How a $2.3B Private Equity Firm With 18 Portfolio Companies Hit a CRM Decision Gridlock

https://dailyiowan.com/2026/02/03/5-best-private-equity-crm-for-us-in-2026/

A mid-market US private equity firm managing $2.3 billion in assets and 18 active portfolio companies set out to replace a patchwork of spreadsheets, shared inboxes, and two legacy CRMs