Pipeline Intelligence
Improve your pipeline efficiency and make confident, data-driven decisions on which deals to push forward and which to kill.
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How it works
How it helps
Evaluate more deals
Boost deal team efficiency by killing deals unlikely to get done.
Improve pipeline review
Run effective pipeline meetings with all key data at your fingertips.
Eliminate manual data entry
Extract information from documents and enrich deal records with 3rd party data.
Why it’s powerful
Purpose-built for private markets deal teams
Adopt best practices from leading investment firms and centralize critical deal workflows that run on information buried in documents and emails.
Al-native workflows
Understand decision-making trends at your firm without compiling data buried in old documents and running complex analysis – simply ask your AI assistant.
Single-click investment insights
Explore how and why deals move forward or get dropped, and make more informed decisions on where you allocate your resources.
Implement in days, not months
Configure Meridian to fit your firm’s preferred processes down to every detail, including automatically listing email recipients in order of seniority.
Robust permissioning & multi-fund support
Ensure confidential information is only shared with authorized team members for each deal and eliminate the risk of emailing the wrong person.
Best-in-class enterprise security
Work in confidence knowing that Meridian’s security practices are designed to meet the highest industry standards, including SOC 2 Type II.
Purpose-built for private markets deal teams
Adopt best practices from leading investment firms and centralize critical deal workflows that run on information buried in documents and emails.
Al-native workflows
Understand decision-making trends at your firm without compiling data buried in old documents and running complex analysis – simply ask your AI assistant.
Single-click investment insights
Explore how and why deals move forward or get dropped, and make more informed decisions on where you allocate your resources.
Implement in days, not months
Configure Meridian to fit your firm’s preferred processes down to every detail, including automatically listing email recipients in order of seniority.
Robust permissioning & multi-fund support
Ensure confidential information is only shared with authorized team members for each deal and eliminate the risk of emailing the wrong person.
Best-in-class enterprise security
Work in confidence knowing that Meridian’s security practices are designed to meet the highest industry standards, including SOC 2 Type II.
