fundraising

Fundraising and deal flow, all in one place

Track LP activity, manage multi-close workflows, and prep for meetings in seconds. And do it all within the same platform your team uses to source and diligence deals.

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Unified CRM for fundraising + deal flow

Purpose-built for private capital workflows

AI-powered notes and activity capture

Tear sheets, reports, and LP prep in seconds

CRM designed for private capital fundraising

Meridian lets you manage multiple raises, map commitments, and prep fast with AI-powered notes and tear sheets.

CRM logic that mirrors your fund structure

Capture and organize every touchpoint across firm, fund, and contact, without workarounds or extra fields.

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One-click data extraction and document creation

Generate real-time fundraising reports, LP activity logs, and commitment summaries to prep for roadshows or LP updates.

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Automatic activity capture and tagging

Automatically log LP emails, calls, and meetings directly from Outlook or Gmail. No tab switching. No manual entry.

Built-in data and support for external data

Meridian enriches LP and allocator records through built-in data and API integrations with Preqin and other sources.

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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.

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Why fundraising belongs inside your CRM

Meridian lets you run IR and deal sourcing in one platform — or side by side with firewalled access — so your team moves faster.

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Structured multi-fund tracking

Meridian natively supports multiple fund entities and simultaneous raises, giving you complete visibility across every LP and commitment.

Fast LP meeting prep

Generate commitment pipelines, tear sheets, and touchpoint history instantly before every meeting. No manual prep required.

Live view of your raise

See every touchpoint, every fund close, and every potential commitment in one structured, smart dashboard.

Frequently Asked Questions

Can Meridian track multiple funds and raises at once?

Yes. Meridian is designed to handle multiple fund entities, simultaneous raises, and multi-close workflows. You can track each LP across different funds and view commitment history across cycles.

Can we manage fundraising and deal flow together?

Meridian supports both in one platform, or you can maintain clean separation with instance-level firewalls and permissions

How does Meridian capture LP interactions?

Meridian captures LP interactions automatically. Native Outlook and Gmail integrations are supported by an AI agent that captures and logs emails, meetings, and notes into the CRM — even while you’re on the road.

What fundraising data sources does Meridian support?

Meridian integrates via API with providers like Preqin and others. We also enrich allocator profiles natively and are actively expanding data partnerships.

Can Meridian generate fundraising reports and tear sheets?

Meridian generates real-time LP summaries, commitment maps, and fundraising progress reports. No Excel exports or manual formatting required.

What’s the difference between Meridian and a traditional CRM for fundraising?

Meridian understands fund structures, commitment pacing, and LP engagement, and automates the prep and follow-up that typically waste hours of GP time.