How a $2.3B Private Equity Firm With 18 Portfolio Companies Hit a CRM Decision Gridlock

https://www.slideserve.com/eogernrhbu/why-sourcing-led-platforms-should-sit-at-the-center-of-layered-operational-syste

A mid-market US private equity firm managing $2.3 billion in assets and 18 active portfolio companies set out to replace a patchwork of spreadsheets, shared inboxes, and two legacy CRMs