By using this website, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Accept All
Deny
WavesWaves

Knowledge Center

Explore the latest industry trends, expert interviews, and much more.

Articles

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Relationship Management Software for Private Equity: Complete Guide for 2026
Insights

Relationship Management Software for Private Equity: Complete Guide for 2026

Gain an in-depth understanding of private equity relationship management software so you can pick the tool that best fits your firm’s needs.

How CRM Automation Can Give Your PE Firm a Competitive Edge
Insights

How CRM Automation Can Give Your PE Firm a Competitive Edge

Discover how the right CRM can automate research, enrichment, and workflows to help PE teams source faster and get ahead of high quality deals.

Private equity on-cycle recruiting: Advice from the trenches
Insights

Private equity on-cycle recruiting: Advice from the trenches

Why the PE on-cycle machine persists, and how both firms and candidates can make better decisions anyway.

CRM for Private Equity: Implementation Timeline + Best Practices
Insights

CRM for Private Equity: Implementation Timeline + Best Practices

Implement a CRM for private equity with fast deployment, clean data migration, and best practices that accelerate time-to-value.

Everything Firms Need to Know About Private Equity CRMs
Insights

Everything Firms Need to Know About Private Equity CRMs

Take a deep dive into private equity CRM systems, from what they do and key functionalities to tips for choosing and top tools to consider.

Sector-Based Investment Research: Build Conviction Faster and Source Better Deals
Insights

Sector-Based Investment Research: Build Conviction Faster and Source Better Deals

Learn how to build a repeatable sector research program that helps your firm surface targets earlier, improves outreach, and speeds IC decisions.

Waves
Footer logo

Accelerate your deal performance

Find out how leading private markets investors are using Meridian to enhance their deal workflows and institutionalize knowledge across the firm.

Book a Demo
Product
Platform Overview
Deal Flow Management
Data Enrichment
Scout AI
Deal Sourcing
CRM Implementation
Integrations
API & Webhooks
Security Overview
Industry
Private Equity
Venture Capital
Investment Banking
Private Credit
Corporate M&A
Company
Blog
About
Careers
Contact
Compare
DealCloud
Affinity
Dynamo
Salesforce
Subscribe to our monthly newsletter
Oops! Something went wrong while submitting the form.
© {year} Meridian AI Inc. All rights reserved
Terms
Privacy
Subprocessors
API Docs