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.

Read article

Articles

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

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.

Deal Sourcing

Best M&A and Corporate Development Deal Management Software for 2026

Compare purpose-built M&A deal management platforms for 2026 and find the right fit for your corporate development team.

AI in Private Markets

The System of Record Is the Only AI Strategy That Survives the Next Two Years

AI doesn't fix a messy CRM, it exposes a firm's data problem.

The State of the Stack: 7 Signals Your Tech Stack Needs a Revamp

AI in Private Markets

Private Markets Insights

The State of the Stack: 7 Signals Your Tech Stack Needs a Revamp

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.