Published News

Boutique firm budgets - what PE managing directors lose when they ignore relationship intelligence versus process governance

https://angelopwfn150.tearosediner.net/why-relationship-data-at-pe-firms-dies-in-inboxes-and-excel-hell

6 critical questions private equity leaders ask about relationship data and why they matter Partners and operations heads at small to mid-size private equity firms face the same recurring problem: relationship data sprawls across inboxes,

Case Study: How a $350M Private Equity Firm Replaced Its Patchwork CRM with Salesforce and Cut the Fundraising Cycle by 40%

https://wiki-dale.win/index.php/Why_PE_Analysts_Hate_Manual_CRM_Data_Entry_%E2%80%94_A_Practical_Comparison_and_Playbook

How a $350M PE Firm Decided to Replace Its Homegrown CRM When I first met the leadership team at Northbridge Capital (name changed), they were at the point most growing private equity firms face: operational friction had started to throttle