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Capstone Outreach vs 4Degrees: deal flow CRM or personal check-ins

By Shawn Gregoire, founder of Capstone Outreach · Facts about 4Degrees checked on its website 2026-10-08

4Degrees is a relationship intelligence and deal flow CRM for private-market teams such as venture capital, private equity and investment banking, priced per user per month by quote. Capstone Outreach is a $25/month personal CRM for one professional: it drafts each check-in when it is due and sends it from your own email or phone, by email, text or WhatsApp. Pick 4Degrees for team deal flow; pick Capstone Outreach for your own network.

Side by side

Feature	Capstone Outreach	4Degrees
Positioning	A personal CRM for people whose network is their job: the personal CRM that writes your check-ins.	An AI-powered CRM for private-market deals and the relationships behind them; a relationship intelligence and deal flow platform designed by ex-investors.¹²
Who it is for	Professionals whose network is their job, each on their own account across web, iPhone and Android.	Venture capital, private equity, investment banking and M&A, corporate development, consulting and commercial real estate teams; used by hundreds of teams in the private markets.³⁴
Pricing	One plan: $25/month on the web; $24.99/month or $250/year on iPhone; $9/month Global plan in six countries.	Per user per month; prices are not published, and you submit a form to get a quote.⁵⁶
Free plan or trial	14-day free trial; a payment method is required to start. No free plan.	The site offers a demo request rather than a self-serve signup.⁷
Platforms	Web, iPhone and Android, one account.	Gmail and Outlook extensions, a Chrome extension that reveals mutual connections from any website, and a mobile product for managing deals on the go.¹²¹⁴¹⁵
Keep-in-touch reminders	Rhythms from weekly to every three months by email draft, text, WhatsApp or call reminder; the check-in is drafted when due and waits a full cycle if you have talked since.	Intelligent reminders and automatic triggers to keep relationships from going stale; alerts when key connections switch jobs, publish content or appear in the news.⁸⁹
AI writing	AI drafts emails, texts and WhatsApp messages in your voice, and drafts each check-in from your history when it is due.	AI features for working with deals and relationships.¹⁷
Sending email, texts and WhatsApp	Emails send from your own Gmail or Outlook after you approve; texts and WhatsApp messages open on your phone already typed and send from your own number.	Not listed on their site (checked Oct 8, 2026)
Business card scanning	Scans paper business cards, QR digital cards and NFC tags.	Not listed on their site (checked Oct 8, 2026)
Contact sync and enrichment	Imports the phone address book without duplicates, CSV files and WhatsApp chats; calendar meetings become contacts. No LinkedIn sync or database enrichment.	Syncs email, calendar and third-party sources like Crunchbase and Pitchbook into deal and contact records; a LinkedIn extension saves profiles, work history and messages.¹⁰¹³
Meeting notes	AI notetaker for Zoom, Google Meet, Microsoft Teams and Webex that drafts a follow-up per attendee.	Not listed on their site (checked Oct 8, 2026)
Pipelines, integrations and AI agents	Lead tiers, tags and search; Claude, ChatGPT or any MCP agent can connect, and a person approves what they propose.	Deal pipeline management with a status snapshot of every deal; reporting on business development, sourcing and portfolio KPIs; works inside Salesforce.¹¹¹⁶¹⁸

Choose 4Degrees if

You work in venture capital, private equity, investment banking or M&A, corporate development, consulting or commercial real estate and want a CRM built for private-market deals.
Your team wants relationship strength scoring to find the best intro to a company, investor or expert.
You want alerts when key connections switch jobs, publish content or appear in the news.
You manage a deal pipeline and report on business development, sourcing and portfolio KPIs.
Your firm runs on Salesforce and wants relationship intelligence and automated data entry inside it.

Choose Capstone Outreach if

You are one professional keeping your own network warm and want to start on a 14-day free trial at $25/month.
You want each check-in drafted from your history when it is due, and held a full cycle if you have talked since.
You keep in touch by text and WhatsApp as well as email, sending from your own Gmail, Outlook or phone number.
You meet people in person and want to scan business cards, QR digital cards and NFC tags.
You want an AI notetaker for Zoom, Google Meet, Microsoft Teams and Webex that drafts a follow-up per attendee.

