Meridian Now Has a Mobile App

Meridian, the AI-native CRM and system of record purpose-built for private markets investment firms, now has a mobile app.

For years, the CRM has been something a deal team logs into, not something they carry. Notes get taken on a phone and retyped later, if at all. A banker calls between meetings, and there is no way to check the deal history before picking up. Away from a desk, the system of record has been pulled up in a mobile browser at best, and more often, it is not open at all.

Meridian's mobile app closes that gap.

What is in the Meridian mobile app

View your CRM records instantly

Deal, Company, Person, Meeting, and Note records are all viewable from the app, so the full context on a company or a contact is available wherever a conversation happens. Users can also add a rich text note or log a meeting directly from the app, so a conversation gets captured the moment it happens instead of waiting for a return to a desk.

Search across your entire Meridian workspace

The most significant feature in this release is Global Search. One search bar retrieves every company, contact, and deal in the firm's Meridian workspace, so a name that comes up mid-conversation can be looked up in seconds instead of promised as a follow-up.

Complete important actions in one click

The beautifully designed home screen puts primary CRM actions front and center, so the most common tasks are one tap away instead of buried in a menu. And Scout AI is coming to the home screen in a near-term update, extending your most useful AI agent to your mobile device.

Surface relevant emails

Your synced emails are viewable in the app the way they read in an inbox: sender, recipient, subject, body, and full thread. (File attachments will be supported with the next release.)

Call directly from the Meridian app

Tap to call phone numbers directly from a contact record, so you don’t have to copy and paste the number into your phone app. 

Log in with your existing credentials

Your IT team will love that there are no new credentials to manage. Your login is available via email/one-time passcode or through your firm's existing SSO.

Built for investors who live outside the office

The Meridian mobile app is built for modern deal teams who build relationships and gain insight on the move.

Partners spend a disproportionate share of their week away from a desk: at LP meetings, on portfolio company boards, at conferences, and in transit between all three. With the mobile app, you can pull up a company's full deal history before walking into a dinner, add a note in the car immediately after a management meeting while the details are still sharp, and call a banker straight from that banker's Meridian record instead of hunting for the number in a separate app. When a conversation at a conference turns to a company the firm has looked at before, Global Search answers questions on the spot instead of turning into a follow-up email that arrives a week later.

The Meridian mobile app is also fast enough for the pace associates already keep. As you move between calls, site visits, and diligence sessions with little downtime in between, the mobile app lets you capture important details on the spot. Log a meeting the moment it ends rather than reconstructing it from memory that evening, search a company by name mid-call instead of stalling the conversation, and read the email thread tied to a deal without opening a laptop.

The Meridian mobile app is available now

If your deal team is doing its best work outside the office, it is time to put Meridian in your pocket. If you're not already a Meridian customer, book a 15-minute demo to see it for yourself.

If you are already a Meridian user, you can download the app from the Google Play Store or the Apple App Store and log in with your existing credentials.