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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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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.

Deal Sourcing

What data points can Meridian pull into the CRM?

What company data Meridian can pull in out of the box, and how Scout AI automatically fills in any gaps from your third-party data providers.

AI in Private Markets

The State of the Stack: The Responsible AI Gap

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.

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.

Private Markets Insights

The State of the Stack: The 3 Horizons

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