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.

Operations

PE vs VC: Sourcing, Fundraising, and Ops Explained

PE and VC look similar on paper. The sourcing mechanics, fundraising workflows, and reporting obligations are not. Here's where the operating models actually diverge — and what it costs when your CRM doesn't reflect that.

Private Markets Insights

CRM Data Enrichment for Private Markets

A guide to CRM data enrichment for PE, VC, and private credit teams — covering enrichment architecture, waterfall logic, platform comparisons, and evaluation criteria.

Private Markets Insights

The State of the Stack: PE Hired a Tech Team — Now What?

PE firms are standing up internal AI teams. The hiring wave is real — the org design question is where most will get it wrong.

AI in Private Markets

How AI Agents Are Transforming PE Deal Team Operations in 2026

86% of PE leaders now use GenAI in M&A, but most firms can't tell bolt-on AI from AI-native architecture. Here are the seven deal team workflows where the difference actually compounds.

Private Markets Insights

Maximizing Data Enrichment for Private Credit Firms

A comprehensive private credit data stack now runs well into six figures a year, and most firms still have stale records. The fix isn't another vendor, it's a different architecture. Here's the framework.

Private Markets Insights

The State of the Stack: Software in Private Markets Is About to Get a Lot More Connected

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.