4Degrees vs DealCloud

4Degrees8.6Visit DealCloud7.9Visit

Higher score 4Degrees #2 in Investment Banking Software 8.6/10 Pricing on request ✓ 0 of 2 features Visit 4Degrees

vs

DealCloud #8 in Investment Banking Software 7.9/10 Pricing on request ✓ 0 of 2 features Visit DealCloud

• 4Degrees fits best

  Mid-market and enterprise teams focused on warm origination

• DealCloud fits best

  Investment banks needing deal and relationship CRM

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Side by side

Feature	4Degrees 8.6/10 Visit ↗	DealCloud 7.9/10 Visit ↗
At a glance
Editor score	8.6	7.9
Ranking	#2 in Investment Banking Software	#8 in Investment Banking Software
Best for	Mid-market and enterprise teams focused on warm origination	Investment banks needing deal and relationship CRM
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile, Browser extension	Cloud, Mobile
Platforms	Web, iOS, Android, Chrome extension	Web, iOS, Android
Support	Email, Phone, Docs	Email, Phone
Compliance	GDPR, SSO/SAML, 2FA	ISO 27001, SOC 2
Integrations	13 integrations	2 integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features 4Degrees 0/2 · DealCloud 0/2
Pitchbook builder	Not checked yet	Not checked yet
Diligence data room	Not checked yet	Not checked yet
Specs
Valuation model depth	Not checked yet	Not checked yet
Market data access	Not checked yet	Not checked yet
Users on entry plan	Not checked yet	Not checked yet
API access level	Not checked yet	Not checked yet
Deployment options	Not checked yet	Cloud
Our review
Pros	Scores relationships by communication frequency and recency. Recommends warm introduction paths across the team network. Connects relationship context with deal pipelines and reporting.	Relationship maps connect deal sourcing with relationship intelligence. Configurable workflows automate approvals, alerts, tasks, and notifications. Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.
Cons	Pricing requires contacting 4Degrees, which complicates quick comparisons. Warm-introduction recommendations depend on the team's network context. Its focus on relationship-driven workflows may not suit every CRM need.	Standard pricing is not published; prospects must schedule a demo. Integrations center on Microsoft 365, Outlook, and third-party market data. Broad configuration can require implementation planning across teams and workflows.
Our verdict	For investment banking and other relationship-driven teams, 4Degrees combines relationship intelligence with deal management. It captures email and calendar activity, maps professional networks, scores relationship strength, and recommends… Read the review →	DealCloud is an AI-powered deal and relationship intelligence platform from Intapp for professional and financial services firms. Investment banks can use it to manage relationships, source deals, track pipelines, coordinate business… Read the review →

Strengths and trade-offs

• 4Degrees — where it wins

  • Scores relationships by communication frequency and recency.
  • Recommends warm introduction paths across the team network.
  • Connects relationship context with deal pipelines and reporting.

  Where it doesn't

  • Pricing requires contacting 4Degrees, which complicates quick comparisons.
  • Warm-introduction recommendations depend on the team's network context.
  • Its focus on relationship-driven workflows may not suit every CRM need.

• DealCloud — where it wins

  • Relationship maps connect deal sourcing with relationship intelligence.
  • Configurable workflows automate approvals, alerts, tasks, and notifications.
  • Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.

  Where it doesn't

  • Standard pricing is not published; prospects must schedule a demo.
  • Integrations center on Microsoft 365, Outlook, and third-party market data.
  • Broad configuration can require implementation planning across teams and workflows.

• 4Degrees8.6/10 · Pricing on request

  A relationship-focused CRM that connects warm introductions, team context, and deal pipelines.

  Visit 4DegreesFull verdict →
• DealCloud7.9/10 · Pricing on request

  A configurable CRM for investment banking deals, relationships, compliance, and reporting.

  Visit DealCloudFull verdict →