The most effective CRM for private markets

Meridian combines deep PE industry knowledge with the latest developments in AI to improve relationship and deal management for investors at all levels.

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Instant-sync activity capture

Meridian syncs with your email and calendar and automatically logs activity with your top prospects. All Outlook sync is opt in, ensuring your private communication stays private.

Automatic data enrichment and public markets feed

Your data is constantly enriched from hundreds of third-party data sources, giving you the most complete view of the companies and relationships that matter to your firm.

Intelligent email outreach and follow-ups

Scale your proprietary deal sourcing and personalize every interaction to maximize response rates. With Meridian's follow-up and prompted reminder system, you'll never let another deal fall through the cracks.

AI-enhanced, collaborative notes and document creation

Take note taking to another level using Meridian SmartNotes. Your notes will always be perfectly formatted with a clear set of takeaways, ready to share with your team.

One-click deal benchmarking and valuation comps

Comp your deals with one click, leveraging both your proprietary private deal data and Meridian's real-time access to public markets data.

Implement in days and access from any device

Meridian was built to be implemented in days, not months. It's configurable and purpose-built for private equity. Meridian has been optimized for use on phones and iPads.

Why it’s powerful

Purpose-built for private markets deal teams

Adopt best practices from leading investment firms and centralize critical deal workflows that run on information buried in documents and emails.

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Al-native workflows

Understand decision-making trends at your firm without compiling data buried in old documents and running complex analysis– simply ask your AI assistant.

Single-click investment insights

Explore how and why deals move forward or get dropped, and make more informed decisions on where you allocate your resources.

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Implement in days, not months

Configure Meridian to fit your firm’s preferred processes down to every detail, including automatically listing email recipients in order of seniority.

Robust permissioning & multi-fund support

Ensure confidential information is only shared with authorized team members for each deal and eliminate the risk of emailing the wrong person.

Best-in-class enterprise security

Work in confidence knowing that Meridian’s security practices are designed to meet the highest industry standards, including SOC 2 Type II.