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Author

Alex Sen

Alex Sen

Founder and CEO

Alex Sen is the Founder and CEO of Meridian, the next-gen CRM and deal management platform transforming how private equity firms source and close deals.

With nearly a decade of experience at top firms like Blackstone, Thoma Bravo, and CVC, Alex knows the challenges that hold dealmakers back.

He’s seen how outdated, clunky CRMs create more problems than they solve - slowing teams down, siloing critical data, and leaving firms scrambling to piece together insights from disconnected tools.

Determined to solve these problems, Alex founded Meridian in 2023.

Meridian gives private equity professionals the edge they need to compete at the highest level: helping them win the best deals, maintain long-term relationships, and make the right investment decisions.

Alex Sen
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Articles by Alex Sen

CRM Adoption and Migration for Investment Firms: A Practical Guide for Deal Teams
Buyer's Guides

CRM Adoption and Migration for Investment Firms: A Practical Guide for Deal Teams

Why CRM adoption fails at investment firms, how to migrate without losing momentum, and the metrics that tell you if it worked.

Best deal sourcing software for investment teams in 2026
Deal Sourcing

Best deal sourcing software for investment teams in 2026

The 2026 deal sourcing landscape for PE, VC, IB, and corporate development teams: the four tool categories, how sourcing differs by segment, and a six-point framework for evaluating platforms before you buy.

How to evaluate and choose a private markets CRM in 2026
Private Markets Insights

How to evaluate and choose a private markets CRM in 2026

Why most investment firm CRM rollouts fail, and the five criteria plus 90-day process that predict which platforms actually get used.

Best CRM and deal management software for investment banking teams in 2026
Deal Sourcing

Best CRM and deal management software for investment banking teams in 2026

The top investment banking CRM and deal management platforms for 2026, compared on automated capture, mandate management, and time to adoption.

Best M&A and Corporate Development Deal Management Software for 2026
Deal Sourcing

Best M&A and Corporate Development Deal Management Software for 2026

Compare purpose-built M&A deal management platforms for 2026 and find the right fit for your corporate development team.

The System of Record Is the Only AI Strategy That Survives the Next Two Years
AI in Private Markets

The System of Record Is the Only AI Strategy That Survives the Next Two Years

AI doesn't fix a messy CRM, it exposes a firm's data problem.