Use Cases
Resources
Thematic Sourcing
Build your firm’s thematic expertise and get in front of the best investment opportunities before your competitors.
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How it works
How it helps
Align on priorities
Ensure your team is focused on the right opportunities with clear, shared sourcing priorities.
Source better deals
Identify and pursue the best opportunities with a focused, expert-driven approach.
Reduce key-man risk
Institutionalize knowledge and centralize industry expertise, keeping the “special sauce” at your firm.
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.
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.
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.
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.
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.
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.
