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Connect your deal sourcing data to any AI tool.
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Meridian raises $7M seed round led by 645 Ventures.
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Complete deal context travels with you
With the Meridian mobile app, your CRM and system of record goes where you go. Take notes, log meetings, and search your deal data wherever you are.
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Access every CRM record from your phone
Log meetings and notes on the go
Find deals, companies, and contacts in seconds
Call contacts directly from the app
What’s in the Meridian mobile app
The Meridian app brings the full system of record into the moments and places where deals happen.
Complete important actions in one click
The home screen puts primary CRM actions front and center, so they’re one tap away instead of buried in a menu.
View your CRM records instantly
Deal, company, person, meeting, and note records are all available in the app, so full context is always within reach.
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Search across your entire workspace
With Global Search, you can easily find any company, contact, or deal in your firm’s Meridian workspace.
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Surface relevant emails
Your synced emails are viewable in the app the way they read in an inbox: sender, recipient, subject, body, and full thread.
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Log in with your existing credentials
Your login is available via email/one-time passcode or through your firm's existing SSO. No new credentials to manage.
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Call directly from the Meridian app
Tap to call directly from a contact record, so you don’t have to copy and paste the number into your phone app.
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Built for investors who live outside the office
The Meridian mobile app is built for modern deal teams who build relationships and gain insight on the move.
Deal context, anywhere
Before a meeting, during a call, or on the move, pull up a company's deal history, contacts, and email threads wherever you are.
Capture in the moment
Log meetings, add notes, and capture important details while they’re still fresh, without waiting to get back to your desk.
Act without slowing down
Search companies mid-conversation, get answers with Global Search, and call contacts directly from their Meridian records.
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