Why PE Firms Stop Letting Relationship Data Live in Partner Inboxes and Excel Hell

https://wiki-nest.win/index.php/How_a_$1.2B_Private_Equity_Firm_Stopped_Losing_Deals_to_Inbox_Chaos_and_Built_Relationship_Intelligence_in_Salesforce

Managing directors and operations heads at private equity firms know the problem intimately: relationship data scattered across partner inboxes, ad hoc Excel sheets, and a dozen Slack threads