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Deny
Waves

Implementation that upgrades your entire CRM in weeks

Onboarding is your first ROI moment. Meridian cleans, enriches, and validates your data as we migrate, with no heavy lift from your team.

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Trusted dealmaking infrastructure for private markets

PE  •  Credit  •  VC  •  Family Offices  •  LPs  •  Investment Banks  •  Corporate Development

$1 trillion+

assets under client management

3,000+

investment
professionals

the problem

Why most CRM implementations fall short

6–12 month timelines derail team productivity
Manual exports and field mapping slow down your team
Bad data is carried from one system to the next
Steep learning curves stall adoption and frustrate users
Low data trust from day one undermines workflow efficiency
The solution

Meridian gets you live faster, with fully enriched data and zero manual lift

Direct API Migration
We connect directly to your current CRM and pull in structured data via API. No manual extraction needed from your team.
Dedicated Team
Our onboarding experts handle all data mapping, cleaning, and setup. We do the work so you can stay focused on deals.
Email Auto-Sync
Historical emails and meetings flow in via Outlook or Google sync, populating profiles without manual lift.
Data Enrichment
Meridian’s AI enriches and validates your firm’s data, setting you up with a clean, enhanced dataset from day one.
Full Transparency
We offer ongoing visibility and weekly check-ins with implementation team throughout the process.
Faster Timeline
You’ll be live in weeks, with a system your team can use immediately. That’s the Meridian standard.

What your team really needs to do during implementation

  • Share your API credentials/keys
  • Tell us how you'd like your data structured
  • That's it — our team handles the rest
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Diagram showing 'Your Team' linked to a central AI system with process steps including API Credentials, Discovery Session, Data Cleaning, Full Migration, AI Training, and System Configuration.

More than implementation: a data cleanup opportunity

In just a few weeks, our powerful migration process adapts our solution to your workflows, unlocking your data’s full potential.
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Data cleansing & structuring

We resolve duplicates, normalize fields, and restructure your records for clarity and consistency.

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AI-powered enrichment

Meridian fills in missing fields like URLs, funding, and headcount for a more complete dataset.

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Long-term data confidence

Your clean data powers downstream AI tagging, comp tables, market maps, and sourcing signals with precision.

Frequently Asked Questions

How long does it take to get started?

Most firms are fully setup and live on Meridian within 8–10 weeks. Our team handles onboarding and setup end-to-end, so you can focus on deals.

Can I keep my existing data subscriptions?

Yes, Meridian integrates with your existing data licenses (PitchBook, Sourcescrub, Grata, Crunchbase, etc.) via API or direct sync. Many customers downgrade or cancel their subscriptions once they see the power of our native enrichment.

How does the enrichment actually work?

Company profiles auto-populate from both public and private sources. In addition, as you email, take meetings, or ingest CIMs, Meridian extracts structured fields, links them to entities, and keeps everything up to date — no manual data entry required.

What integrations does Meridian support?

Meridian integrates with Outlook, SharePoint, OneDrive, Box, and Google Workspace — ensuring your emails, meetings, and documents are synced automatically to the right deals.

Will my team actually adopt this?

Yes, because Meridian is intuitive, fast, and eliminates the manual entry that usually hurts CRM adoption. With automated data capture and email plugins, your team benefits without needing to constantly update or even log in to the platform.