How a $1.2B PE Firm Nearly Lost $150M in Deal Flow to Inbox-and-Excel Chaos

https://www.apu-bookmarks.win/portfolio-monitoring-vs-deal-sourcing-crm-keep-them-together-or-split-them

This is a case study of a mid-market private equity firm where relationship data lived in partner inboxes, deal notes were scattered across spreadsheets, and true visibility into pipeline health was essentially fiction