Common Investment Team Reports (For Relationship Management)
As a hub for your team's relationship network, you can use 4Degrees to more deeply understand that network and what it's capable of. Our contact-based reports are a powerful way to accomplish this. Some examples of ways you can use these reports are below - should you need any help in configuring these, feel free to to reach out to us. We're happy to help!
Note: by default, contact reports are filtered to those that you've set recurring reminders to engage. You can build reports that span all your team's contacts that by clicking the filter button, clicking "Outreach Frequency", and clicking "All". However, we currently limit the number of contacts in any report to <1,000 people.
Relationship engagement reports:
Whether it's a directed effort or maintaining existing connections, the foundation of most relationship-driven work is a good flow of communication. This category of reports is centered on helping ensure you keep that communication (and those relationships) consistent and strong.
Some examples:
- For your team's critical relationships (i.e., ones you've set to connect with on a periodic basis), how well are you collectively doing in engaging them?
- How does across different "slices" of your network?
- By geography
- By area of focus
- By level of seniority in their companies (4Degrees uses job titles to auto-assign these)
Relationship coverage reports:
This category of reports helps visualize where your network is strongest and least strong. As you compare that to where you hope to focus / spend your time and energy, these reports can help identify gaps where spending time developing relationships could be worthwhile.
Some examples:
- Areas of focus (e.g., industry, functional area)
- Geography (e.g., where is our network strongest by city or metropolitan area)?
- Team connection (e.g., how is our team distributing coverage of key relationships across the partnership)