can help you multiply the impact of your professionals, and eliminate frustration. Give your team the tools to win more business faster. Intapp DealCloud can help your firm grow.