Changelog

Suggested Reports

One-click report templates are now available in the Reporting module: Pipeline Overview, Live Deal Activity Tracker, High-Priority Targets, and Staffing & Activity. Each template comes pre-configured with views, filters, columns, and ordering, but remains fully customizable after creation so your team can tailor it to exactly what you need.

Multiple Column Sorting

Meridian now supports sorting by up to 10 columns simultaneously, giving deal teams more precise control over how they view and prioritize data. Use the new Sort button or click any column header to add sort rules, toggle between ascending and descending order, and reorder rules via drag-and-drop.

April Enhancements & Usability Improvements

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

1. Email threads collapsed into one row (with email count badge) in interactions tables
2. Global database company lookup available from Add-Ons tab on Company detail page
3. Sourced Deals tab on Investment Banks sorts by Date Added
4. Thematic Sourcing filter added for Activity view within Reports module
5. Interaction participants data can now be viewed via separate Internal and External participant columns in interactions tables
6. Default set of attribute columns added by object type for newly created views
7. Default Person roles are now configurable by Company category
8. New Free Text view type available within Reports module, so users can add additional context to accompany reports

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.