How Private Equity Firms Stop Relationship Data Living in Partner Inboxes and Excel Hell with Microsoft Dynamics

https://www.fingerlakes1.com/2026/01/26/10-best-private-equity-crm-solutions-for-2026/

1. Why moving relationship data out of inboxes and spreadsheets is non-negotiable Most managing directors and operations heads at private equity firms know the feeling: a promising intro exists only as a trail of emails in a partner's inbox