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

https://charlie-wiki.win/index.php/That_Moment_Changed_Everything_About_Automated_Relationship_Capture:_Is_It_Worth_It_or_Just_Hype%3F

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