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

https://telegra.ph/How-a-32B-Private-Equity-Firm-Broke-Free-from-Inbox-Driven-Dealmaking-with-Microsoft-Dynamics-02-13

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