Why relationship data at PE firms dies in inboxes and Excel hell

https://www.slideserve.com/eogernrhbu/how-private-equity-teams-escaped-excel-hell-alex-chen-s-week-that-changed-the-f

Managing directors and operations heads at private equity firms know this pattern too well: an analyst emails a quarterly update, someone copies contacts into a spreadsheet, a partner forwards a relationship note to the inbox of another partner, and