Meridian vs PitchBook

Data providers like PitchBook leave deal teams toggling between platforms and manually copying over insights. Meridian builds data directly into your CRM—so sourcing is faster and smarter.

Skip the copy/paste with built-in company, contact, and deal data

Use smarter AI that combines public data with your proprietary deal history

Replace subscriptions with integrated enrichment—at no extra cost

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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 PitchBook
side-by-side comparison

PitchBook

Integrated CRM & Data Platform

Combines CRM and data into one platform

Requires separate CRM integration

Proprietary Data Utilization

Merges firm's proprietary data with public data for comprehensive analysis

No proprietary data integration

Built-in Data Enrichment

Automatically enriches deals, contacts, and companies

No native enrichment for your CRM

AI-Powered Insights

AI connects public and private data for sourcing, benchmarking, and diligence

Limited to predictive analytics

Real-Time Data Updates

Continuous updates within the CRM

Static profiles; periodic refreshes

Customizable Deal Workflows

Tailored workflows for private equity processes

No workflow management features

Mobile-Friendly

Fully responsive mobile experience for on-the-go access

Mobile access supported

Seamless Data-to-Workflow Integration

Data flows directly into CRM workflows

Data must be manually exported to CRMs or spreadsheets

Portfolio Management

Native tools for performance tracking, KPIs, and LP updates

No portfolio management features

AI-Driven Deal Sourcing

AI-powered insights and workflows

No sourcing intelligence—data platform only

Automated Data Structuring & Benchmarking

AI extracts and enriches from CIMs, emails, and docs

No document processing capabilities

Fast, Self-Serve Customization

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

No customization—static data platform

Cost Efficiency

No need for separate data subscriptions

Expensive per-seat licensing

Looking to replace PitchBook?
We’ll handle it.

Our swift and powerful implementation 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 setup process, mapping historical records, importing company and contact data, and aligning it with your pipeline and investment workflows. No manual exports. No disconnected tools.

Data cleansing and enrichment

You’re not just switching providers—you’re upgrading your entire data layer. Meridian cleans and enriches your data automatically, blending public intelligence with your firm’s proprietary records.

Training for your team

We offer dedicated CRM training and support for your firm, teaching your team how to use enriched data for sourcing, diligence, and reporting.

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 get set up with Meridian?

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

Can Meridian replace the public data we get from PitchBook?

Yes. Meridian provides enriched company, contact, and deal data—built directly into your workflows. No more toggling between a data tool and your CRM.

Does Meridian include our proprietary deal data?

Absolutely. Meridian merges public data with your proprietary deal history, giving your team a more powerful, context-rich view of the market.

How is Meridian’s AI different from PitchBook’s tools?

Meridian’s AI is embedded throughout the platform—extracting, enriching, benchmarking, and suggesting deals based on public and proprietary data. PitchBook only offers isolated predictive tools that are limited to public datasets and sit outside your day-to-day workflows.

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.