How a Middle-Market Investment Team Turned Affinity Signals and DealCloud Automation into Real Analyst Time Savings

https://www.cool-bookmarks.win/how-long-before-a-private-equity-crm-pays-for-itself-in-saved-time

This is a practical case study about a real problem I saw on the desk of a mid-market deal team: too much manual work, missed intros, and a sense that relationship signals were leaking through spreadsheets