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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of 4Degrees CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Alcorn Partners Banking and Financial Services 10 $1M Canada 4Degrees 4Degrees CRM CRM and Investor Relationship Management 2023 n/a
In 2023, Alcorn Partners implemented 4Degrees CRM, a CRM used to centralize contact management, email and calendar capture, and deal-flow tracking for private equity workflows in Toronto, Canada. The deployment focused on CRM and deal-flow management across the firm, aligning relationship records with opportunity pipelines for business development and investment teams. The 4Degrees CRM configuration emphasized contact and relationship profiles, automated email and calendar ingestion via the Outlook integration, and deal-flow stage tracking to standardize pipeline progression. Automation and synchronization reduced manual data entry by capturing email interactions and calendar events directly into the CRM, while workflow configuration supported activity logging and stage-based opportunity management. Operational coverage targeted the firm’s investment and business development functions in Toronto, Canada, with user workflows centered on relationship intelligence, contact consolidation, and pipeline visibility. Reported outcomes include saving the team hundreds of hours through automated data entry and synchronized email interactions, improving the efficiency of sourcing and tracking private equity deals.
Barauna Investimentos Banking and Financial Services 10 $1M Brazil 4Degrees 4Degrees CRM CRM and Investor Relationship Management 2022 n/a
In 2022, Baraúna Investimentos implemented 4Degrees CRM to manage a 300+ deal pipeline and centralize contact interactions and deal details for their venture capital activities in São Paulo, Brazil, with Apps Category . The deployment targeted deal-flow and investor-relations CRM workflows and established a single source of truth for pipeline status, counterparty records, and interaction history across the small investment team. The 4Degrees CRM implementation configured deal-stage pipelines, contact and organization profiles, activity logging, task assignment, and investor-relations tracking, enabling structured qualification and follow-up workflows. Automation focused on reducing manual data entry and templated outreach and meeting logging, which aligned CRM use with the firm’s deal screening and engagement cadence. Operational coverage centered on the São Paulo VC team and the firm’s deal-flow operations, centralizing deal documentation and interaction histories for consistent handoffs between team members. Governance emphasized standardized pipeline hygiene and CRM discipline to support investor-relations processes and portfolio support activities. Reported outcomes included substantial time savings, approximately two thirds less time on administrative work, enabling the team to spend more time engaging entrepreneurs and supporting portfolio companies.
Cube Ventures Colombia Banking and Financial Services 15 $1M Colombia 4Degrees 4Degrees CRM CRM and Investor Relationship Management 2022 n/a
In 2022, Cube Ventures Colombia implemented 4Degrees CRM from its Bogotá office to optimize fundraising, investor relations, and multi-geography deal-flow management across Latin America. The deployment targeted CRM workflows for a 15-person venture firm, aligning the 4Degrees CRM application to fundraising pipeline management and investor relationship modules. Implementation focused on configuring core CRM capabilities including centralized contact and portfolio company records, staged deal-pipeline management, activity tracking, and automated data enrichment workflows. Cube Ventures used 4Degrees CRM to standardize fundraising workflows, embed investor touchpoint tracking, and enforce consistent pipeline stage definitions across deal teams. The rollout leveraged explicit integrations and data enrichment from PitchBook and Crunchbase to populate firmographic and funding history fields, improve prospect qualification, and reduce manual data entry. Operational coverage was multi-geography across Latin America with primary administration from the Bogotá office, supporting fundraising and investor relations functions across the firm. Governance and process changes emphasized VC CRM best practices, with standardized pipeline templates and role-based access to investor records to support deal-flow transparency. The implementation produced measurable improvements in operational efficiency and pipeline visibility as stated by Cube Ventures, reflected in tighter investor outreach coordination and more consistent deal tracking within 4Degrees CRM.
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