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Integrations

Integrations built for modern deal teams

Bring communication, intelligence, and operational workflows together in one connected platform.

Key workflow integrations

Tools and systems designed to streamline how investment teams source, communicate, and execute.
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Outlook
Connect your Outlook account in one click and automatically link emails, meetings, and contacts to the right deals.
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Google Workspace
Sync Gmail and Google Calendar, and capture company data from any website with the Meridian Chrome extension.
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Meridian MCP
Connect your deal data, relationship history, and enrichment layer to any MCP-enabled AI tool.
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API & Webhooks
Extend Meridian with APIs and webhooks to support custom integrations and real-time data sync.
API Docs

More integrations

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Market Intelligence

Carta

Market Intelligence
Communication

Fireflies

Communication
Communication

Granola

Communication
Market Intelligence

Grata

Market Intelligence
Market Intelligence

Inven

Market Intelligence
Fund Management

Juniper Square

Fund Management
Market Intelligence

PitchBook

Market Intelligence
Market Intelligence

Preqin

Market Intelligence
Communication

Slack

Communication
Market Intelligence

SourceScrub

Market Intelligence
Market Intelligence

S&P Capital IQ

Market Intelligence
Market Intelligence

Specter

Market Intelligence

Fully integrated AI and live data

Meridian integrates with your existing tools and data providers while delivering native enrichment, automation, and market intelligence directly within the platform.
scout AI

The AI agent built for modern private equity

Scout is more than a chatbot. It’s the intelligence layer powering sourcing, diligence, and execution across your entire deal workflow.
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data enrichment

Live market intelligence, built into your deal flow

Integrate or fully replace data providers like PitchBook, FactSet, Sourcescrub, Grata, Crunchbase, and Capital IQ — at no extra cost.
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Data from Meridian, PitchBook, Sourcescrub, and Grata enrich company info for Starlight Solutions.

Frequently Asked Questions

What workflow 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.

How is Meridian’s AI different from competitors?

Meridian’s AI is embedded throughout the platform - extracting, enriching, benchmarking, and suggesting deals automatically. Our competitors’ AI tools focus on basic automation and predictive insights, lacking the proactive, deal-driving intelligence found in Meridian.

Do I need to train Scout AI or manage prompts?

No. Scout is pre-trained for private equity workflows and doesn’t require manual prompting. During onboarding, it learns from your firm’s historical data - so it delivers targeted insights without extra input from your team.

Where does Meridian source its company data?

We source from proprietary and public providers (the same as PitchBook and FactSet) and bundle them into Meridian at no extra cost. We also support third-party integrations.

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. However, 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.