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When a Growing Private Equity Team Tried to Keep LP Relationships in Sync: Sarah's Story

https://www.bookmark-maker.win/when-your-crm-fails-the-firm-how-mid-sized-pe-teams-can-make-salesforce-work-for-deal-flow-lps-and-operations

When offices are spread across time zones, notes go missing: a true story Sarah was head of investor relations at a mid-sized private equity firm

Submitted on 2026-02-14 12:35:36

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