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What is AgenticPM?

AgenticPM is an advanced AI platform specifically designed for the private markets, featuring tailored agents that cater to private equity firms, transaction advisory teams, and investment banking specialists. One of its standout components, Deal Scout, plays a crucial role in pinpointing and evaluating potential targets, mapping market landscapes, and enriching target lists with key insights. The platform's Deal Advisor function meticulously examines deal documents, streamlining due diligence processes and aiding in the creation of investment cases and investment committee memos. Additionally, the Portfolio Monitor actively tracks the performance and risks tied to portfolio companies, while the Exit Advisor supports exit planning and valuation assessments. Furthermore, various agents assist with diverse aspects, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets activities. The platform stands out by effectively analyzing crucial company and deal data and can easily integrate enhanced target information into existing CRM systems. Designed to optimize processes surrounding deal sourcing, due diligence, portfolio oversight, and exit strategies, AgenticPM offers users the opportunity to experience a complimentary trial or organize a demonstration to delve into its functionalities. This initiative not only showcases the platform’s capabilities but also empowers potential clients to grasp how AgenticPM can fulfill their unique requirements within the competitive realm of private markets, ensuring they remain ahead in their investment endeavors.

What is 4Degrees?

4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network! Our CRM software is commonly utilized in various fields, including: - Venture Capital - Private Equity - Mergers and Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.

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Integrations Supported

Claude

Integrations Supported

Asana
Bullhorn
Evernote
Facebook
Formstack
Gmail
Google Workspace
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft 365
Microsoft Outlook
Pipedrive
Slack
Typeform
X (Twitter)
Zapier
Zendesk
monday AI work platform

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Agentic Private Markets

Date Founded

2025

Company Location

United States

Company Website

www.agenticprivatemarkets.ai/

Company Facts

Organization Name

4Degrees

Date Founded

2017

Company Location

United States

Company Website

4degrees.ai/

Categories and Features

Deal Sourcing

Not specified

Due Diligence

Not specified

Private Equity

Not specified

Categories and Features

Commercial Real Estate

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Data Enrichment

Not specified

Deal Sourcing

Not specified

Financial CRM

Account Alerts
Asset Management
Lead Management
Relationship Tracking
Team Assignments

Investment Banking

Not specified

Investment Management

Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management

M&A

Not specified

Private Equity

Not specified

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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