Related Products
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About
Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.
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About
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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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Finance professionals and teams that want to automate complex financial workflows and produce high-quality deliverables faster and more efficiently
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Audience
Investment teams at private-equity, growth-equity and other private-markets firms seeking a solution to manage sourcing, evaluation and firm-wide collaboration
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFarsight
Founded: 2022
United States
www.farsight-ai.com
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Company InformationMeridian
Founded: 2023
United States
www.meridian-ai.com
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Categories |
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Integrations
Microsoft Outlook
Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
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Integrations
Microsoft Outlook
Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
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