When my second fund tried to run deal flow in ClickUp: a lesson in affinity and real PE CRM

https://www.bookmarkidea.win/cut-manual-data-entry-in-half-what-you-ll-achieve-with-automatic-email-capture-in-30-days

On a rainy Tuesday in April, I sat in front of a wall of ClickUp boards stacked with color-coded tags, automations, and a custom "deal score" formula I had spent two months refining. It felt good on paper. Tasks moved across columns