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.
Spend more of your time winning deals
Meridian handles the research, CRM updates, and routine follow-ups that fill your day, freeing you to build relationships, exercise judgment, and move the right deals forward.
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.
See how one PE firm runs faster deal workflows in Claude with the Meridian MCP.
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.
Our dedicated AI-powered tear sheet creation tool
Turn CIMs into scored, firm-branded tear sheets in minutes. Works on its own or with Meridian CRM. Start a 10-day free trial today.
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.
Smart Outlook & Gmail sync
Outlook & Gmail sync
Automatically capture relevant conversations and filter out the noise. Meridian tags emails and meetings to the right contacts so your relationship context stays current without manual CRM updates.
Seamless MCP & API integrations
MCP & API integrations
Connect your deal data to the tools and systems you already use through MCP, APIs, and webhooks. Deal context meets you wherever decisions happen, keeping you in the flow and reducing duplicate work.
Investment theme tracking for every team
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.
From CIM to tear sheet in minutes
Meridian Frame drives smarter investment decisions through AI-powered tear sheet creation and custom deal scoring. Start a 10-day free trial today.
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 from DealCloud or Salesforce? No problem. We can do this quickly and effectively without data loss.
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
