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Why Relationship Intelligence Often Outperforms Manual Logging for GP/LP Workflows

https://instaquoteapp.com/crm-that-actually-works-for-pe-firms-a-practical-90-day-playbook-for-100m-5b-aum-teams/

When I first walked into fund operations teams, the status quo was obvious: inboxes filled with strings of emails, spreadsheets tracking outreach, and a handful of people who "know" the relationship history with each investor

Submitted on 2026-02-13 23:07:46

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