Changelog

Multiple active deals on a company

One company, many deals, no problem. Meridian now supports up to 20 active deals on a single company record, so teams can track parallel opportunities without orphaning deals or disrupting company-level views, automations, and reports.

Even more advanced filtering

The new advanced filter menu on Deal Pipeline, Companies, People, and Reports tables lets you stack up to 20 filter rules joined by AND/OR logic. Choose any attribute including hidden columns, and apply operators tailored to each field type for precise, multi-condition queries across your entire dataset.

New webhook system

Meridian's new webhook system pushes real-time notifications to your connected tools the moment a Company or People record is created, updated, or deleted. Your wider workflow stack stays in lockstep with Meridian without polling or manual syncing.

May Enhancements & Usability Improvements

1. "Days in Stage" is now available as a filterable, exportable column on Company tables, covering both pipeline and deal stages so you can track how long a prospect has been in a stage without needing an active deal.
2. Pipeline stage can now be edited inline on Company tables.
3. A Sourced Deals tab has been added to People records with the Banker role.
4. Login and Sourcing module loading speeds have been improved.
5. Explanatory text and tooltips have been added to the Meetings module to clarify privacy settings and visibility controls.

Copy and paste tables from Scout

Scout's deal data insights can now be copied and pasted directly into Word, Excel, Google Docs, and Google Sheets with formatting intact. Whether you're preparing for an IC meeting or sharing pipeline visibility across the team, getting Scout's output into the tools you already use is now seamless.

Interaction Segmentation

Tracking relationship status across your coverage universe just got more granular. People and Companies tables now include three new date columns (Last Meeting, Last Outbound Email, and Last Inbound Email), giving you a clear, at-a-glance view of recent communication. Combine with multi-column sorting to surface the contacts that need attention fastest.

Suggested Reports

One-click report templates are now available in the Reporting module: Pipeline Overview, Live Deal Activity Tracker, High-Priority Targets, and Staffing & Activity. Each template comes pre-configured with views, filters, columns, and ordering, but remains fully customizable after creation so your team can tailor it to exactly what you need.

Multiple Column Sorting

Meridian now supports sorting by up to 10 columns simultaneously, giving deal teams more precise control over how they view and prioritize data. Use the new Sort button or click any column header to add sort rules, toggle between ascending and descending order, and reorder rules via drag-and-drop.

April Enhancements & Usability Improvements

A collection of targeted updates across the platform in this release:

1. Email threads collapsed into one row (with email count badge) in interactions tables
2. Global database company lookup available from Add-Ons tab on Company detail page
3. Sourced Deals tab on Investment Banks sorts by Date Added
4. Thematic Sourcing filter added for Activity view within Reports module
5. Interaction participants data can now be viewed via separate Internal and External participant columns in interactions tables
6. Default set of attribute columns added by object type for newly created views
7. Default Person roles are now configurable by Company category
8. New Free Text view type available within Reports module, so users can add additional context to accompany reports

Auto-Tagging and Notes Across Deals and Companies

Interactions and notes tagged to an active deal are now automatically reflected on the related company record, and vice versa. Whether you log a meeting, sync an email, or create a note, it shows up in both places so your full picture of a relationship is always complete.