The differences that matter

Team deal flow vs one person's network

4Degrees calls itself an AI-powered CRM for private-market deals and the relationships behind them, designed by ex-investors for venture capital, private equity, investment banking and M&A, corporate development, consulting and commercial real estate teams. It includes deal pipeline management with a status snapshot of every deal and reporting on business development, sourcing and portfolio KPIs. Capstone Outreach is a personal CRM for people whose network is their job. It keeps one timeline per person with every email, text, call and meeting, plus lead tiers, tags and search, and you can ask what you discussed or promised.

Reminders and alerts vs a drafted check-in

4Degrees offers intelligent reminders and automatic triggers to keep relationships from going stale, and alerts you when key connections switch jobs, publish content or appear in the news. Capstone Outreach sets rhythms from weekly to every three months by email draft, text, WhatsApp or call reminder. When a check-in comes due, AI drafts the message from your history in your voice. If you have talked since, through a reply, call or meeting, it waits a full cycle. Emails send from your own Gmail or Outlook after you approve, and nothing sends without approval.

Browser extensions vs your email, phone and meetings

4Degrees has Gmail and Outlook extensions, a Chrome extension that reveals mutual connections from any website, a LinkedIn extension that saves profiles, work history and messages, and a mobile product for managing deals on the go. Capstone Outreach runs on web, iPhone and Android with one account. Texts and WhatsApp messages open on your phone already typed and send from your own number. It scans paper business cards, QR digital cards and NFC tags, and its AI notetaker for Zoom, Google Meet, Microsoft Teams and Webex drafts a follow-up per attendee.

Data sources and Salesforce vs your own history

4Degrees syncs email, calendar and third-party sources like Crunchbase and Pitchbook into deal and contact records. It works inside Salesforce, automating data entry and enriching Salesforce with up-to-date data. Capstone Outreach does not offer contact enrichment from databases or LinkedIn and social network sync. It imports your phone address book without duplicates, CSV files and WhatsApp chats, and turns meetings from Google Calendar, Outlook and Calendly into contacts. Private notes are never sent to the AI, and Claude, ChatGPT or any MCP agent can connect, with a person approving what they propose.

Pricing

4Degrees charges per user per month, but its prices are not published: you submit a form to get a quote, and the site offers a demo request rather than a self-serve signup. Capstone Outreach has one plan: $25/month on the web after a 14-day free trial that requires a payment method, or $24.99/month or $250/year on iPhone through the App Store, with Android billed through Google Play. A $9/month Global plan is offered in India, the Philippines, Malaysia, the UAE, South Africa and Nigeria. There is no free plan, and you can cancel anytime.

Switching to Capstone Outreach

To move to Capstone Outreach, upload a CSV file of the people you want to keep in touch with, or import your phone address book, which skips duplicates. Meetings from Google Calendar, Outlook and Calendly become contacts, and you can import WhatsApp chats. Connect your Gmail or Outlook so emails send from your own account, then set keep-in-touch rhythms and review the first drafted check-ins during the 14-day free trial.

Keep them warm without the busywork. Capstone Outreach is the personal CRM that writes your check-ins. Put each person on a rhythm (weekly to every three months), and when they're due, the next message is already written from your history with them. If you've talked since, it waits a full cycle. You approve every message, and it goes out from your own email or phone.

Start 14 days free, then $25/mo iPhone: 14 days free, then $24.99/mo

A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.

Also on Android. Cancel anytime in the first 14 days and you pay nothing.

Frequently asked questions

How much does 4Degrees cost?

4Degrees charges per user per month, but its prices are not published; you submit a form on its site to get a quote. Capstone Outreach lists one plan at $25/month on the web after a 14-day free trial that requires a payment method, $24.99/month or $250/year on iPhone, or $9/month on the Global plan in six countries.

Is 4Degrees a personal CRM?

4Degrees calls itself an AI-powered CRM for private-market deals and the relationships behind them, built for teams in venture capital, private equity, investment banking, corporate development, consulting and commercial real estate. Capstone Outreach is a personal CRM for one professional whose network is their job, built around drafted check-ins sent from your own email or phone.

Do both remind me to stay in touch?

