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The CRM your deal team will actually use

Legacy CRMs require constant manual updates, so no one logs in. Meridian delivers integrated, automated workflows for private markets—keeping your firm current and your team coming back.

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Increase firm-wide adoption with Meridian

Empower your team with an intelligent solution that eliminates manual data entry and streamlines processes.

One-click Outlook sync

centralize workflows and increase adoption with seamless email SYNC and auto-tagging

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AI-powered data extraction

Eliminate manual data entry with instant cim SUMMARIZation AND key deal metrics extraction

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Built-in market data

Leverage PitchBook-level enrichment and live contact databases—built directly into your CRM

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Intuitive, up-to-date platform

Meridian is easy to use and runs 24/7, keeping your CRM fresh and making adoption frictionless

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More than just a CRM

A true private markets platform for investors at all levels.

Thematic sourcing and market mapping

Build market maps and get in front of the right deals—ahead of auctions.

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AI-driven deal efficiency

AI is embedded in every workflow step, ensuring faster decision-making and deeper insights.

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Instant, custom reporting

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

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Migrating from a legacy CRM?
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.

Frequently Asked Questions

How hard is it to migrate from DealCloud, Salesforce, or Excel?

We handle the entire migration process, mapping fields and importing historical data. Firms are live within a few weeks, not months.

Will my team actually adopt this?

Yes, because Meridian is intuitive, fast, and requires minimal manual data entry. Most CRMs fail because they’re clunky and require constant updates. We automate workflows and data capture, which drives adoption.

Can we tailor Meridian to match our firm’s workflows?

Yes. Unlike rigid CRMs, Meridian is fully configurable to match investment processes, pipeline tracking, and IC review workflows.

Does it work for credit, growth equity, or venture?

Yes. We work with private equity, venture capital, credit funds, and hybrid firms. We tailor data capture and workflows to match how different firms operate.

Where does your data come from?

We source from the same data providers as PitchBook and FactSet, but bundle it into Meridian at no extra cost. We also support third-party integrations.

Can we track emails and meetings automatically?

Yes. Meridian syncs with Outlook, auto-tags emails and meetings to deals, and offers note-taking that feels like Google Docs but links across multiple companies and people.