When my second fund tried to run deal flow in ClickUp: a lesson in affinity and real PE CRM

https://romeo-wiki.win/index.php/When_Vendor_Demos_Skip_Migration:_How_a_Mid-Market_PE_Firm_Finally_Got_Its_CRM_Right

On a rainy Tuesday in April, I sat in front of a wall of ClickUp boards stacked with color-coded tags, automations, and a custom "deal score" formula I had spent two months refining. It felt good on paper. Tasks moved across columns