+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Pipedrive
    9,703 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • MeridianLink Opening
    19 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • 8am
    1,110 Ratings
    Visit Website
  • Orion
    18 Ratings
    Visit Website
  • Sage Intacct
    7,935 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website

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.

About

A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment teams at private-equity, growth-equity and other private-markets firms seeking a solution to manage sourcing, evaluation and firm-wide collaboration

Audience

Funds and venture capital

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Meridian
Founded: 2023
United States
www.meridian-ai.com

Company Information

Totem VC
United States
totemvc.com

Alternatives

Alternatives

MeridianLink Engage

MeridianLink Engage

MeridianLink
VESTBERRY

VESTBERRY

Vestberry

Categories

Categories

Integrations

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu

Integrations

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu
Claim Meridian and update features and information
Claim Meridian and update features and information
Claim Totem VC and update features and information
Claim Totem VC and update features and information