Meridian AI

Meridian is an AI-powered CRM and deal management platform built specifically for private equity and other private markets investors. It centralizes deal history, automates data entry, and uses AI to enrich information so firms can source better opportunities, keep their pipeline up to date, and make more data-driven investment decisions.

Key Features

• AI-powered sourcing to identify high-potential companies quickly and build proprietary deal funnels aligned with your investment themes.
• Automated data enrichment that cleanses records, removes duplicates, fills missing fields, and bundles market and contact data directly into your CRM.
• Seamless email and calendar sync so Outlook (and other integrations) automatically log meetings, emails, and contacts without manual updates.
• Embedded AI agent (Scout) that benchmarks deals, surfaces insights from documents and past activity, and powers workflows like sourcing, reporting, and note generation.

​Use Cases

• Private equity firms replacing legacy CRMs to manage end-to-end deal flow, from sourcing through IC review and portfolio handoff.
• Deal teams that want to automatically extract metrics from CIMs, memos, and emails to build benchmark sets and compare new deals against historical ones.
• Investors who need always-fresh market and contact data to map sectors, track intermediaries, and prioritize the best proprietary opportunities.