HelmIQ vs 4Degrees
HelmIQ vs 4Degrees
The AI-native deal CRM for boutique investment banking and PE teams that need outreach and execution, not just a relationship graph.
4Degrees is a strong relationship-intelligence CRM for private capital and advisory firms: it maps your network, surfaces warm introductions, and captures activity automatically. Where it stops is deal execution. There is no built-in dialer, no data room, and no structured outreach, and that is the gap HelmIQ fills.
Where 4Degrees excels
Strong relationship intelligence for private capital
4Degrees maps who in your firm knows whom and surfaces the warmest path to a target. For firms whose edge is their network, the relationship graph and warm-intro scoring are genuinely useful.
Automatic activity capture
4Degrees syncs email and calendar and logs interactions without manual entry, so the relationship record stays current without an associate typing notes after every call.
Purpose-built for advisory and investing firms
Unlike a generic sales CRM, 4Degrees speaks the language of private capital and is scoped for deal professionals rather than SaaS sales reps.
Where it falls short for IB teams
Relationship mapping, not deal execution
4Degrees surfaces the relationship. What it does not do is run the next step. There is no built-in power dialer, no data room, and no structured buyer outreach, so calling, document sharing, and follow-up cadences still live in separate tools.
Light on outreach at volume
A boutique running a real sourcing or buyer campaign needs a dialer and sequenced follow-up. 4Degrees is built around the network graph, not around executing a few hundred touches a month, so teams bolt on a separate dialer and sequencing tool.
Surfaces context rather than running the process
4Degrees tells you who to call and how you are connected. HelmIQ runs the next step: it dials the call from inside the CRM, writes the brief, drafts the follow-up, and moves the deal through its stages.
What you get with HelmIQ
From sourcing to close in one platform
HelmIQ covers the full deal lifecycle: target sourcing, CIM screening, process management, data room, and buyer outreach cadences. 4Degrees covers the relationship layer well; HelmIQ covers the execution layer too.
Built-in power dialer and sequences
HelmIQ includes a full power dialer with call recording and automatic logging, plus sequenced follow-up. No separate dialer, no separate sequencing tool, no toggling between apps.
AI that acts, not just informs
HelmIQ's agent logs meetings, writes deal briefs, drafts follow-ups, and runs outreach cadences. It does not stop at surfacing a warm-intro path; it helps you walk down it.
Side by side
| Feature | 4Degrees | HelmIQ |
|---|---|---|
| Relationship intelligence and warm intros | ✓ | ✓ |
| Automatic email and calendar capture | ✓ | ✓ |
| AI meeting logging | ~ | ✓ |
| AI deal brief generation | ✕ | ✓ |
| Built-in power dialer | ✕ | ✓ |
| Sequenced buyer outreach | ✕ | ✓ |
| Integrated data room | ✕ | ✓ |
| Import from 4Degrees | ✕ | ✓ |
~ partial or add-on required
What's included with HelmIQ
HelmIQ adds the full execution layer on top of relationship intelligence: a built-in dialer, sequenced outreach, an integrated data room, and AI deal briefs, in one seat instead of three or four separate tools.
Migration
HelmIQ imports your 4Degrees export directly. Your contacts and relationship history come with you on day one.
Frequently asked questions
Can I import my 4Degrees data into HelmIQ?
Yes. HelmIQ imports your 4Degrees export directly, so your contacts and relationship history come with you on day one.
Is HelmIQ a replacement for 4Degrees or an addition?
For most deal teams it is a replacement that keeps 4Degrees' strengths. You get automatic relationship capture plus the execution layer 4Degrees does not include: a dialer, sequenced outreach, a data room, and AI deal briefs.
Does 4Degrees have a built-in dialer?
No. 4Degrees focuses on the relationship graph and activity capture. HelmIQ includes a power dialer with recording and automatic logging, so calling and follow-up happen inside the CRM.
Does HelmIQ have relationship intelligence like 4Degrees?
Yes. HelmIQ captures email and calendar activity automatically and surfaces warm paths and cooling relationships. 4Degrees' network graph is a strong pure-play; HelmIQ pairs relationship capture with outreach and execution.
How long is setup?
Days. Connect your mailbox, import your 4Degrees data, and start working. No professional services engagement required.