Deal Flow Management
The smarter way to source better deals
Meridian captures your deal activity, enriches your data, and brings your entire pipeline into one powerful platform built for private equity.
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Auto-tag emails, meetings, and docs
Customizable pipeline that adapts to your firm
Built-in data enrichment, no subscriptions needed
Flexible reporting for smarter decisions
Elevate your pipeline performance with Meridian
Make confident, data-driven decisions on which deals to push forward, and which to kill.
Automatic deal activity capture and tagging
Meridian syncs emails, tags companies, logs meetings, and extracts CIM data with zero lift.
Customizable pipeline for your firm’s workflows
Customize views, stages, and workflows in a modern, intuitive interface that makes managing deals faster and smarter.
Built-in data enrichment, no extra subscriptions
Meridian bundles verified data on millions of companies and executives directly into your CRM, no copy-pasting required.
Flexible reporting that adapts to your process
Customize dashboards, track pipeline metrics, and generate insights, without switching tools or exporting data.
Don’t let your CRM be the reason you’re missing deal opportunities.
Meridian brings value across the deal team with customized workflows and data-driven insights for every level of seniority.
How Meridian keeps your deals moving
Intelligent automation powers your pipeline with clean data and real-time insights baked in.
Frequently Asked Questions
Do I still need PitchBook or Capital IQ?
How does Meridian capture emails and meetings?
What happens to my existing pipeline?
How long does it take to get started?
Is Meridian secure enough for private equity firms?
More than just deal flow
Meridian combines deal management with AI, data, and market intelligence to help you source smarter and act faster.
Integrated, enriched deal and market data
Market mapping and thematic sourcing
Auto-generated tear sheets from CIMs
Platform Overview
