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

https://www.charliebookmarks.win/what-really-breaks-in-software-deals-5-rules-that-actually-prevent-failed-implementations

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