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Deny

Waves

The private equity CRM that sources more deals

Meridian runs in the background, powered by AI, so your team can focus on sourcing, diligence, and fundraising — not data entry. Deal data, emails, and calendar events flow seamlessly to your CRM.

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Why Meridian is the best private equity CRM

The PE CRM your team will actually use — capture deals, track relationships, and close faster.

More deals, less friction

Capture banker-led and proprietary opportunities automatically. Emails, meetings, and CIMs flow straight into your pipeline.

User interface showing emails and meetings with a popup extracting data from a document, including company info fields and a small document preview with charts.

Adoption that sticks

Integration-first design and zero manual input. Your team actually uses it because it doesn’t get in the way.

Mobile screen showing an Investment Committee meeting scheduled for Monday, June 19 at 9:30 AM with options to join meeting, view agenda, and details of a deal named Starlight Solutions Buyout 2024.

Accountability for bankers & advisors

Track every inbound deal, manage coverage, and see which relationships deliver.

User interface showing a 'People' list with advisors and bankers, highlighting Sarah Martinez, an investment banker at Goldman Sachs, last interacted with Jane Williamson two weeks ago.

Fundraising + portfolio tracking

Built-in modules for LP updates, portfolio KPIs, and investor relations, with no exports required.

User interface for fundraising dashboard showing tabs for All, Fund 1, Fund 2, Fund 3 with lists of pursing and Fund 1 investments and their AUM values around $73.8 million.

AI-powered thematic sourcing & alerts

Thematic sourcing by sector, geography, or thesis. Real-time alerts so you never miss a fundraise or market move.

Coverage map showing healthcare categories and companies positioned on a graph with axes labeled 'Prioritized' and 'Stage'.

Fully integrated AI agent, built for private equity

Meridian has vertically integrated AI across every feature. Scout isn’t just a chatbot—it’s the intelligence engine powering your entire deal workflow.

Market Mapping

Instant market analysis and visualization.

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Data Enrichment

Automatic population of company details.

A couple of cell phones sitting next to each other.

Time-Saving Insights

Contextual updates and meeting prep.

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How Meridian stacks up

A high-level comparison of leading platforms and how they approach modern deal workflows.

Features

DealCloud

Altvia

Dynamo

Affinity

4Degrees

Salesforce

Purpose-Built for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

AI-Native Architecture

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Relationship Intelligence

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

AI Deal Sourcing & Screening

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

IC Memo & Due Diligence Automation

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Zero-Entry Activity Capture

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Company & Contact Enrichment

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Fast Deploy

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

Custom Workflows for Private Equity

The CRM purpose-built for private equity

Help your deal team work faster, from thematic sourcing to IC prep to portfolio updates. Built by investors, for investors.

AI-Powered Sourcing

Find the next deal faster

Meridian’s AI helps PE teams surface more qualified opportunities and never miss a signal.

Market Mapping: Identify opportunities by theme, sector, and geography.

Predictive Sourcing: Spot trends and patterns based on past investments.

Live Deal Discovery: Get alerted when new deals match your thesis.

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automated workflows

Eliminate manual data entry

Emails, meetings, CIMs. Meridian captures and structures it all behind the scenes.

Outlook & Google Workspace: One-click sync with emails and meetings.

Auto-Tagging: Banker emails and CIMs auto-routed to the right deal.

AI Extraction: CIMs summarized, KPIs pulled, and tear sheets generated.

Built-In Intelligence

Data without extra vendors

Proprietary and public market data are integrated directly into your pipeline.

26M+ Enriched Company Records: No PitchBook seat needed.

Live Contact Database: Verified bankers, sponsors, and co-investors.

Benchmarking: Compare deals against your own history + public comps.

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Best-in-class  enterprise security

Meridian is engineered for complete security and compliance, meeting the strictest industry standards.

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Launch with fully enriched private equity data

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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Implement in weeks

We handle the entire migration process, mapping fields and importing historical data, and ensuring your new CRM matches your investment processes, pipeline tracking, and IC review workflows.

Data cleansing and enrichment

We don't just migrate your data - we cleanse it and enrich it. This means that, when you start with Meridian, you don't just start with a better CRM; you start from an entirely better data foundation.

Training for your team

We offer dedicated CRM training and support for your team, massively increasing firm-wide adoption and satisfaction.

Frequently Asked Questions

Is Meridian secure enough for private equity firms?

Yes. Meridian uses enterprise-grade security protocols, including SOC 2 compliance, SSO support, and full data encryption, trusted by leading private capital investors.

How does Meridian help us source more deals?

Meridian combines thematic sourcing, banker coverage tracking, and real-time alerts (fundraises, sector activity, market moves). This means you capture banker-led processes and proprietary signals without relying on manual tracking.

Will Meridian help hold bankers and advisors accountable?

Yes. Every inbound email, teaser, and CIM is auto-tagged, so you can see exactly which bankers and advisors are delivering quality deal flow, and where coverage is thin.

How fast can we migrate to Meridian?

Most firms are live in 4–6 weeks. Our team handles data cleansing, enrichment, and workflow replication so your firm starts with a stronger foundation than before.

Can we tailor Meridian to match our workflows?

Yes. Unlike rigid CRMs, Meridian mirrors your investment process, from sourcing funnels to IC review templates and portfolio tracking, so adoption is seamless.

Where does your data come from?

Meridian bundles proprietary and public data sources (the same providers used by PitchBook and FactSet) directly into the platform. This reduces reliance on third-party vendors and lowers costs.

Will we lose any of our historical data during migration?

No. Meridian imports, cleanses, and enriches all historical deal, contact, and activity data, improving your data foundation rather than just transferring it.

What integrations does Meridian support?

Meridian integrates with Outlook, SharePoint, OneDrive, Box, and Google Workspace. All emails, meetings, and documents sync automatically to the right deals and contacts.

Will my team actually adopt this?

Yes. Meridian is Outlook-first, runs in the background, and automates manual tasks like tagging, benchmarking, and IC prep.

Do I own my data on Meridian?

Absolutely. Your data is yours, always. You have full access to export everything at any time. We've built Meridian to earn your trust through a great experience, not by locking you in.