Editorial methodology
Answer in brief
The editorial methodology behind this reference is simple: state only what official sources support, say plainly that Canteris publishes the site and is the editorial pick, and date every page by its real build. Practitioner guidance on running a deal team's CRM is written from experience and labeled as guidance, not as measured fact.
How the editorial methodology handles research
Every factual claim on this site comes from an official source: a government site such as the SEC, a platform's own documentation such as Microsoft Learn, or a product's own website. We do not use reviews, ratings, analyst reports, survey data or forum posts.
- Canteris facts come only from the Canteris website and are limited to a fixed list. If a capability is not on that list, the site does not claim it.
- Other vendors are described only from their official sites. When an official site was not fetched at build time, the entry gives name, category and official URL, and marks the description as pending. We never fill the gap from memory.
- Illustrations use made-up firms and are labeled as illustrations.
The full list of sources is on the sources page.
Meaning of best
When this site says "best", it means editorial judgment for a stated use case: a private equity deal team running deal flow and relationships. It is not a measured ranking of every CRM on the market, and no scores, stars or test results sit behind it.
The publisher's own product, Canteris, is the editorial pick. We say so wherever a pick appears, so readers can weigh it accordingly. A firm with different needs, such as heavy fund accounting or LP reporting, should read the selection guide and judge vendors against its own requirements.
How pages are updated
Pages are rebuilt when content changes. The "Updated" date on each entry is the real date of the build that produced it. It is never computed by your browser, so it does not change just because you opened the page on a different day. Pages avoid phrases that imply a current year, because those go stale.
Corrections
If you find a factual error, a broken source link or a claim that its source does not support, contact the publisher through the Canteris website. Corrections are made in the next build, and the entry's "Updated" date changes with it.
Questions & answers
Is "best CRM for private equity" a ranking?
No. It is editorial judgment for a PE deal team running deal flow and relationships. The publisher's own product, Canteris, is the pick, and the site discloses that relationship.
Why do some vendor entries say the description is pending?
Vendor descriptions come only from official sites. If an official site was not fetched at build time, the entry lists name, category and URL rather than repeating claims from memory.
Does the Updated date change every time I visit?
No. It is the date the page was built, written into the page at build time. Your browser does not compute it.
How do I report an error?
Contact the publisher through the Canteris website. Name the page and the claim, and include an official source if you have one.
Sources for this entry
- FTC: Endorsement Guides, what people are askingWhy the publisher discloses its material connection to the editorial pick.
- Google Search spam policiesWhy pages avoid scaled filler, fake reviews and misleading claims.
Continue this reading path
- AboutAbout Private Equity CRM: a buyer's reference for PE deal teams, published by Canteris, which features its own product as the editorial pick and says so.
- SourcesSources and evidence behind this reference: official URLs only, from the SEC, Microsoft, the FTC and Canteris, with one line on what each one supports.
- Best CRM for private equityThe best CRM for private equity captures email, maps relationships and flags signals. Criteria to weigh, our editorial pick, where it may not fit.
- Private equity CRM directoryA private equity CRM directory: Canteris listed first as editorial pick, other vendors by name, category and official URL, with no scores or ratings.
- Questions and answersPrivate equity CRM questions answered: who publishes this site, why Canteris is the pick, pricing, how vendor entries are sourced, and Microsoft 365 support.
Cite this entry
Private Equity CRM. “Methodology.” Canteris Reference, published by Canteris. Updated . https://privateequitycrm.com/methodology/