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What data points can Meridian pull into the CRM?
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.

The State of the Stack: The Responsible AI Gap
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.

Automating Tear Sheets, Investment Memos, and IC Reporting in Private Markets
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.

The State of the Stack: The 3 Horizons
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.

The Buyer's Guide to LP Relations and Fundraising Software for Private Equity and Venture Capital
Buyer's Guides

The Buyer's Guide to LP Relations and Fundraising Software for Private Equity and Venture Capital

Fundraising data doesn't fit a deal CRM, and Excel trackers aren't a system of record. A buyer's guide to LP relations and fundraising software for PE and VC firms.

Private Equity vs Investment Banking: Why a Purpose-Built CRM Matters
Operations

Private Equity vs Investment Banking: Why a Purpose-Built CRM Matters

PE is built around the ownership timeline. IB is built around relationships, mandates, and live processes. Get the wrong unit of work in your CRM, and reporting, attribution, and pipeline visibility all break.