The CRM for family offices & LPs

A CRM for family offices and LPs is software that tracks relationships, deals, and communications in one place. Meridian is an AI-native CRM built for family offices and LPs. It automatically captures emails, calendar events, meetings, and CIMs, so teams spend less time on manual data entry.

Meridian was built by investors, for investors. Generic CRMs are designed around sales pipelines. Meridian is tailored to private markets workflows and includes built-in company data. It also uses AI to keep records current without manual entry.

Meridian is tailored to match your workflow, so you can log every type of deal. That includes direct investments, co-investments, fund of funds, and real estate, all in one system.

Meridian includes 26M+ enriched company records out of the box, combining proprietary and public market data. No third-party data subscription is required. Meridian’s AI agents also crawl the web for new insights, so company and contact records stay current.

Meridian is AI-native and integrates into your existing workflow. Deal data, emails, calendar events, meetings, and CIMs flow into your CRM automatically. Records are enriched with built-in data, so your team doesn’t have to fill in the details.

Meridian’s Scout AI spots trends and patterns based on your past investments and structures the data into decision-ready reports. It can also generate KPIs and extract CIMs. With Live Deal Discovery, Meridian alerts you when new deals match your mandate.

Yes. Meridian is an open system of record. You can read and write to Meridian from Claude, ChatGPT, or any other MCP-enabled AI platform. You can also connect Meridian to other tools with APIs and webhooks.

Meridian offers dynamic reporting, customized dashboards, report templates, and AI-powered analytics. You can export to Excel or branded PDFs in one click.