The AI-powered CRM and system of record for private markets
Meridian centralizes your deal history, enriches your data, and gives you the open infrastructure to power AI across your entire firm — so you source more deals, faster.
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Source more deals with Meridian
Intelligence vertically integrated across every feature, and open to every other AI tool you use.
Meridian is the portable system of record that makes AI work for private markets
Today your deal context in Meridian powers Scout AI. Tomorrow it connects to whatever AI comes next: Claude, ChatGPT, or an LLM model that hasn’t even been built yet. Your data always travels with you.
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AI-Powered Sourcing & Predictive Insights
Identify high-potential deals fast with Scout AI right inside your Meridian workspace.
Automated Deal Tracking
Track pipeline metrics, meetings, and outreach across your entire CRM so you never miss a follow-up or key update.
Your Data Works Wherever You Work
Meridian connects to Claude, ChatGPT, and your other AI tools via MCP, APIs, and webhooks, so your deal context follows you.
scout AI
The AI agent built for private equity
Scout is more than a chatbot. It is the intelligence engine powering your entire deal workflow.
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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.
leading adoption rates
A CRM your deal team will actually use
While legacy CRMs rely on manual updates, Meridian automates workflows for effortless firm-wide adoption.
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, refreshing your CRM constantly.
Open Garden: Full API access, webhook automation, and MCP support mean Meridian always fits your tech stack.
Your data layer, fully loaded
Public & private data, fully integrated
We bundle 26 million company records and a deep, accurate contact database directly into your CRM.
Waterfall Data Enrichment: Meridian layers your existing data providers, our proprietary dataset, and 26 million company records, so you have granular control over your data enrichment.
Live Contact Database: Millions of verified decision makers, refreshed continuously.
Cut Third-Party Data Spend: Consolidate Pitchbook, Grata, and SourceScrub subscriptions, or replace them entirely with Meridian's built-in dataset. You have total control of your data costs with Meridian.
White-glove implementation
Launch with enhanced data in weeks
Meridian cleanses and enriches your data, so your firm starts with structured, AI-ready deal data from day one.
Direct CRM Import: We pull in structured data via API—no manual lift.
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 you’re missing deal opportunities.
Meridian is the trusted system of record for your entire deal team, with customized workflows, enriched data, and the open architecture to power every AI tool your firm adopts.
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
Easily connect your Meridian data with other tools for seamless integration and automation
Powerful AI agent, Scout
Banker and advisor tracking
Fundraising and investor relations module
Automated tear sheet creation
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Bring your own data providers (if you choose)
Plug in your preferred data sources, and let Meridian fill the gaps with our proprietary dataset. You get comprehensive coverage without duplicate spend.
Best-in-class enterprise security
Featured resources
Maximizing data enrichment for private credit firms
A comprehensive private credit data stack now runs well into six figures a year, and most firms still have stale records. The fix isn't another vendor, it's a different architecture. Here's the framework.
The State of the Stack: Software in Private Markets Is About to Get a Lot More Connected
Every piece of software your firm buys in the next 18 months will either support MCP or it won't. The architecture question isn't on most procurement checklists yet. Here's why it should be.
Best VC Deal Tracking and Portfolio Management Tools for 2026
Manual data entry is the biggest reason VC teams abandon their CRMs. Within months, the data goes stale and the system becomes an incomplete record that nobody fully trusts. The platforms built for 2026 fix that at the architecture layer, not the UI.