Changelog

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.

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.

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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.

MCP is Live

Meridian's MCP integration is now live. Connect your preferred AI tool directly to your Meridian data and query deals, companies, people, meetings, and documents in plain language, without opening the platform. The Claude connector brings all of it inside Claude with your firm's permissions intact, so deal context stays governed instead of copied and pasted between tools.

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July Enhancements & Usability Improvements

1. People tables can now be sorted by Primary Company, so you can group every contact under the account they belong to.
2. Sourcing Theme can now be set directly on Deal and Company creation forms, so you can assign a theme the moment a record is created.
3. Updates to visible Kanban card attributes can now be saved for your entire organization, so your whole team works from the same board view.

MCP Early Access

Meridian's new MCP integration connects Claude and ChatGPT directly to your deal data, so your team can query deals, companies, people, meetings, and documents in plain language without ever opening Meridian. Your existing permissions stay intact, giving your firm a secure, read-only window into deal data without copying and pasting context into AI tools.

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Common Fields Across Companies and Active Deals

Choose any fields you want to share between a company and its active deal, and editing one instantly updates the other. Shared fields are flagged with a green link icon and tooltip so the connection is always visible. For a cleaner view, shared fields can be hidden from the Company sideblade to avoid duplication without losing the data.

Custom Fields for People and Themes

The custom attribute fields you already use on Companies and Deals now extend to Person and Sourcing Theme records. Track any firm-specific data point exactly where you need it, without workarounds or missing context across your coverage universe.

June Enhancements & Usability Improvements

1. Word and PowerPoint documents can be added as CIM/IC Memos for Deals for metric extraction.
2. You can now set a separate default stage for companies when an active deal moves to a dead stage.
3. Add-on tab is now exportable for platform Companies.

Multiple active deals on a company

One company, many deals, no problem. Meridian now supports up to 20 active deals on a single company record, so teams can track parallel opportunities without orphaning deals or disrupting company-level views, automations, and reports.