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

https://instaquoteapp.com/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