CRM built for private market investors

Meridian centralizes your deal history and leverages AI to enrich your data and streamline workflows, resulting in firm-wide adoption and more proprietary deals.

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Trusted by leading private  markets investors

$200B+

assets under client management

3,000+

investment professionals

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 deal sourcing, predictive insights, and automation give you the edge to find and win better investments.

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.

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leading adoption rates

A CRM your deal team will actually use

Legacy CRMs require constant manual updates—so no one logs in. Meridian syncs with Outlook, logs activities automatically, and keeps your firm up-to-date with real-time market intelligence.

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, keeping your CRM fresh easily.

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. Your public and private data combine seamlessly, giving you a living, automated source of truth.

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.

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Painless Migration

Seamless migration, better data

Firms used to be handcuffed to their CRM. Switching felt painful. 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.