The CRM built for investment bankers

Run tighter processes, win more mandates, and move faster with a CRM that connects buyer coverage to sell-side execution.

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Why investment banking firms choose Meridian

Meridian replaces your spreadsheet sprawl, email silos, and clunky CRM with a single system built for deal execution.

Unified buyer + seller pipelines

Track strategics, sponsors, portcos, and opportunities in one command center — buy-side and sell-side synced in real time.

Dashboard displaying company update for GIC stating approval of PE allocation increase to 15%, a list of company names including GIC, Vanguard Institutional Investors, State Street Global Advisors, and Starlight Solutions, and their corresponding pipeline stages labeled Fund 1, Fund 3, Final, Pursuing, and Close.

Process-ready automation

Auto-tag NDAs, CIMs, buyer comms, and meeting notes — so your team stays focused on closing, not admin.

User interface showing email from Jane Williamson, scheduled meetings including Weekly IC and Starlight Solutions financial overview, and a pop-up extracting data from document with company info placeholders and a financial memo preview.

Client-ready reporting

Dashboards, process updates, and buyer lists export cleanly — no more copy/paste into PowerPoint.

Screenshot of an active deals dashboard showing a list of four deals with stages and attached PDF files, overlaid on a bar chart indicating deal counts rising monthly from 2 in February to 17 in June.

Thematic coverage + timing alerts

Spot sector trends, funding cycles, and ownership changes — know who’s active before the auction starts.

Coverage map showing healthcare categories and companies positioned on a graph with axes labeled 'Prioritized' and 'Stage'.

The CRM purpose-built for investment banking

Meridian gives investment bankers coverage that scales, process control without friction, and reporting that’s ready for the client.

AI-Powered Sourcing

Smarter coverage, faster mandates

Meridian continuously maps markets and surfaces buyers — so you walk into pitches with more insight and more leverage.

Thematic Sourcing: Identify buyers by theme, sector, or geography.

Sponsor Matching: Align portfolio ownership with new opportunities.

Timing Alerts: Know when a sponsor re-funds or strategics return.

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automated workflows

Eliminate manual banker work

Meridian captures emails, CIMs, and calendar events behind the scenes — structuring the noise into leverage.

Outlook & Google Workspace Sync: Auto-ingest every interaction.

Auto-Tagging: NDAs, CIMs, IOIs routed to the right process automatically.

AI Extraction: CIMs summarized and tear sheets generated instantly.

Built-In Intelligence

Data that closes deals

Meridian combines private and public data into one view — so you walk into every call informed and armed.

26M+ Enriched Company Records: Proprietary + public market data.

Live Contacts: Sponsors, strategics, and execs linked to live mandates.

Benchmarking: Compare deal activity, multiples, and comps in-pipeline.

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Frequently Asked Questions

Is Meridian secure enough for banking workflows?

Yes. SOC 2, SSO, and full enterprise-grade encryption included.

Can we tailor Meridian to our processes?

Absolutely. Sell-side, buy-side, capital raise — it’s fully configurable.

How fast can we migrate to Meridian?

Most firms go live in under 6 weeks — including historical enrichment.

Where does your data come from?

We combine proprietary + public sources and also integrate your third-party tools (PitchBook, SourceScrub, etc.).

Will we lose any of our historical data during migration?

No. We ingest, cleanse, and structure your legacy data — making it better than when you started.

What integrations does Meridian support?

Outlook, SharePoint, OneDrive, Box, and Google Workspace — with full calendar, email, and doc sync.

Will bankers actually adopt this?

Yes. It runs natively inside Outlook and auto-syncs in the background — adoption is seamless.

Explore Meridian’s core capabilities

Deal flow management

A dashboard showing Pipeline Review Meeting details dated Monday, June 19 from 9:30 to 10:30 AM with a link to join. The table lists three deals, each in 'New Deal' stage with check sizes of $72.8mm, $62.7mm, and $77.4mm. On the right, Microsoft Outlook is shown synced with Email Sync listing SurgeSync Electronics and Peak Logistics, each with 1 recipient.

Automatic data enrichment

Powerful AI agent, Scout

Screenshot of AI-powered interface extracting data from a document with a progress bar and options to summarize, improve writing, shorten, lengthen, or simplify text.

Smart, proactive deal sourcing

Dashboard interface showing a Market Map with sectors RegTech, Fintech, Healthcare, and Industrials on the left, and a deal decision table on the right listing deals with statuses: Caution, Declined, and Proceed.