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

https://collinnfmn145.theburnward.com/how-ic-approval-workflow-software-will-force-partners-to-rework-their-playbooks

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