When a Warm Introduction Became a Missed Deal: Carter's Story from a Private Equity Desk

https://www.bookmarkpage.win/investment-committee-approvals-how-small-pe-firms-8-12-deals-year-choose-and-configure-the-right-crm

When a Partner Missed a Warm Introduction: Carter's Deal That Slipped Away Carter was closing the books for the quarter when an associate slid a short note across his desk: "Incoming warm intro from an LP — potential co-invest on a software