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

https://technivorz.com/fixing-relationship-data-chaos-in-private-equity-a-7-step-practical-recovery-plan/

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