The CRM built for private credit

Benchmark faster, underwrite smarter, and act on opportunities quickly with an AI-native CRM designed for credit investors.

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Why private credit firms choose Meridian

The AI-powered CRM designed for speed in underwriting and sourcing.

Faster underwriting

Auto-extract KPIs, terms, and red flags from CIMs and documents, so your team moves from intake to decision in hours, not weeks.

Benchmarking built-in

Compare spreads, structures, and outcomes against 26M+ company profiles and your own historical deals.

Table comparing payment deals with columns for Deal Title, Check size, and Valuation, featuring logos and blurred details for four deals below a header stating comparison for Starlight Solutions' metrics.

Smarter thematic sourcing

Spot opportunities earlier with thematic mapping and alerts tied to refinancing cycles, fundraises, or distressed signals.

User interface card for Starlight Solutions showing AI insights: company raised 2M investments with a suggestion to send a proposal to their CEO, and Michael Anderson waiting for a reply about 2 days, each with a Send Email button.

High adoption, zero friction

Outlook-first, automated tagging, clean interface, so your team doesn’t need to change workflows to benefit.

Mobile screen showing an Investment Committee meeting scheduled for Monday, June 19 at 9:30 AM with agenda and deals including Starlight Solutions Buyout 2024; email sync status partially visible behind.

Reporting that matters

Share dashboards with ICs and LPs, track portfolio performance, and generate reports without leaving Meridian.

Dashboard showing Active Deals with a table listing deal names, stages, and attachments, and a bar chart below displaying deal counts from February to June.

The CRM purpose-built for private credit

From sourcing to underwriting to portfolio tracking, Meridian helps private credit firms make more confident credit decisions.

AI-Powered Sourcing

Source better opportunities, earlier

Meridian’s AI surfaces refinancing cycles, fundraising activity, and credit signals so your team acts before competitors.

Market Mapping: Identify credits by sector, geography, or structure.

Signal Alerts: Track refinancing cycles and fundraising activity early.

Live Discovery: Surface opportunities from banker pipelines in real time.

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automated workflows

Eliminate manual underwriting tasks

Meridian auto-tags every document, call, and memo to the right deal, while AI structures KPIs, covenants, and terms.

Outlook Sync: Emails, CIMs, and banker decks captured in one click.

Auto-Tagging: Credit memos, calls, and files linked automatically to deals.

AI Extraction: Auto-generate tear sheets with covenants, KPIs, and terms.

Built-In Intelligence

Benchmarking without extra vendors

All the comparables you need, including spreads, terms, and outcomes, are built into Meridian, no extra vendors required.

26M+ Enriched Company Records: Proprietary + public data bundled in.

Credit Comparables: Benchmark spreads, structures, and outcomes.

Portfolio Insights: Track borrower performance + covenant compliance.

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Frequently Asked Questions

Is Meridian secure enough for private credit firms?

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

How does Meridian speed up underwriting?

AI extracts KPIs, terms, and red flags from CIMs and memos, giving your team clean tear sheets and benchmarks in hours, not weeks.

Can we tailor Meridian to our credit process?

Yes. Meridian is fully configurable to match underwriting workflows, pipeline reviews, and IC templates.

Where does the data come from?

We source from proprietary and public providers (the same as PitchBook and FactSet) and bundle them 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, borrower, and contact data, giving you a stronger foundation than before.

Where does your data come from?

Meridian integrates with Outlook, SharePoint, OneDrive, Box, and Google Workspace, ensuring your documents and communications are always tagged to the right deals.

Will my team actually adopt this?

Yes. Meridian is Outlook-first and runs in the background. Automation replaces manual tracking, so credit teams can focus on deals, not data entry.

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.