Choosing a CRM for relationship-driven teams
4Degrees positions itself as a relationship intelligence platform designed to help teams manage relationships and streamline deal flow, from warm introductions to closing. Founded by ex-investors, it supports industries such as venture capital, investment banking, consulting, and commercial real estate. 4Degrees consistently emphasizes its ability to automatically update contacts, map relationship networks, and surface opportunities. While its messaging shares features similar to Affinity, 4Degrees has notably lagged in product innovation compared to its peers.
Affinity and other forward-thinking CRM providers have integrated AI into their solutions to move beyond automation and deliver deeper insights into deal pipelines, relationship data, and prospecting opportunities. As private capital markets grow more competitive, firms are increasingly demanding more intelligent tools. What was once a differentiator is shifting into an industry standard. While 4Degrees offers third-party integrations through tools like Zapier to compensate for this gap, these workarounds often increase friction and complexity.
Teams operating in high-stakes, relationship-driven, and ever-evolving sectors deserve a CRM solution that serves as a true partner in progress. Here’s a breakdown of how Affinity compares to 4Degrees to help you determine which solution best supports your workflow over the long term.
With Affinity:
Discover who matters most, surface meaningful connections, and turn relationship data into a competitive advantage for dealmaking.
Access comprehensive data with industry-leading data partnerships.
Protect your data with enterprise-grade security, built with industry-leading encryption, access controls, and compliance frameworks.
Affinity vs. 4Degrees
Single source of truth
Organize and manage records, monitor deal sourcing, and track your team’s most valuable connections in a centralized CRM.
Native relationship intelligence
Uncover high-impact relationships and gain actionable insights you need to close more deals.
Automated data capture
Instantly surface all historical interactions with people and companies from across your firm for relationship mapping and scoring.
Private capital data enrichment
Automatically enrich every company and contact profile with a dataset powered by Affinity and 40+ trusted sources, including PitchBook and Dealroom.
Deal sourcing
Provide a data-driven pathway to expand your deal pipeline beyond your existing network.
Keep your team up to date on industry trends
Combine proprietary CRM datasets and external data partners to enrich your records with industry-specific data.
Deal flow management
Enable pipeline management for sophisticated, long-term dealmaking with familiar list- and Kanban-style views of your active deals.
Purpose-built for private capital
A CRM designed specifically for private capital, giving you the upper hand to manage your entire deal lifecycle with ease.
Integrate your tech stack with your CRM
Customize your software experience by integrating your most-used tools with your CRM.
Close deals on the go
Keep your deals in the palm of your hand with mobile apps for both iOS and Android devices with a cloud-based platform.
Real-time alerts on key relationships
Track deals and monitor your network with real-time alerts on job changes or new investments to stay ahead of the competition.
Deal assistance
Review and process meeting notes and email attachments to answer deal-related questions.
Similar companies
Generate lists of comparable companies based on the profile being viewed in the CRM.
Native call recording
Generate structured summaries and transcripts of meetings, with automatic syncing to relevant people and organizations in the CRM.
Onboarding support
Deploy the entire CRM platform in as little as 72 hours.
Ease of use
Navigate the CRM and complete tasks using an intuitive interface—no technical support required—at any license tier.
Security
Receive a dedicated CISO and security team focused on preventing, detecting, and responding to security threats across system operations.
Compliance
Rely on a system that meets certification against stringent global standards—including ISO 27001, ISO 27018, ISO 27019, ISO 27701, and SOC2 Type 2.
Constant vulnerability testing
Benefit from proactive CRM security measures that continuously identify and address potential weaknesses, helping safeguard sensitive customer information.
Frequently Asked Questions
Why our customers love Affinity
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