When "Automatic" CRMs Break Private Equity Operations: Practical Lessons for $100M–$5B Firms

https://www.cast-bookmarks.win/how-we-built-an-investor-portal-that-actually-automates-quarterly-lp-reporting-the-8-month-scrape

Why this list matters: stop buying automation and start fixing outcomes Many managing directors, partners, and COOs at mid-market private equity firms have sat through demos that promise "automatic activity capture," "one-click portfolio