Portfolio Monitoring vs Deal Sourcing CRM: Keep Them Together or Split Them?

https://www.fingerlakes1.com/2026/01/26/10-best-private-equity-crm-solutions-for-2026/

You're running a fund or managing a portfolio and you keep getting the same sales pitch: one CRM to rule them all. Vendors promise tidy workflows, a single truth, and instant insights. Reality is different