Why relationship intelligence beats manual logging for private equity CRM and onboarding projects
https://instaquoteapp.com/crm-that-actually-works-for-pe-firms-a-practical-90-day-playbook-for-100m-5b-aum-teams/
Why private equity teams stall during CRM rollouts Private equity teams face a familiar rhythm: a deal surfaces, a fast-moving LP conversation starts, and the investment and investor-relations teams scramble to capture who said what