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AI-powered tear sheets for investment professionals

Transform any investment document into professional tear sheets in minutes. Score deals automatically and make better investment decisions.

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Meridian Frame flowMeridian Frame flow

How Meridian Frame works

Discover how to supercharge your document analysis and tear sheet creation process in four easy steps.
STEP 1

Upload your CIM file

Meridian Frame will extract key investment data from your documents to create a comprehensive analysis aligned with your profile.
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STEP 2

Select or create a template

Choose a ready-made format or easily create custom templates that match your firm's branding guidelines and reporting requirements.
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STEP 3

Get your tear sheet

In minutes, receive a polished sheet showcasing your properties with detailed information, high-quality images, and market data.
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STEP 4

Share with your team

Download your tear sheets in multiple formats, share them securely with team members, and collect feedback in one place.
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DEAL SCORING

Start scoring deals and make better informed decisions

Meridian Frame lets you configure scoring criteria with positive and negative factors, so your firm can evaluate investment opportunities faster and with more confidence.

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Simple, transparent pricing

Built for investment professionals, our plan includes advanced features to streamline your firm’s tear sheet workflows.

Professional Plan

Billed Monthly
Billed Yearly
$
100
120
 USD
per user/month
Save $240 annually
Unlimited tear sheet creation
Access to all templates
Advanced deal scoring
Unlimited downloads
Market intelligence
Priority support
Start 10-Day Free Trial

Includes powerful features fine‑tuned by PE investors

Custom tear sheet templates

Select ready-made formats or create custom, white-label templates that enable collaboration and professionally showcase your brand.

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Automated data extraction

Extract key investment metrics and financial data points from any document format with remarkable accuracy.

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Flexible outputs

Select your preferences to get results that are tailored to fit your specific use case.

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Bulk document processing

Analyze multiple documents at once to quickly build a comprehensive view of any investment opportunity.

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Works even better with Meridian CRM

While Meridian Frame works perfectly as a standalone solution, it reaches its full potential when used alongside the Meridian ecosystem.

Context-Rich Pipeline
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View your tear sheets alongside your full investment pipeline for faster, more informed decisions.

Enriched Deal Records
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Populate CRM records automatically with key insights extracted from your documents.

Centralized Workflows
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Streamline document analysis, deal tracking and portfolio management in one integrated system.

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