Yes. 4Degrees offers intelligent reminders and automatic triggers to keep relationships from going stale, plus alerts when key connections switch jobs or appear in the news. Capstone Outreach sets rhythms from weekly to every three months and drafts the check-in itself by email, text or WhatsApp when it is due, waiting a full cycle if you have talked since.

Which one fits a firm that runs on Salesforce?

4Degrees works inside Salesforce, adding relationship intelligence to Salesforce data, automating data entry and enriching records with up-to-date data. Capstone Outreach is built for one person rather than a firm: it connects to your own Gmail or Outlook for sending, to Google Calendar, Outlook and Calendly for meetings, and to Claude, ChatGPT or any MCP agent.

Can I text or WhatsApp contacts from either one?

Capstone Outreach drafts texts and WhatsApp messages in your voice, and they open on your phone already typed so you send them from your own number; it can also import WhatsApp chats. Texting and WhatsApp were not listed on the 4Degrees pages we checked on Oct 8, 2026, which focus on deals, relationship intelligence and email and calendar sync.

Sources

Everything about 4Degrees on this page comes from its own website, checked 2026-10-08. If something has changed, tell us and we'll update it.

4Degrees calls itself an AI-powered CRM for private-market deals and the relationships behind them. Source: https://www.4degrees.ai ("The AI-Powered CRM for Private-Market Deals and the Relationships That Drive Them.")
It describes itself as a relationship intelligence and deal flow platform designed by ex-investors. Source: https://www.4degrees.ai ("The Relationship Intelligence & Deal Flow Platform Designed By Ex-Investors.")
It targets venture capital, private equity, investment banking/M&A, corporate development, consulting and commercial real estate teams. Source: https://www.4degrees.ai/pricing ("Select industryVenture CapitalPrivate EquityInvestment Banking / M&A AdvisoryCorporate Development / M&AConsultingCommercial Real EstateOther")
It says it is used by hundreds of teams in the private markets. Source: https://www.4degrees.ai ("Trusted by hundreds of teams in the private markets.")
4Degrees charges per user per month. Source: https://www.4degrees.ai/pricing ("At 4Degrees, we charge on a per-user per-month model.")
Prices are not published; you must submit a form to get a quote. Source: https://www.4degrees.ai/pricing ("we will need to get in touch to give you the most accurate pricing information.")
The site offers a demo request rather than a self-serve signup. Source: https://www.4degrees.ai ("Request a Demo")
Alerts notify you when key connections switch jobs, publish content or appear in the news. Source: https://www.4degrees.ai ("alerts that notify you when key connections switch jobs, publish content, or make it on the news.")
It offers intelligent reminders and automatic triggers to keep relationships from going stale. Source: https://www.4degrees.ai ("Keep key relationships from going stale and deals from stalling with intelligent reminders and automatic triggers.")
It syncs email, calendar and third-party sources like Crunchbase and Pitchbook into deal and contact records. Source: https://www.4degrees.ai ("syncing your email, calendar, and third-party sources (Crunchbase, Pitchbook, etc) to populate your deal and contact records.")
It includes reporting on business development, sourcing and portfolio KPIs. Source: https://www.4degrees.ai ("Generate intuitive, flexible reports that track anything from business development analytics to sourcing data to portfolio KPIs.")
It has Gmail and Outlook extensions. Source: https://www.4degrees.ai ("Work directly from your inbox with the Gmail & Outlook extensions")
A LinkedIn extension saves profiles, work history and messages into 4Degrees. Source: https://www.4degrees.ai ("Use the LinkedIn extension to save profiles, work experiences, and back-and-forth messages right on the 4Degrees platform.")
A Chrome extension reveals mutual connections from any website. Source: https://www.4degrees.ai ("The Chrome extension is the ultimate X-ray revealing mutual connections")
It has a mobile product for managing deals on the go. Source: https://www.4degrees.ai ("Manage Deals From Anywhere")
4Degrees works inside Salesforce, adding relationship intelligence to Salesforce data. Source: https://www.4degrees.ai ("The Power of Relationship Intelligence Inside Salesforce")
It offers AI features for working with deals and relationships. Source: https://www.4degrees.ai ("Use AI to work faster with your deals and relationships")
It includes deal pipeline management with a status snapshot of every deal. Source: https://www.4degrees.ai ("Get an immediate snapshot of the status of every deal")

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