Changelog

Auto-Tagging and Notes Across Deals and Companies

Interactions and notes tagged to an active deal are now automatically reflected on the related company record, and vice versa. Whether you log a meeting, sync an email, or create a note, it shows up in both places so your full picture of a relationship is always complete.

Home Page

Meridian now has a personalized Home page that puts your most important context front and center the moment you log in. See what you've recently worked on, create deals, add companies, log meetings, or add notes without navigating through menus, and query your data with Scout without leaving Home.

Interaction Cadence

Keep relationships from going cold. Interaction Cadence lets you set recurring or one-time reminders to stay in regular contact with any Company or Person in Meridian, so high-value relationships never slip through the cracks due to a missed follow-up.

March Enhancements & Usability Improvements

This release includes a range of improvements across the platform:

1. Company table views now include Company Update and Familiar Name as column options.
2. Sourcing theme auto-tagging logic has been refined based on company type.
3. Company creation and Person linking now happens immediately when a Person is created via interaction sync.
4. Sourced Deals tables can now be sorted by Date Added.
5. Market maps can be collapsed within the Thematic Sourcing module.
6. Excel export formatting and styling has been improved.
7. Location display for company headquarters and People has been updated.
8. Last Interaction now excludes companies added only as "Discussed Topics" in meetings.
9. Loading performance for tab view counters and the Thematic Sourcing module has been improved.
10. Table headers now show a greater character count.
11. New tab view names are immediately editable upon creation.

Document auto-tagging

Upload a document once, tag it once, and Meridian takes care of the rest. The platform automatically associates the document with its related deal or company, so the right materials are always surfaced alongside the right records without any additional steps from your team.

Multi-theme sourcing tags

Deal teams that operate across multiple theses can now tag people, companies, and deals with as many sourcing themes as apply. Coverage is no longer siloed by single tags, so everything is cross-referenced and your full view of a company or contact is always complete.

Meridian Inbox

Forward any email to your dedicated Meridian address and Scout handles the rest — automatically logging the interaction, creating a note, and tagging the activity to the right existing records. No manual data entry, no missed touchpoints. Every communication ends up exactly where it belongs.

Chrome extension and Google Workspace integration

Meridian now connects directly with Gmail and Google Calendar, so emails and meetings sync to the CRM with a single click, no manual logging required. The Chrome extension takes it a step further, letting deal teams add companies to Meridian in real time without ever leaving the webpage they're on. Your CRM stays current without interrupting your workflow.

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Reports and new reporting views

Meridian now includes a full reporting suite built directly into the CRM — no exports to Excel, no third-party tools required. Deal teams can generate customizable, presentation-ready reports across every core data view: deals, companies, people, interactions, activities, and staffing. Whether you're preparing for an IC meeting or tracking pipeline health, everything you need is already inside Meridian and ready to share.

February Enhancements & Usability Improvements

A collection of targeted updates across the platform in this release:

1. Notes are now searchable by keyword.
2. Tabs in table views can be reordered via drag-and-drop.
3. Companies can be searched and added from the global database directly from Search.
4. Formatting is preserved when copying and pasting from OneNote, Google Docs, and Outlook.
5. Attribute extraction from deal documents has been expanded.
6. Table loading speed has been improved.
7. Deal pipeline views now include a "Days in Stage" filter.
8. The Deal Source Person list is automatically pre-filtered based on your Deal Source Company selection.
9. Companies can now be created and tagged to existing objects in one click.
10. File upload limits have been increased to 100MB.
11. Meetings can now be manually logged directly from the interaction table.