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Changelog

Stay up to date with the latest product improvements and releases.
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August 2026
New feature

Company type classification

Meridian can now assign a company type automatically when new companies are imported or synced without one, so your pipeline stays organized without manual cleanup. Classification runs on your organization's own taxonomy, matching how your firm already categorizes companies, and applies a type only when it clears a confidence threshold. Low-confidence matches are left alone rather than guessed at, so you are not trading manual entry for bad data. Talk to your Meridian customer success lead to enable it.

Diagram of the Meridian logo at the center, surrounded by floating company logos being sorted into a classification panel with types Prospect, Portfolio, Investment Bank, Fundraising, and Other, with several company icons grouped under Portfolio.
August 2026
Improvements

Chrome extension improvements

You can now view and edit all company details directly from the Meridian Chrome extension. Click any field to edit, and it saves automatically to your CRM and activity log. Fields shared between a company and its deals are marked with a link icon, so updating one keeps the linked records aligned. Update the record where you're already working, without a round trip back to Meridian.

The Meridian Sync Chrome extension showing an editable company record for Apex, with fields including name, website, priority, and company type, and linked fields (Fund Strategy, Ownership Type) marked with a link icon to show they sync with connected deal records.
August 2026
New feature

Alternative domains on a company

You can now add multiple domains to a single company record. No more duplicate records just because an organization runs a regional site, a product subdomain, or a legacy URL. Emails and meetings from people at any of those domains match to the right company automatically, so nothing scatters across near-identical entries. Coming in September, new merge capabilities will let you clean up any duplicates you already have.

Meridian company record for Star Vision with an open domains panel showing a primary domain (starlight.com) and three secondary domains (starlight.uk, starlight.co, starlight.fr), plus an Add Domain option.
August 2026
Improvements

Public API support for notes, meetings, tagging, and attributes

You now have full create, retrieve, update, and delete access to notes, tags, meetings, and attributes through the API. Push auto-generated notes from Granola or Fireflies straight to the right meeting in Meridian, no manual copy-paste. The context your team captures elsewhere lands in the record automatically, tied to the deal it belongs to. Your workflows write to Meridian, so the system of record stays current without anyone maintaining it.

Diagram of a cloud reading "The Meridian API provides comprehensive coverage of all CRM objects," connected to eight object types: Companies, Deals, People, Emails, Meetings, Notes, Documents, and Users.
August 2026
New feature

ChatGPT MCP integration

Your Meridian data now lives inside ChatGPT. Your team can query companies, deals, people, meetings, notes, documents, interactions, emails, and saved reports without leaving the conversation, so deal context follows you into the AI tool you already work in. No exporting, no copy-paste, no switching windows to check the record. This is the open architecture in practice: Meridian as the system of record, ChatGPT as one more place it works.

Setup guides:
ChatGPT admin MCP setup guide
ChatGPT business user MCP setup guide
ChatGPT personal user MCP setup guide

Diagram of the Meridian logo at the center connected to five surrounding cards, showing Meridian as the hub linking CRM, AI Insights, Data Room, Market Data, News & Updates, and Sync & Integrations across a firm's tools.

August 2026
New feature

New Fundraising module is live

Your raise no longer needs a separate spreadsheet or a second system. IR and fundraising teams now have a dedicated home for funds and LP opportunities, running on the same tagging and search you already use across companies and deals. Set your own pipeline stages, filter tables down to the cut you need, and work the raise in a Kanban view. The deal side and the capital side finally sit in one system of record.

Meridian Fundraising module showing a fund's commitment progress and a filterable table of LP opportunities by stage.
August 2026
Improvements

August Enhancements & Usability Improvements

  1. Moving an add-on prospect to the Portfolio stage now preserves its platform company relationship, so the link between platform and add-on stays intact through the stage change.
  2. Scout can now answer queries about multiple active deals on a single company, so overlapping processes on the same target no longer require separate lookups.
  3. Scout can now retrieve custom attributes on themes and people, so queries that depend on your firm's own fields return complete answers.
July 2026
Improvements

Sourcing theme columns in table views

Your sourcing hierarchy now breaks out across table views, with each level (Sector, Sub-sector, Industry, and Niche) getting its own column on Companies, Deals, and People tables. Sort, filter, and reorder by any level in Reports to slice your coverage universe exactly how your thesis is organized. Every level carries through to Excel and PDF exports, so the structure holds when you take it out of Meridian.

Screenshot of a Meridian Companies table with sourcing hierarchy split into separate Sector, Sub-sector, and Industry columns alongside Geography, Deal, and Coverage team.
July 2026
New feature

Fundraising module

Fundraising now runs inside Meridian. The new Fundraising module gives IR and fundraising teams a dedicated home for funds and LP opportunities, so your raise no longer lives in disconnected spreadsheets or a separate tool. Build customizable pipeline stages, switch between table and Kanban views, and use the same tagging and search you already rely on for companies and deals.

Screenshot of Meridian's Fundraising module showing a Buyout Fund II raise at $476M of $850M committed, with fund cards for other active raises and a pipeline of LP opportunities tracked by stage.

July 2026
Improvements

Additional public API capabilities

Meridian's public API now supports full create, retrieve, update, and delete access to Notes, Tags, and Meetings. Teams running auto-generated notes from tools like Granola or Fireflies can push them straight into the right meeting in Meridian, with no manual copy and paste. Your deal record stays complete without anyone rekeying context by hand.

Diagram of the Meridian API connecting to eight CRM objects: Companies, Deals, People, Emails, Meetings, Notes, Documents, and Users.