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CRM built for private market investors
Meridian centralizes your deal history and leverages AI to enrich your data and streamline workflows, resulting in firm-wide adoption and more proprietary deals.
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The CRM that increases deal flow
A CRM purpose-built for private markets investing. It's powerful and easy to use, no matter your seniority.
AI-Driven Insights
Source more deals with Meridian
Most CRMs just store data—Meridian helps you find better prospects and get in front of them faster.
AI-Powered Sourcing: Identify high-potential deals before competitors.
Predictive Insights: Find opportunities based on past success patterns.
Automated Deal Tracking: Never miss a follow-up or key update.
leading adoption rates
A CRM your deal team will actually use
Legacy CRMs require constant manual updates—so no one logs in.
Seamless Outlook Sync: Emails and meetings log themselves.
Automated Insights: AI extracts info from CIMs, news, and external data.
Always Up-to-Date: Meridian runs 24/7, keeping your CRM fresh easily.
Built-In Intelligence
Public & private data, fully integrated
You’re already paying for external data—Meridian includes it. We bundle 26 million company records and a deep, accurate contact database directly into your CRM.
Built-In Market Data: The same third-party data you already pay for.
Live Contact Database: Millions of verified execs and decision-makers.
One Source of Truth: Private and public data merged, fully automated.
Painless Migration
Seamless migration, better data
Meridian makes migration effortless—and even turns it into an opportunity. We cleanse and enrich your data, so you start with structured, AI-ready deal data from day one.
Instant Data Import: Full migration from your legacy CRM.
Data Enrichment: AI removes duplicates and fills in missing details.
Customizable Setup: Your workflows and data configured how you need.
Don’t let your CRM be the reason why you’re missing deal opportunities.
Meridian brings value across the deal team with customized workflows and data-driven insights for every level of seniority.
Features that deal teams love
Supercharge your team’s decision-making process with Meridian’s powerful workflow solutions and enriched data.
Built-in data enrichment included in our pricing
Seamless integrations and automation
Powerful AI features
Banker and advisor tracking
Fundraising and investor relations module
Implement in days and access from any device
Best-in-class enterprise security
Featured resources
The Future of Private Equity CRMs: How Meridian AI Is Transforming Investment Workflows
Discover how Meridian revolutionizes Private Equity CRMs with intuitive design, AI integration, and unmatched data accuracy.
