Software that your deal team will actually use

Meridian has been designed to add value across the investment team, with purpose-built workflows for every seniority level.

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Partners & MDs

Improve IC decision-making and institutionalize knowledge across the firm without changing the way you work.

Ensure full coverage of key investment themes so you don’t miss deals

Empower your team to run a more efficient deal pipeline

Prepare for IC effectively and incorporate more data into your deal evaluation

Principals & VPs

Evaluate more opportunities and make faster decisions on which deals to push forward.

Improve resource allocation and focus on the most important deals

Stay up to date on any news concerning your high priority targets and portcos

Manage the pre-IC Q&A process with better structure and collaboration

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Associates

Source more deals, centralize your research, and build your thematic expertise.

Run large outbound sourcing campaigns and never miss a follow-up

Integrate comprehensive data sets into your market mapping and industry research

Take better notes during prospecting, expert network, and diligence calls

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Built from the ground up to leverage AI

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.