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Description

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Description

TombstoneHub automates and streamlines the creation of professionally formatted tombstones and credential slides for investment bankers. All investment banks and advisory firms have a lot of presentation specialists and analysts who spend a lot of time creating the perfect credential slides. Disorganized deal information, inconsistent formats, templates, and a lot of manual effort are some of the common challenges. Our solution is a SaaS-based platform that automates the creation of credential slides (tombstones), in any client template. SaaS platform that is easy to use and allows for individual user authentication. Collects and centralizes deal information on a single platform. This can be done by importing data from Excel/PowerPoint, or integrating with SQL databases. Our credential builder includes a central library of high-quality logos that is easy to source and easy to create. Automatic downloading of new logos.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airtable Yes 
Bullhorn Yes 
Evernote Yes 
Formstack Yes 
Google Workspace Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Service Management Yes 
LinkedIn Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Pipedrive Yes 
PitchBook Yes 
Slack Yes 
Typeform Yes 
Wufoo Yes 
X (Twitter) Yes 
Zendesk Yes 
monday AI work platform Yes 

Integrations

Airtable No 
Bullhorn No 
Evernote No 
Formstack No 
Google Workspace No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira Service Management No 
LinkedIn No 
Mailchimp No 
Microsoft 365 No 
Microsoft Outlook No 
Pipedrive No 
PitchBook No 
Slack No 
Typeform No 
Wufoo No 
X (Twitter) No 
Zendesk No 
monday AI work platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact us for pricing information
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

4Degrees

Founded

2017

Country

United States

Website

4degrees.ai/

Vendor Details

Company Name

Acuity Analytics

Founded

2002

Country

United Kingdom

Website

www.acuityanalytics.com/technology/digital-solutions/investment-banking/

Product Features

Commercial Real Estate

Brand Management Yes 
CRM Yes 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management Yes 
For Appraisers Yes 
For Brokers Yes 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

M&A

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing No 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Product Features

Presentation

3D Objects No 
Animations & Transitions No 
Audio Content No 
Collaboration Tools No 
Content Library Yes 
Customizable Templates Yes 
Media Library No 
Offline Editing No 
Offline Presenting No 
Screen Sharing No 
Search/Filter Yes 
Templates Yes 
Video Content No 

Alternatives

Alternatives