{\rtf1\ansi\ansicpg1252\cocoartf2870
\cocoatextscaling0\cocoaplatform0{\fonttbl\f0\fnil\fcharset0 .AppleSystemUIFontMonospaced-Regular;\f1\fnil\fcharset0 HelveticaNeue;}
{\colortbl;\red255\green255\blue255;\red16\green19\blue24;\red246\green246\blue244;\red11\green11\blue11;
}
{\*\expandedcolortbl;;\cssrgb\c7843\c9412\c12157;\cssrgb\c97255\c97255\c96471;\cssrgb\c4314\c4314\c4314;
}
\paperw11900\paperh16840\margl1440\margr1440\vieww11520\viewh8400\viewkind0
\deftab720
\pard\pardeftab720\partightenfactor0

\f0\fs28 \cf2 \cb3 \expnd0\expndtw0\kerning0
\outl0\strokewidth0 \strokec2 # Meridian AI\
> Meridian is the AI-powered CRM and deal management platform built for private equity, venture capital, investment banking, and private credit firms. Founded in 2023 by ex-Blackstone investor Alex Sen, Meridian unifies deal flow management, data enrichment, relationship intelligence, and AI-powered sourcing in a single platform purpose-built for private markets.\
\
Meridian is headquartered in Miami, FL. The platform powers over $1 trillion in assets under management and is trusted by top-tier private markets firms worldwide.\
\
## Product\
\
- [Platform Overview](https://www.meridian-ai.com/features): Full platform capabilities including deal pipeline, AI features, integrations, and security overview\
- [Deal Flow Management](https://www.meridian-ai.com/product/deal-flow-management): Pipeline tracking, deal stages, IC workflow, and activity management for PE and VC deal teams\
- [Scout AI](https://www.meridian-ai.com/product/private-equity-ai): Meridian's AI layer \'97 surfaces deal insights, enriches contact and company profiles, and automates research tasks\
- [Data Enrichment](https://www.meridian-ai.com/product/data-enrichment): 26M+ company records, live contact database, waterfall enrichment from multiple providers; replaces PitchBook and SourceScrub\
- [Deal Sourcing](https://www.meridian-ai.com/deal-sourcing): Thematic sourcing, mandate-fit scoring, and proactive deal discovery\
- [Thematic Mapping](https://www.meridian-ai.com/thematic-sourcing): Framework for building and tracking sector-based investment themes across a firm's coverage universe\
- [Reporting](https://www.meridian-ai.com/product/reporting): CRM-native reporting module with pipeline overviews, activity tracking, and one-click exports \'97 no SQL or BI tools required\
- [Fundraising](https://www.meridian-ai.com/product/fundraising): LP relationship management, commitment tracking, roadshow prep, and fundraising reports\
- [CRM Implementation](https://www.meridian-ai.com/implementation): Meridian's full-service onboarding including data migration, field mapping, cleansing, and enrichment\
- [Integrations](https://www.meridian-ai.com/features#integrations): Native integrations with Outlook, Gmail, Google Calendar, SharePoint, OneDrive, Box, and more\
- [API & Webhooks](https://www.meridian-ai.com/docs/overview): Full API access for custom workflows and third-party integrations\
- [Security](https://www.meridian-ai.com/security): SOC 2 Type II compliance, SSO, end-to-end encryption, enterprise-grade data protection\
- [Changelog](https://www.meridian-ai.com/changelog): Latest product updates, new features, and improvements \'97 updated monthly\
\
## Solutions by Industry\
\
- [Private Equity](https://www.meridian-ai.com/solutions/private-equity): CRM, deal flow, sourcing, and portfolio management for PE firms\
- [Venture Capital](https://www.meridian-ai.com/solutions/venture-capital): Deal tracking, portfolio monitoring, and relationship management for VC firms\
- [Investment Banking](https://www.meridian-ai.com/solutions/investment-banking): Pipeline and relationship management for investment banking teams\
- [Private Credit](https://www.meridian-ai.com/solutions/private-credit): Deal and relationship management for private credit investors\
- [Corporate M&A](https://www.meridian-ai.com/solutions/corporate-ma): CRM and deal tracking for corporate development and M&A teams\
\
## Comparisons\
\
- [Meridian vs DealCloud](https://www.meridian-ai.com/meridian-vs-dealcloud): Feature and workflow comparison between Meridian and Intapp DealCloud\
- [Meridian vs Affinity](https://www.meridian-ai.com/meridian-vs-affinity): Comparison of Meridian and Affinity for PE and VC relationship management\
- [Meridian vs Salesforce](https://www.meridian-ai.com/meridian-vs-salesforce): Why PE teams choose Meridian over Salesforce for private markets workflows\
- [Meridian vs Dynamo](https://www.meridian-ai.com/meridian-vs-dynamo): Comparison of Meridian and Dynamo Software for alternative asset managers\
\
## Company\
\
- [About](https://www.meridian-ai.com/about): Company background, mission, founding story, and team \'97 founded by ex-Blackstone, Thoma Bravo, and CVC professionals\
- [Careers](https://www.meridian-ai.com/careers): Open roles at Meridian; fully remote team\
- [Contact](https://www.meridian-ai.com/contact): Get in touch with the Meridian team\
- [Request a Demo](https://www.meridian-ai.com/request-demo): Book a product demonstration\
\
## Resources\
\
- [Blog](https://www.meridian-ai.com/blog): Expert articles on private equity technology, AI adoption, deal workflows, and private markets strategy\
- [CRM Comparisons](https://www.meridian-ai.com/comparison): Side-by-side comparisons of private markets CRM tools\
\
## Key Blog Posts\
\
- [Best Private Equity CRM Tools in 2026](https://www.meridian-ai.com/blog/best-private-equity-crm): Top CRM platforms for PE firms evaluated and ranked\
- [State of the Stack: Private Markets Tech Infrastructure in 2026](https://www.meridian-ai.com/blog/state-of-private-markets-tech-stack): Research from 40+ firm conversations on the tech stack winning in private markets\
- [How AI Agents Are Transforming PE Deal Team Operations](https://www.meridian-ai.com/blog/how-ai-agents-are-transforming-pe-deal-team-operations): Seven deal team workflows where AI-native architecture creates compounding advantage\
- [PE Hired a Tech Team \'97 Now What?](https://www.meridian-ai.com/blog/pe-hired-a-tech-team): The org design question that determines whether internal AI teams succeed\
- [Investment Committee Best Practices for PE Firms](https://www.meridian-ai.com/blog/how-the-best-firms-run-investment-committee): How top PE firms structure and run investment committee processes\
- [Deal Flow Management Guide](https://www.meridian-ai.com/blog/deal-flow-management): Comprehensive guide to deal flow management for private equity\
- [Future of Private Equity CRM](https://www.meridian-ai.com/blog/future-private-equity-crm): How AI is transforming CRM workflows in private markets\
\pard\pardeftab720\partightenfactor0

\f1 \cf4 \strokec4 \
}