Stop Excel Hell: A Practical Tutorial to Rescue Relationship Data in Private Equity
https://www.scribd.com/document/997582285/How-a-3-8M-ARR-B2B-SaaS-Prepared-for-the-2026-Data-Shift-by-Choosing-a-Relationship-Database-Over-a-Full-CRM-220586
If your managing directors and operations team are still keeping portfolio relationships in partner inboxes, disconnected spreadsheets and cryptic meeting notes, this is for you