Use Cases
Resources
Where investment decisions get made
AI-powered software for private equity investors to source deals thematically, manage more efficient pipelines, and make better decisions at investment committee.
Trusted by leading private markets investors
$200B+
assets under client management
3,000+
investment professionals
A CRM purpose-built for private markets investing
Instant-sync activity capture
Data enrichment and public markets feed
Intelligent email outreach and follow-ups
Collaborative notes and document creation
Instant deal benchmarking and comps
Implement in days and access from any device
Supercharged with Meridian’s powerful workflow solutions
Instant-sync activity capture
Data enrichment and public markets feed
Intelligent email outreach and follow-ups
Collaborative notes and document creation
Instant deal benchmarking and comps
Implement in days and access from any device
Investment Committee
Run more effective IC meetings through more efficient team collaboration and data-driven deal evaluation tools.
Pipeline Intelligence
Improve pipeline efficiency and maximize your team's bandwidth by making faster, data-driven decisions on which deals to push forward.
Coming soon
Thematic Sourcing
Build your firm’s thematic expertise and get in front of the best investment opportunities before your competitors.
Built from the ground up to leverage AI
Meridian brings value across the deal team with customized workflows and data-driven insights for every level of seniority.
Best-in-class enterprise security
