How a Middle-Market Investment Team Turned Affinity Signals and DealCloud Automation into Real Analyst Time Savings

https://www.pure-bookmark.win/crm-that-actually-works-for-pe-firms-a-practical-90-day-playbook-for-100m-5b-aum-teams

This is a practical case study about a real problem I saw on the desk of a mid-market deal team: too much manual work, missed intros, and a sense that relationship signals were leaking through spreadsheets