Meridian raises $7M seed round led by 645 Ventures.
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assets under client management
seed funding raised from world-renowned VCs
investment professionals using Meridian to power deals
Meridian was built to solve a problem private markets investors knows too well: outdated, inefficient software that slows down dealmaking. After years of seeing top firms struggle with clunky CRMs and disconnected workflows, we set out to build something better.
Meridian unifies data, automation, and AI-powered insights to help investors source smarter, move faster, and make more data-driven decisions. Our goal is simple: to redefine how private markets manage deal flow in the modern era.

Alex Sen is the Founder and CEO of Meridian, the next-gen CRM and deal management platform transforming how private equity firms source and close deals.
With nearly a decade of experience at top firms like Blackstone, Thoma Bravo, and CVC, Alex knows the challenges that hold dealmakers back.He’s seen how outdated, clunky CRMs create more problems than they solve - slowing teams down, siloing critical data, and leaving firms scrambling to piece together insights from disconnected tools.
Determined to solve these problems, Alex founded Meridian in 2023. Meridian gives private equity professionals the edge they need to compete at the highest level: helping them win the best deals, maintain long-term relationships, and make the right investment decisions.



Alex Zagoro is the Chief Technology Officer at Meridian AI, where he has led the company’s technical vision and engineering organization since day one. With 15 years of experience building software and running high-performing engineering teams, Alex specializes in taking companies from the earliest stages to fully launched products. He has held lead and platform engineering roles across multiple startups, guiding architecture, backend systems, and AI-driven product development.
At Meridian, Alex built a 25-person, fully in-house engineering team sourced directly from his network. He oversees architecture, infrastructure, and AI strategy for the company’s next-generation PE CRM, now used by firms managing over $200B in assets. After ten years in New York, Alex now lives in Colorado, where he spends his time speedflying, mountaineering, and supporting nonprofit initiatives.


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Alex joined Meridian as Head of Product in August 2025. Prior to Meridian, he spent six years developing private markets technology solutions at Juniper Square, building and scaling fund management and reporting products for investment managers and limited partners across private equity, venture capital, and real estate.
Alex previously held product roles at CarGurus, where he supported scaling the company's offerings in international markets, and Squadz, where he focused on early partnerships and product strategy. Alex began his career in M&A advisory with Stifel Financial, guiding private equity-backed companies through sale processes.
Alex received a BA in Economics from Johns Hopkins University and an MBA from the Tuck School of Business at Dartmouth. He lives in his hometown of Cleveland, Ohio with his wife and young daughter and enjoys playing hoops, kayaking, and reading.
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Alek Klincewicz is a graduate of Loyola University Maryland, where he earned a degree in Global Studies and competed as a member of the university’s NCAA Division I lacrosse program, contributing to a national championship in 2012. Over the past decade, he has built a professional career in middle-market private equity as well as in data systems within strategic digital marketing environments.
Prior to joining Meridian, he served at Graham Partners in a Business Development and Deal Origination capacity. In this role, he was responsible for managing relationships with a broad network of investment bankers and proprietary target companies, while also leading initiatives to streamline, enhance, and scale the firm’s internal data infrastructure and reporting capabilities.
A native of Philadelphia, Alek resides in Center City with his wife. Outside of his professional life, he maintains an active interest in sports, cooking, and exploring rabbit holes on Wikipedia. He is also active in the community, having previously served on the boards of several Philadelphia-focused nonprofit organizations.


David is the Accounts Director at Meridian AI, where he leads all things business development, and is responsible for sourcing new opportunities, managing relationships with clients, and building out strategic processes to support continued growth and product expansion. Prior to joining Meridian, David spent over a decade as a Private Equity sales professional with PitchBook, Third Bridge, and Earnest Analytics, developing a keen understanding of industry workflows and helping clients navigate complex data ecosystems.
A private pilot with an intense passion for aviation, David is also a lifelong fan of the New York Mets, and enjoys flying up and down the East Coast with his wife and daughter, stopping in at new ballparks along the way. David graduated from Elon University in North Carolina, where he earned a B.A. in history.

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After more than a decade as a writer and project manager spanning jobs with the federal government, television news, and digital media, Jane pivoted into strategy and operations roles. Prior to joining Meridian, she spent several years serving as Chief of Staff to the Global and North American CEOs of Kepler, a digital media agency, and the Global CEO of Harri, an HR SaaS platform.
Jane lives in Harlem most of the time, but loves Meridian’s remote culture to be able to explore new places the rest of the time. If she didn’t love her work in Operations so much, she would definitely be working one of her dream jobs – contestant on the Great British Bakeoff or Editor in Chief of the Trader Joe’s Fearless Flyer.
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