reporting

Custom data views for real pipeline clarity

Meridian turns your CRM into a powerful reporting engine — no BI tools, no SQL. Track deals, team activity, and sourcing themes with rich context and one-click exports.

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Line chart showing activity trends from Oct 27 to Nov 3 with meetings logged, emails logged, new companies, and new deals; callout boxes detail upcoming and new buyout deals with memo links, EBITDA, spread/pricing, and fund type as equity or credit.

Dynamic reporting across custom verticals

Instant tear sheet & contact brief generation

AI-powered analysis and data visualization

One-click export to Excel or branded PDFs

Context-rich reporting designed for deal teams

With AI-powered insights and PE-native filters, Meridian turns complex CRM data into clean, decision-ready reports.

Flexible deal pipeline visualization

Customize dashboards, track pipeline metrics, and generate insights, without switching tools or exporting data.

Dashboard showing a bar chart of deals at IC over time from January to June, a table template selection panel, and a Pod 1 Overview table listing active deals with deal names, stages, and attachments.

Dynamic views tailored to your workflow

Report by deal, company, interaction, or team member — with filters that match your fund structure and investment process.

User interface showing 'Create View' options with icons for Deals, Companies, People, Interactions, Staffing, and Activity Tracking; below is a leaderboard of associates with progress bars representing performance metrics.

Full-firm activity intelligence & analytics

Track emails, meetings, and outreach across your entire CRM to identify gaps and see what’s driving results.

Dashboard showing weekly sourcing activity with 142 meetings (up 27%), 623 emails (up 12%), 38 new companies (down 8%), and 17 new deals (up 48%). Meeting quality breakdown shows 24% active deals, 68% high priority, and 8% others, with call scores highlighting exploratory and pricing discussion calls.

AI that actually understands your funnel

Ask natural-language questions about your pipeline — AI agent Scout answers with charts, trends, and insights in seconds.

User interface with a search bar labeled 'How can I help you today?' featuring options to summarize recent activity, show deal flow trends, and list new deals, accompanied by key insights on pipeline health and source mix including data on active deals and auction-driven percentages.

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 reporting belongs inside your CRM

From sourcing patterns to partner activity, every report lives inside Meridian — always current, no manual prep required.

Dashboard showing counterparty engagement with top prospects and a recent meetings table listing meeting titles, associated companies, and meeting types including in-person and calls.

Always up-to-date reports

Every sourcing strategy, touchpoint, or staffing update is tracked automatically, so reports are ready when you are.

Context-rich insights

Scout AI combines structured deal fields with qualitative inputs (meeting notes, themes, AI scoring) to produce meaningful analysis.

Export-ready outputs

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

Frequently Asked Questions

Can we build custom reports on deals, sourcing activity, or contacts?

Yes. Meridian supports dynamic reporting across your entire CRM — deals, themes, time periods, owners, and more.

Can we export to Excel or PDFs?

Absolutely. You can export any report into a clean Excel file or white-labeled PDF formatted to your reporting style — great for partners, LPs, or internal reviews.

Does reporting support custom tags and fields?

Yes. You can filter and report by any custom field — thesis tags, deal stage, sourcing channel, or vertical.

What’s Scout and how does it help?

Scout is your AI data analyst. Ask questions like “Which sourcing themes have generated the most IC-ready deals in the last 6 months?” — Scout answers instantly with charts, tables, and insights.

Can Meridian generate fundraising reports and tear sheets?

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

Can we track how much time we’re spending on specific deals or targets?

Yes. Meridian tracks team engagement across contacts and companies, helping you understand where effort is going and what’s converting.

Can we generate tear sheets and contact summaries?

Yes. With one click, you can generate polished briefs on companies, deals, or LPs — complete with key stats, interaction history, and notes.