Knowledge Center

Explore the latest industry trends, expert interviews, and much more.

Meridian MCP Is Here

Meridian ships with a hosted MCP server, giving approved AI agents secure, permissioned access to a firm's full deal context.

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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.

News

Meridian Now Has a Fundraising Module

Meridian has a dedicated module for IR and fundraising teams.

The State of the Stack: How to Advocate for AI at Your Firm

AI in Private Markets

Private Markets Insights

The State of the Stack: How to Advocate for AI at Your Firm

Making the internal case to your firm is the real bottleneck for AI adoption. Here's how to make the strongest case, step by step.

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.

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.

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.