When a Mid-Sized PE Firm Buys a CRM and Everything Falls Apart: Dan's Story

https://www.bestbookmarks.win/what-if-everything-you-knew-about-fund-admin-integration-accounting-system-connectivity-and-data-synchronization-was-wrong

Dan was a partner at a private equity firm managing roughly $750 million in assets under management. They had been operating off spreadsheets, a shared inbox, and a handful of stubbornly inconsistent notes for years