CRM & System of Record
Meridian is the AI-native CRM and system of record for private markets firms. Centralize your deal history, track signals through massive datasets, and get the open infrastructure to power AI across your entire firm.
“Meridian is a chainsaw to Salesforce’s butter knife. It’s not even the same category.”
With Meridian's AI agents, your CRM works for you
AI is integrated across every feature, and you can access your Meridian data from any other AI you use. Your AI tool will always have the complete and current context it needs to help you source more deals.
The highest-value work is human.
The highest-volume work is agentic.
Connect the latest models from Claude, ChatGPT, or the next LLM that hasn’t even been built yet. Meridian makes AI native to your CRM workflow, so the uniquely human work is now your only job.
AI vertically integrated across every feature
AI is integrated across every Meridian feature, and you can access your Meridian data from any other AI you use. With Meridian’s AI agents, your CRM works for you.
MCP, API, and webhooks automate your workflow
Your deal context follows you across your tech stack, eliminating manual work at every step. Access your Meridian data through any MCP-enabled AI tool.
Built-in data and support for external data
Meridian comes with a global database of 26M+ companies at no extra charge. But you can always connect the third-party data you want to keep, like Pitchbook and Grata.
“Claude is so much better now that I have Meridian.”
Auto-capture notes from meetings, generate pipeline reports, pull data from CIMs without manual entry, and query deal history in natural language.
An AI agent can work 24/7, monitor thousands of companies simultaneously, and surface only the signals you care about.
Built by private markets investors, for your firm’s actual workflow
Meridian works how you work because our founding team has been where you are. Every facet of your Meridian workspace was customized to private markets investment workflows, and it shows.
Meridian features
Automated data enrichment
Data enrichment
Meridian automatically extracts insights from CIMs, the web, and your inbox to build dynamic, living company profiles. And with Meridian’s waterfall approach to data enrichment, you have granular control over where company profile data comes from.
Built-in dataset
Consolidate or replace third-party data subscriptions with Meridian's built-in dataset. Your Meridian workspace comes pre-loaded with a global database of 26M+ companies, refreshed in real time from filings, registries, hiring data, and news.
Customized, intelligent workflows
Intelligent workflows
Your workflows and data are configured how you need, with Scout AI powering it all. Customize views and stages in the intuitive Meridian interface. You decide what emails, calendar events, and notes flow to Meridian, and how private they are.
Seamless integrations
Centralize communication, intelligence, and operational workflows. Meridian integrates with all the tools and systems you’re already using, including Outlook and Google Workspace. Connect easily with other platforms using MCP, API, and webhooks.
Investment theme tracking
Deal sourcing and fundraising are two distinct sides of the same private markets coin, with unique stages and workflows. With Meridian’s investment theme tracking capabilities, both teams use the same CRM with no compromises.
Instant report generation
Get custom data views without BI tools, and beautiful one-click reports without spending time in Excel. Meridian generates polished briefs, real-time LP summaries, commitment maps, and fundraising progress reports.
Launch with enhanced data in weeks
Your dedicated Meridian implementation team cleanses and enriches your data as they help you migrate from your existing system. Your firm starts with structured, AI-ready deal data from day one.
Direct CRM Import
No manual lift. We pull in your structured data via API.
Data Enrichment
Scout AI removes duplicates and fills in missing details.
Customizable Setup
Your workflows and data are configured exactly how you need.
Migrating to Meridian has a compounding effect on deal flow. Start today, and in a year your deal flow will be improved 25% over competitors who haven’t switched to Meridian. That’s 25% compounding yearly. You do the math.
Transparent, all-in pricing. No AI add-on package required.
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Best-in-class
enterprise security
Application security
AI governance
Access controls
Data encryption
Penetration tested
Continuous monitoring
