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How private markets firms actually use AI in 2026
AI in Private Markets

How private markets firms actually use AI in 2026

AI adoption has outpaced results in private markets. The four workflows that change deal-team output, and why the data layer matters more than the model.

The State of the Stack: The Rollup Question
Buyer's Guides

The State of the Stack: The Rollup Question

CRM vendors are rapidly consolidating through acquisition. Here's what that means for the firms buying from them.

Relationship intelligence for deal teams: how to turn your firm's network into a sourcing advantage
Deal Sourcing

Relationship intelligence for deal teams: how to turn your firm's network into a sourcing advantage

How relationship intelligence turns your firm's hidden network into a sourcing advantage, its five components, and how to evaluate vendors.

CRM Adoption and Migration for Investment Firms: A Practical Guide for Deal Teams
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.

Meridian Now Has a Fundraising Module
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

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.