Author

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He’s seen how outdated, clunky CRMs create more problems than they solve - slowing teams down, siloing critical data, and leaving firms scrambling to piece together insights from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

Articles by Alex Sen

Private Markets Insights

Automating Tear Sheets, Investment Memos, and IC Reporting in Private Markets

Formatting documents still eats associate weekends. AI can now do it in minutes. Here's which tools handle each of the four core deal team documents — and why CRM-connected reporting wins long-term.

Buyer's Guides

The Buyer's Guide to LP Relations and Fundraising Software for Private Equity and Venture Capital

Fundraising data doesn't fit a deal CRM, and Excel trackers aren't a system of record. A buyer's guide to LP relations and fundraising software for PE and VC firms.

Operations

Private Equity vs Investment Banking: Why a Purpose-Built CRM Matters

PE is built around the ownership timeline. IB is built around relationships, mandates, and live processes. Get the wrong unit of work in your CRM, and reporting, attribution, and pipeline visibility all break.

Operations

PE vs VC: Sourcing, Fundraising, and Ops Explained

PE and VC look similar on paper. The sourcing mechanics, fundraising workflows, and reporting obligations are not. Here's where the operating models actually diverge — and what it costs when your CRM doesn't reflect that.

Private Markets Insights

CRM Data Enrichment for Private Markets

A guide to CRM data enrichment for PE, VC, and private credit teams — covering enrichment architecture, waterfall logic, platform comparisons, and evaluation criteria.

AI in Private Markets

How AI Agents Are Transforming PE Deal Team Operations in 2026

86% of PE leaders now use GenAI in M&A, but most firms can't tell bolt-on AI from AI-native architecture. Here are the seven deal team workflows where the difference actually compounds.