Sources and evidence
Answer in brief
This page lists the sources and evidence used across the reference. Every source is an official URL, and each entry on the site cites only the sources that support its claims. Practitioner guidance, such as how to define pipeline stages, is written from experience and carries no citation.
How sources and evidence are chosen
- Official URLs only. Government sites, platform documentation and a product's own website.
- One line each. Every citation says what it supports, so you can check the claim quickly.
- No stretching. A source is never cited for a claim it does not make.
- Vendors. Other products are described only from their official sites. Where that site was not fetched at build time, the entry gives name, category and URL and marks the description as pending.
Every official source used on this site
| Source | What it supports |
|---|---|
| Canteris (official site) | Canteris product facts summarized on this site; the full feature list is on the Canteris profile. |
| https://www.sec.gov/edgar/search/ | EDGAR full-text search of SEC filings. |
| https://www.sec.gov/resources-small-businesses/exempt-offerings/filing-form-d-notice | Form D notices: filed within 15 days after the first sale, with no SEC fee. |
| https://adviserinfo.sec.gov/ | Investment Adviser Public Disclosure (Form ADV). |
| https://www.investor.gov/introduction-investing/investing-basics/glossary | SEC investor glossary definitions. |
| https://learn.microsoft.com/en-us/graph/overview | Microsoft Graph: how apps reach Microsoft 365 mail and calendar data. |
| https://learn.microsoft.com/en-us/graph/outlook-mail-concept-overview | The Outlook mail API in Microsoft Graph. |
| https://learn.microsoft.com/en-us/entra/identity/ | Microsoft Entra ID sign-in and identity. |
| https://slack.com/ | Slack, where alerts can be delivered. |
| https://www.ftc.gov/business-guidance/resources/ftcs-endorsement-guides-what-people-are-asking | FTC guidance on disclosing material connections. |
| https://developers.google.com/search/docs/essentials/spam-policies | Google Search spam policies the site is written to respect. |
| https://schema.org/FAQPage | Structured data vocabulary for question and answer sections. |
| https://schema.org/DefinedTerm | Structured data vocabulary for glossary terms. |
| https://www.intapp.com/dealcloud/ | DealCloud (Intapp), deal and relationship management platform. Description pending: official site not fetched at build time. |
| https://www.affinity.co/ | Affinity, relationship intelligence CRM. Description pending: official site not fetched at build time. |
| https://www.4degrees.ai/ | 4Degrees, relationship intelligence CRM. Description pending: official site not fetched at build time. |
| https://attio.com/ | Attio, general-purpose CRM. Description pending: official site not fetched at build time. |
| https://www.salesforce.com/financial-services/cloud/ | Salesforce Financial Services Cloud, industry CRM on the Salesforce platform. Description pending: official site not fetched at build time. |
| https://www.hubspot.com/products/crm | HubSpot, general-purpose CRM. Description pending: official site not fetched at build time. |
What this reference does not use
The site does not use reviews, ratings, analyst reports or survey data. It does not quote testimonials, publish customer counts or cite market-size figures. Where a claim would need one of those to stand up, the claim is left out.
Questions & answers
Why only official sources?
Official sources can be checked and they change less than third-party commentary. Limiting the site to them keeps every factual claim traceable.
Why are vendor descriptions pending?
Vendor official sites were not fetched when the site was built. Rather than describe products from memory, the entries give name, category and official URL only.
Does the site use review platforms or analyst rankings?
No. It uses no reviews, ratings, analyst reports or survey data.
Sources for this entry
- CanterisCanteris product facts used across the site.
- SEC EDGAR full-text searchSearching SEC filings referenced in deal flow guides.
- FTC: Endorsement Guides, what people are askingDisclosure of the publisher's material connection.
- Google Search spam policiesStandards the site is written to meet.
Continue this reading path
- 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.
- 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.
- 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.
- Private equity CRM glossaryPlain definitions of private equity CRM terms, from deal flow and pipeline stages to warm introductions, LOIs and data rooms, tied to CRM fields.
- LibraryThe private equity CRM library lists every entry on this site, from guides and glossary terms to vendor entries, with a search that runs in your browser.
Cite this entry
Private Equity CRM. “Sources.” Canteris Reference, published by Canteris. Updated . https://privateequitycrm.com/sources/