Meridian vs DealCloud

Legacy CRMs like DealCloud can slow your team down. See how Meridian gives PE firms a faster, more connected solution that actually drives proprietary deal flow.

Eliminate clunky UX with a modern, intuitive platform

Automate deal sourcing with AI-powered insights and workflows

Migrate in weeks and start with fully cleansed, structured data

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Why deal teams are making the switch to Meridian

Ease of Use

A fully integrated deal pipeline that automatically syncs emails, meetings, and activities with zero manual input.

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Built-In Intelligence & Data

26M+ company profiles, live deal data, and market insights are built in, eliminating the need for third-party data subscriptions.

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Flexible Excel-Like Reporting

No need to export data to Excel. Easily build and share custom dashboards and reports in Meridian.

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Seamless Integrations

Syncs with your email, calendar, and deal drive. All tagged automatically to the right deals and contacts with AI.

AI-Powered Throughout

AI is embedded in every workflow step, ensuring faster decision-making and deeper insights at each stage of the investment process.

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Meridian vs DealCloud side-by-side comparison

DealCloud

Custom Workflows for Private Equity

Built for private equity

AI-Driven Deal Sourcing

AI-powered insights and workflows

Chatbot with limited context

Flexible Excel–Like Reporting

Easily customize dashboards and share reports

Users export data to Excel to create reports

Built-in Data Enrichment

Built in at no additional cost. Users can cancel subscriptions like PitchBook.

Users need 3rd party data subscriptions

Outlook Integration

One-click sync, automatically tagged to relevant deals and contacts

Requires manual data entry to connect emails to deals and contacts

Calendar Integration

Outlook and Google Calendar integrations

No calendar integration

Mobile-Friendly

Fully responsive mobile experience for on-the-go access

Limited or outdated mobile support

Fast, Self-Serve Customization

Drag-and-drop customization of fields, dashboards, workflows

Requires vendor or admin support for configuration

Portfolio Management

Native tools for performance tracking, KPIs, and LP updates

Only available through customization or integrations

Investment Committee Decision Tools

Structured IC workflows, comp tables, decision history tracking

Not available; IC prep typically handled outside the platform

Automated Data Structuring & Benchmarking

AI extracts and enriches from CIMs, emails, and docs

Manual input required; no built-in automation

Automated Due Diligence Assistance

Auto-generated comp tables, KPI comparisons, and red flag detection

Not supported within platform

Fast Migration & Setup

Weeks

Months

Migrating from DealCloud?
We’ll handle it.

Our swift and powerful migration process unlocks your data’s full potential in ways you didn't know were possible.

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Implement in weeks, not months

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.

More than a chatbot: Contextual AI for private equity

Meridian’s AI is deeply embedded into every stage of the deal process - automatically extracting key metrics from CIMs, generating tear sheets, and benchmarking deals in real time.

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Truly seamless integrations

Meridian auto-tags Outlook emails, calendar events, and documents to the right deals and contacts - no manual input or plugins needed.

Storage & File Sharing

Effortless file management using the apps your deal team already trusts.

Microsoft Outlook

One-click integration with Outlook emails and calendar events, allowing you to auto-tag contacts, emails, meetings, and documents to the correct deals.

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coming soon

Google Workspace

Seamless integration with Gmail and Google Calendar for better collaboration.

Best-in-class  enterprise security

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

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Frequently Asked Questions

How fast can we migrate from DealCloud to Meridian?

Most firms are fully migrated and live on Meridian within 4–6 weeks, with minimal lift from your internal team.

Will we lose any of our historical data during migration?

No. Meridian imports, cleanses, and enriches your historical deal, contact, and activity data - giving you a stronger data foundation than you had before.

Can Meridian replicate our existing deal workflows?

Yes. Meridian mirrors your investment processes, pipeline stages, IC review workflows, and reporting templates, so your team can adopt it seamlessly.

How is Meridian’s AI different from DealCloud’s AI?

Meridian’s AI is embedded throughout the platform - extracting, enriching, benchmarking, and suggesting deals automatically. DealCloud only offers a basic chatbot with limited context.

What integrations does Meridian support?

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

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.