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Meridian: the DealCloud alternative, purpose-built for private markets

Private equity, M&A, and venture teams are leaving DealCloud’s slow implementation cycles and admin-heavy workflows for Meridian, an AI-native CRM built to launch in weeks, drive adoption, and accelerate every stage of deal execution.

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Comparison graphic showing Meridian with features: fast data migration, seamless integrations, AI-driven deal efficiency; versus INTAPP DealCloud with issues: zero AI-readiness, clunky UX, scattered data.

Who’s moving away from DealCloud right now

Firms navigating the shift to Intapp Celeste
With Intapp Celeste introducing another transition, many DealCloud customers are re-evaluating whether to invest further in legacy infrastructure — or move to a more modern platform.
Teams frustrated by admin overhead
DealCloud users often look for a CRM that’s easier to use, simpler to maintain, and far less reliant on manual reporting and internal upkeep.
Investors ready for better data and AI
Instead of carrying fragmented data forward, firms are choosing Meridian for enriched data, built-in benchmarking, and AI workflows that accelerate deal execution.
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Meridian vs DealCloud: a feature-by-feature comparison

Compare the two platforms and see how Meridian outperforms DealCloud where modern investment teams need it most.
Meridian logo
DealCloud
User Interface
Fast, flexible and modern
Clunky, slow and outdated
AI Features
AI sourcing and IC insights
Chatbot with limited context
Data Enrichment
Built-in data sources
Requires external subscriptions
Reporting Features
Built-in, Excel-like dashboards
Users need to export to Excel
Email & Calendar Integration
Auto-sync with Outlook and Gmail
Manual tagging required
IC Workflows
Comp tables + decision history
Not available
Feature Updates
Monthly feature releases
Minimal yearly updates
Migration + Setup Time
Weeks
Months

Why private markets firms choose Meridian over DealCloud

From implementation speed to firm-wide adoption, Meridian solves the biggest frustrations investment teams face with DealCloud.

Built for private market workflows

Power your entire deal flow from a single platform. Meridian brings value across the team with customized workflows.

User interface showing a people directory with advisors listed by name and company. A popup highlights Sarah Martinez, an investment banker at Goldman Sachs, with her email and recent interaction with Jane Williamson.

Vertical AI at every step

Get answers instantly for IC-ready insights, surface new opportunities, and extract data from CIMs with a click.

Table comparing payment deals with columns for Deal Title, Check Size, and Valuation, under a header that invites comparison of Starlight Solutions' metrics with other deals.

Connect the dots between data

Never miss an opportunity. Extract insights from your data, identify high-potential deals fast, and automate deal tracking.

Interface showing company update for GIC with message about approved PE allocation increase to 15%, company names listed including GIC, Vanguard Institutional Investors, State Street Global Advisors, and Starlight Solutions, alongside pipeline stages labeled Fund 1, Fund 3, Final, Pursuing, and Close with colored status indicators.

Thematic sourcing and market maps

Quickly identify investment themes, map markets, and source deals that align perfectly with your firm’s strategy.

Coverage map showing healthcare categories and companies positioned on a graph with axes labeled 'Prioritized' and 'Stage'.

Powerful, secure integrations

Meridian seamlessly integrates with your email, calendar, and file storage app, with best-in-class enterprise security built in.

Mobile screen showing Investment Committee meeting scheduled for Monday, June 19 at 9:30 AM with options to join meeting, view agenda, and details of Starlight Solutions Buyout 2024 deal with status tags.

Built-in intelligence and reporting

With Meridian, you get a global database of 26M+ companies, plus flexible, Excel-like reporting right out of the box.

Dashboard showing Active Deals list with deal names, stages, and attachments above a bar chart displaying deal counts from February to June.
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Meridian’s AI goes far beyond DealCloud’s basic chatbot layer

Unlike DealCloud, Meridian offers an AI-native architecture that speeds up sourcing and simplifies workflows.
AI-powered data extraction

While DealCloud leaves teams manually entering diligence data, Meridian’s AI agent Scout summarizes CIMs, extracts key metrics, and generates tear sheets automatically, saving hours on every new deal.

Instant deal benchmarking and comps

Meridian benchmarks live opportunities against your historical private deal data and relevant public comps automatically, eliminating the spreadsheet-heavy comp work DealCloud users still handle manually.

Single-click investment insights

Instead of forcing teams to search static CRM entries, Meridian reveals patterns across prior deals, IC outcomes, and relationship activity to guide faster, better-informed decisions.

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Ai backgroundAi background

Switch from DealCloud in weeks and start with richer data

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Implement in weeks

We handle the entire migration process, mapping fields and importing historical data. Your new CRM will match your investment processes, pipeline tracking, and IC review workflows.

Data cleansing and enrichment

We don't just migrate your data to Meridian, we cleanse it and enrich it too. You start with a better CRM and a better data foundation.

Training for your team

We offer dedicated CRM training and support for your team, massively increasing firm-wide adoption and satisfaction.

Best-in-class 
enterprise security

Meridian is engineered for complete security and compliance, meeting the strictest industry standards.

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Frequently Asked Questions

How fast can we migrate from DealCloud to Meridian?

Most firms are fully migrated and live on Meridian within 6–12 weeks, with minimal lift from your internal team.

Will we lose any of our historical data during migration?

No. Meridian imports, cleanses, and enriches your historical deal, contact, and activity data — giving you a stronger data foundation than you had before.

Can Meridian replicate our existing deal workflows?

Yes. Meridian mirrors your investment processes, pipeline stages, IC review workflows, and reporting templates, so your team can adopt it seamlessly.

How is Meridian’s AI different from Intapp DealCloud's AI?

Meridian’s AI is embedded throughout the platform — extracting, enriching, benchmarking, and suggesting deals automatically. DealCloud only offers a basic chatbot with limited context.

What integrations does Meridian support?

Meridian integrates with Outlook, SharePoint, OneDrive, Box, and (soon) Google Workspace — ensuring your emails, meetings, and documents are synced automatically to the right deals.

Is Meridian secure enough for private equity firms?

Yes. Meridian uses enterprise-grade security protocols, including SOC 2 compliance, SSO support, and full data encryption, trusted by leading private capital investors.