Investment Committee Approvals: How Small PE Firms (8-12 Deals/Year) Choose and Configure the Right CRM

https://remote-wiki.win/index.php/Get_Your_Deal_Team_to_Actually_Use_CRM:_A_Practical,_Numbered_Playbook

That moment when an investment committee asks for final diligence, redlines, and a decision all in the same week changes everything. For private equity teams doing 8-12 deals a year, the right CRM isn't a nice-to-have