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Ben Pfeffer is Sales Director at Meridian AI, a vertical CRM platform built for private equity, venture capital, and investment banking teams. He writes about deal software, AI adoption, and operational strategy in private markets.


How to tell that your firm's tech stack has degraded from deliberate to duct-taped, and how to fix it before the friction costs you revenue.
Most private markets firms have decided which AI tools to buy, but not whether they are ready to use them. Here are four questions to ask before scaling AI.

Most private markets firms are optimizing a tech stack that's already being replaced, and mistaking the transition for the destination.

PE firms are standing up internal AI teams. The hiring wave is real — the org design question is where most will get it wrong.
Every piece of software your firm buys in the next 18 months will either support MCP or it won't. The architecture question isn't on most procurement checklists yet. Here's why it should be.