Meridian raises $7M seed round led by 645 Ventures.
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AI-powered CRM for private markets
By centralizing deal history and leveraging AI, Meridian enriches data, streamlines workflows, and helps firms win more proprietary deals.
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The CRM that increases deal flow
A CRM purpose-built for private markets investing. It's powerful and easy to use, no matter your seniority.
AI-Driven Insights
Source more deals with Meridian
Most CRMs just store data - Meridian helps you find better prospects and get in front of them faster.
AI-Powered Sourcing: Identify high-potential deals before competitors.
Predictive Insights: Find opportunities based on past success patterns.
Automated Deal Tracking: Never miss a follow-up or key update.
leading adoption rates
A CRM your deal team will actually use
Legacy CRMs require constant manual updates - so no one logs in.
Seamless Outlook Sync: Emails and meetings log themselves.
Automated Insights: AI extracts info from CIMs, news, and external data.
Always Up-to-Date: Meridian runs 24/7, refreshing your CRM constantly.
Scout: the AI agent built for private equity
Meridian has vertically integrated AI across every feature. Scout is more than a chatbot. It is the intelligence engine powering your entire deal workflow.
Explore Scout AI
Market Mapping
Instant market analysis and visualization.
Data Enrichment
Automatic population of company details.
Time-Saving Insights
Contextual updates and meeting prep.
Built-In Intelligence
Public & private data, fully integrated
You’re already paying for external data - Meridian includes it. We bundle 26 million company records and a deep, accurate contact database directly into your CRM.
Built-In Market Data: The same third-party data you already pay for.
Live Contact Database: Millions of verified execs and decision-makers.
One Source of Truth: Private and public data merged, fully automated.
Painless Migration
Seamless migration, better data
Meridian makes migration effortless - and even turns it into an opportunity. We cleanse and enrich your data, so you start with structured, AI-ready deal data from day one.
Instant Data Import: Full migration from your legacy CRM.
Data Enrichment: AI removes duplicates and fills in missing details.
Customizable Setup: Your workflows and data configured how you need.
Don’t let your CRM be the reason you’re missing deal opportunities.
Meridian brings value across the deal team with customized workflows and data-driven insights for every level of seniority.
Features that deal teams love
Supercharge your team’s decision-making process with Meridian’s powerful workflow solutions and enriched data.
Built-in data enrichment included in our pricing
Seamless integrations and automation
Powerful AI agent, Scout
Banker and advisor tracking
Fundraising and investor relations module
Implement in weeks and access from any device
Best-in-class enterprise security
Featured resources
The Hidden Intelligence in Due Diligence: Why Conversations Matter More Than Spreadsheets
Discover why the most valuable private equity due diligence insights come from conversations, not spreadsheets, and how to build systematic conversation intelligence.
