Fixing Excel Hell: How Private Equity Firms Stop Losing Relationship Intelligence in Partner Inboxes with Microsoft Dynamics
https://angelopwfn150.tearosediner.net/why-relationship-data-at-pe-firms-dies-in-inboxes-and-excel-hell
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