Meridian AI | Private investing is an art. We focus on the science.

Meridian’s CRM and deal management software is designed for every member of your firm - managing partner to associates.

Meridian cuts out manual tasks, giving your people time for what matters most: value creation and relationship building.

Built to leverage AI from the ground up, providing powerful productivity gains and delightful workflow experiences.

Integrates with your current tools and data providers, allowing your firm to get more out of your existing stack.

AI unlocks the IP you already own. Drive insights and promote information sharing from across your firm and portfolio

Meridian’s software is a competitive differentiator for our customers allowing them to do better deals and grow their firms.

Deal Sourcing & Fundraising

The most advanced CRM for private investors.

Meridian's AI-powered CRM enables firms to source more deals and reach more prospective LPs.

Meridian leverages large datasets to get your firm in front of the best opportunities.

Next-generation deal evaluation and committee discussion tools.

Meridian allows your team to leverage your firm’s learnings across all deal activity and portfolio companies.

Meridian becomes the hub for the investment committee, keeping your investment process transparent and data-driven.

Your firm’s single source of truth on portfolio data.

Meridian eliminates manual data collection from portfolio companies and keeps your entire team informed and up to date.

Meridian brings portfolio valuations into the 21st century. Our software speeds up LP reporting and helps you focus on value creation.

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