Use Cases
Resources
Powerful features for private equity teams
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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A CRM that understands private equity
Built alongside the world’s leading private equity firms.
Automatic data enrichment
Meridian bundles deep, verified data on millions of companies and executives directly into your CRM—no third-party subscriptions required. With continuously updated market intelligence and automatic contact enrichment, your firm operates on cleaner, more actionable data.
Thematic sourcing and market mapping
Use Meridian to build market maps, create proprietary sourcing funnels, and get in front of the right deals—ahead of auctions. Identify investment themes, comprehensively map markets, and ensure you’re sourcing deals that align perfectly with your firm’s strategy and focus areas.
Banker and advisor tracking
Stop guessing which bankers bring value. Meridian tracks every intermediary interaction automatically, giving you clear insight into who delivers the best deals, so your sourcing stays strategic and efficient.
One-click activity sync
No more manual CRM updates. Meridian seamlessly pulls emails, meetings, and contacts directly from Outlook, so your deal teams can focus on deals.
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Investment committee and pipeline review
Meridian streamlines your IC and pipeline review meetings. Centralize discussions, track decisions clearly, and make confident investment choices backed by real-time, structured data.
Fundraising and investor relations module
Manage fundraising processes and LP relationships seamlessly with Meridian. Track every interaction, capital commitment, and investor update—all in one intuitive platform.
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AI-driven deal efficiency
Our Artificial Intelligence features are deeply integrated throughout the Meridian system.
Migration done for you
Our swift and powerful migration process unlocks your data’s full potential in ways you didn't know were possible.
Implement in weeks, not months
We handle the entire migration process, mapping fields and importing historical data, and ensuring your new CRM matches your investment processes, pipeline tracking, and IC review workflows.
Data cleansing and enrichment
We don't just migrate your data—we cleanse it and enrich it. This means that, when you start with Meridian, you don't just start with a better CRM; you start from an entirely better data foundation.
Training for your team
We offer dedicated CRM training and support for your team, massively increasing firm-wide adoption and satisfaction.
Seamless integrations
Maintain an accurate and streamlined deal log with Meridian’s deep integrations and automation.
Storage & File Sharing
Effortless file management using the apps your deal team already trusts.
Microsoft Outlook
One-click integration with Outlook emails and calendar events, allowing you to auto-tag contacts, emails, meetings, and documents to the correct deals.
coming soon
Google Workspace
Seamless integration with Gmail and Google Calendar for better collaboration.
Best-in-class enterprise security
Meridian is engineered for complete security and compliance, meeting the strictest industry standards.
