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Meridian raises $7M seed round led by 645 Ventures.
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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He’s seen how outdated, clunky CRMs create more problems than they solve - slowing teams down, siloing critical data, and leaving firms scrambling to piece together insights from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.



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

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.

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

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