Audience
Investment teams at private-equity, growth-equity and other private-markets firms seeking a solution to manage sourcing, evaluation and firm-wide collaboration
About Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data.
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Company Information
Meridian
Founded: 2023
United States
www.meridian-ai.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
24/7 Live Support
Online
Meridian Frequently Asked Questions
Q: What kinds of users and organization types does Meridian work with?
Meridian works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Meridian support in their product?
Meridian supports these languages: English.
Q: What kind of support options does Meridian offer?
Meridian offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Meridian integrate with?
Meridian integrates with: Altvia, Apex, Box, Dropbox, Gmail, Google Calendar, Microsoft Outlook, Microsoft OneDrive, Raylu, and Microsoft SharePoint.
Q: Does Meridian have an API?
Yes, Meridian has an API.
Q: What type of training does Meridian provide?
Meridian provides training in the form of documentation and live online.
