Deal Flow Management

The smarter way to source better deals

Meridian captures your deal activity automatically, enriches your data in real time, 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.

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Customizable pipeline for your firm’s workflows

Customize views, stages, and workflows in a modern, intuitive interface that makes managing deals faster and smarter.

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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.

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Don't let your CRM be the reason why you're missing the best deal opportunities.

Meridian brings value across the deal team with customized workflows and data-driven insights for every level of seniority.

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How Meridian keeps your deals moving

Intelligent automation powers your pipeline from first touch to close, with clean data and real-time insights baked in.

Frequently Asked Questions

Do I still need PitchBook or Capital IQ?

No. Meridian includes built-in enrichment with live deal data, company profiles, and benchmarks, so you can eliminate redundant third-party subscriptions.

How does Meridian capture emails and meetings?

Meridian integrates with Outlook and Google Workspace to automatically log deal-related emails, meetings, and contacts without any manual tagging.

What happens to my existing pipeline?

We handle the migration for you, including historical data, workflows, and field mapping, so there’s no disruption to your deal flow.

How long does it take to get started?

Firms can migrate to Meridian in weeks, not months. Our team handles onboarding and setup end-to-end, so you can focus on 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.

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

The smarter way to source better deals

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

Automatic deal activity capture and tagging

Customizable pipeline for your firm’s workflows

Built-in data enrichment, no extra subscriptions

Flexible reporting that adapts to your process

Don't let your CRM be the reason why you're missing the best deal opportunities.

How Meridian keeps your deals moving

Track

Benchmark

Prioritize

Frequently Asked Questions

More than just deal flow

Integrated, enriched deal and market data

Market mapping and thematic sourcing

Auto-generated tear sheets from CIMs

The smarter way to source better deals

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

Automatic deal activity capture and tagging

Customizable pipeline for your firm’s workflows

Built-in data enrichment, no extra subscriptions

Flexible reporting that adapts to your process

Don't let your CRM be the reason why you're missing the best deal opportunities.

How Meridian keeps your deals moving

Track

Benchmark

Prioritize

Frequently Asked Questions

More than just deal flow

Integrated, enriched deal and market data

Market mapping and thematic sourcing

Auto-generated tear sheets from CIMs

Discover how Meridian can streamline deal sourcing and enhance your decision-making