The CRM built for investment banking

Win mandates, reach the right buyers, and maximize client outcomes with an AI-native CRM that connects sourcing to execution.

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Why investment banking firms choose Meridian

The AI-powered CRM designed for how deals actually get done.

Unified workflows

Simplify your deal workflow with built-in AI, enriched data, and deep integrations.

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High adoption rates

Increase adoption with auto-tagging, clean interfaces, and zero manual input.

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AI-powered insights

Leverage AI-powered benchmarks and predictions—so you never miss a deal.

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The CRM purpose-built for investment banking

Help your deal team work faster—from sourcing to IC prep to portfolio updates. Built by investors, for investors.

AI-Powered Sourcing

Find the next deal faster

Meridian’s AI helps deal teams surface more qualified opportunities and never miss a signal.

Market Mapping: Identify opportunities by theme, sector, and geography.

Predictive Sourcing: Spot trends and patterns based on past investments.

Live Deal Discovery: Get alerted when new deals match your thesis.

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automated workflows

Eliminate manual data entry

Emails, meetings, CIMs—Meridian captures and structures it all behind the scenes.

Outlook Sync: Seamlessly integrate with Outlook in one single click.

Auto-Tagging: Auto-tag emails, events, and documents to the right deals.

AI Data Extraction: Get structured metrics from CIMs and external data.

Built-In Intelligence

Ditch third-party data vendors

Proprietary and public market data are integrated directly into your pipeline.

26M+ Enriched Company Records: No PitchBook seat required.

Live Contact Database: Verified executives, sponsors, and co-investors.

Benchmarking: Evaluate your deals against private and public deal data.

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Frequently Asked Questions

Is Meridian secure enough for investment banking firms?

Yes. Meridian uses enterprise-grade security protocols, including SOC 2 compliance, SSO support, and full data encryption, trusted by leading private capital investors.

Can we tailor Meridian to match our firm’s workflows?

Yes. Unlike rigid CRMs, Meridian is fully configurable to match investment processes, pipeline tracking, and IC review workflows.

Where does your data come from?

We source from the same data providers as PitchBook and FactSet, but bundle it into Meridian at no extra cost. We also support third-party integrations.

Will we lose any of our historical data during migration?

No. Meridian imports, cleanses, and enriches your historical deal, contact, and activity data—giving you a stronger data foundation than you had before.

What integrations does Meridian support?

Meridian integrates with Outlook, SharePoint, OneDrive, Box, and (soon) Google Workspace—ensuring your emails, meetings, and documents are synced automatically to the right deals.

Will my team actually adopt this?

Yes, because Meridian is intuitive, fast, and requires minimal manual data entry. Most CRMs fail because they’re clunky and require constant updates. We automate workflows and data capture, which drives adoption.