The last group of surfaces is the least glamorous and the most compounding. Diligence, CRM, documents, notes and watchlists exist so the work a firm does survives the person who did it.
Due diligence as workstreams
Due Diligence holds the workstreams and the documents for a live evaluation. The point of running it here rather than in a shared drive is that it is attached to the entity: the diligence on a manager sits on that manager, so the next fund they raise opens with the last one's file already there.
CRM built on real entities
The CRM tracks relationships and interactions against institutions and people that already exist in the platform. That sounds like a technicality and is not. A contact record typed by hand goes stale silently; a relationship attached to a live entity inherits every update that entity gets.
Notes, watchlists and the habit that matters
Watchlist follows entities you care about. Notes keeps the thinking attached to what it was about. The discipline worth building is writing the judgement down at the moment you make it, including the reasons you passed. A firm that can answer "why did we say no to this manager in 2024" has an advantage over one that cannot, and it is an advantage that costs nothing but the habit.
Documents and add-ins
Documents holds the files. Add-ins extend the desk into the tools the work already happens in, which is the pragmatic acknowledgement that no platform wins by demanding the analyst abandon their spreadsheet.