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

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.

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.

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.

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.

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.