Inside HiGro’s Claude Workflow
This private equity firm and Meridian customer connected Claude directly to their deal data through the Meridian MCP. Here’s what happened next.
What you’ll learn:
- How HiGro gets a daily pipeline briefing from Claude before the workday starts
- How the team preps for broker calls with deal history pulled from Meridian
- How they draft IC memos quickly by augmenting their internal analysis with structured CRM data
Who this helps:
- Deal teams already using Claude or ChatGPT who paste in data by hand
- Firms on legacy CRMs that weren't built to integrate with AI tools
- Investment leaders who want AI to have the full context of their firm's own deal history
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