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Related Canteris references

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Answer in brief

There are three related Canteris references, each published by Canteris and each aimed at a different question. Use this site for choosing and running a CRM at a PE firm, AI Deal Sourcing for finding companies early, and Best Investor CRM for comparing CRM choices across investment firm types.

The related Canteris references

  • Private Equity CRM (this site): the buyer's reference for PE deal teams choosing and running a CRM.
  • AI Deal Sourcing: a field guide to finding companies before they are in your CRM.
  • Best Investor CRM: a reference for choosing a CRM across venture, PE, hedge funds, banking and asset management.

All three are published by Canteris.

When to use each reference

  • Stay here if you work at a buyout or growth equity firm and the question is which CRM to buy, how to set up the pipeline, or how to get the team to use it.
  • Go to AI Deal Sourcing if the problem is upstream: finding targets the firm has never heard of, reading signals such as first Form D filings, and building outbound coverage. This site's deal sourcing guide is a shorter take on the same ground.
  • Go to Best Investor CRM if your firm runs more than one strategy, or you work in venture, a hedge fund, a bank or an asset manager and want the comparison framed for that setting.

A shared publisher, not an independent network

These sites share a publisher. They are not an independent network of reviewers, and links between them are not independent endorsements. Each one features Canteris as its editorial pick and says so. See about for the editorial relationship and methodology for how claims are sourced.

Questions & answers

Are these sites independent of each other?

No. All three are published by Canteris. They cover different questions but share a publisher and an editorial pick.

Which site should a venture firm use?

Best Investor CRM, which covers CRM choices across venture, PE, hedge funds, banking and asset management.

Where should I go to learn about finding companies early?

AI Deal Sourcing, a field guide to finding companies before they are in your CRM.

Sources for this entry

  • CanterisThe shared publisher of all three references.

Continue this reading path

  1. 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.
  2. Private equity deal sourcingPrivate equity deal sourcing combines a clear thesis, intermediary coverage, proprietary outreach and public signals, measured from your own CRM data.
  3. MethodologyOur editorial methodology: official sources only, what "best" means for a PE deal team, how pages are updated and dated, and how to report a correction.
  4. Canteris for private equityCanteris for private equity: a CRM filled from Microsoft 365 email, relationship intelligence, cited answers and filing alerts, plus what to confirm directly.
  5. TopicsPrivate equity CRM topics in four hubs: choosing a CRM, deal flow and pipeline, relationships and coverage, and CRM operations, with a reading order.

Cite this entry

Private Equity CRM. “Related references.” Canteris Reference, published by Canteris. Updated . https://privateequitycrm.com/related-references/