Fixing Excel Hell: How Private Equity Firms Stop Losing Relationship Intelligence in Partner Inboxes with Microsoft Dynamics
https://www.pop-bookmarks.win/when-deals-begin-as-conversations-how-fragmented-information-kills-revenue-and-how-teams-fix-it
If you run operations or sit on the management team at a private equity firm, you know the scene: deal-sourcing notes live in partners' email threads, LP commitments are tracked in a dozen spreadsheets, and the "official" contact list changes every