How a $1.2B Private Equity Firm Broke Their CRM — and What It Took to Fix It

https://instaquoteapp.com/crm-that-actually-works-for-pe-firms-a-practical-90-day-playbook-for-100m-5b-aum-teams/

How a Mid-Market Firm Found Its Dealflow Siloed, Slow, and Distrustworthy When Meridian Capital Partners (name changed) started life as a four-person shop managing a small fund, spreadsheets and shared folders worked