Solution introduction

Stop wasting hours on outdated spreadsheets and clunky CRMs

Designed by ex-investors, the 4Degrees platform helps you eliminate busywork and manage your deals and relationships effortlessly

A CRM built for private markets and relationship-focused industries
4Degrees is purpose-built for private markets and other relationship-driven professionals, not for account executives or sales managers focused on hitting quota.

Skip the data entry. Make more time for career-defining conversations
No more toggling back and forth different tabs, backtracking, and manually inputting information on your investments or LPs.

Gain full visibility across your firm’s relationships and deals
Avoid dropped balls and missed opportunities with firm-wide visibility and automation that keep deals and deliverables on track.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.