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

https://louisdrxt919.image-perth.org/clickup-as-private-equity-crm-terrible-idea-or-practical-short-term-fix

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