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

https://noon-wiki.win/index.php/Digital_Onboarding_Workflows:_How_That_One_Moment_Changed_Altvia_and_What_Teams_Gain_Beyond_Investor_Relations

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