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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Source more deals with Meridian
Intelligence vertically integrated across every feature.
Scattered data? Meridian’s AI connects the dots.
AI-Powered Sourcing: Identify high-potential deals fast.
Predictive Insights: Spot patterns based on past investments.
Automated Deal Tracking: Never miss a follow-up or key update.
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scout AI
The AI agent built for private equity
Scout is more than a chatbot. It is the intelligence engine powering your entire deal workflow.
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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.
leading adoption rates
A CRM your deal team will actually use
While legacy CRMs rely on manual updates, Meridian automates workflows for effortless firm-wide adoption.
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.
Built-In Intelligence
Public & private data, fully integrated
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.
White-glove implementation
Launch with enhanced data in weeks
Meridian cleanses and enriches your data, so your firm starts with structured, AI-ready deal data from day one.
Direct CRM Import: We pull in structured data via API—no manual lift.
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 days and access from any device
Best-in-class enterprise security
Featured resources
Why This May Be the Biggest M&A Year in History
Recent increased M&A volume isn't just pent-up deal flow. AI, public market pressure, and shifting capital allocation are driving a structural change in why companies acquire and which firms win.
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