Where Deal Information Actually Belongs: Practical Comparison of Approaches

https://www.bookmark-maker.win/why-relationship-data-at-private-equity-firms-keeps-living-in-partner-inboxes-and-excel

Everyone says information is "everywhere" – in email, Slack, shared drives, CRM notes, and a dozen spreadsheets. Reality check: deals begin as conversations, and that truth shapes how you should capture, track, and act on data