How a $3B Private Equity Firm Lost Deals Because Relationships Lived in Inboxes

https://smoothdecorator.com/fixing-excel-hell-how-private-equity-firms-stop-losing-relationship-intelligence-in-partner-inboxes-with-microsoft-dynamics/

Stonebridge Capital (name changed) managed $3 billion in assets and ran six sector teams. Partners were prolific networkers - dinners, alumni events, rainy Friday coffees