Meridian AI CRM

Meridian AI

About this app

Let AI do the manual, repetitive work so you can focus on the human side of private markets investing.

Meridian is the CRM and system of record for deal teams. Keep your deal data in your pocket, so all the context you need for any conversation, anywhere, is just one tap away.

You’ll source more deals, faster, with Meridian in your pocket.

WHAT YOU CAN DO WITH THE MERIDIAN COMPANION APP

- Search everything. Find deals, companies, people, meetings, and notes with one search bar.
- Get the full context. Open a deal, company, or person record, and see the history that matters before you walk into the room.
- Log meetings on the spot. Capture attendees, notes, and details while they're fresh.
- Add notes with rich text. Format your thoughts in the moment, and tag the people and records they relate to so nothing gets lost.
- Stay in sync. Everything you capture on the mobile app appears in the web app immediately.

BUILT FOR HOW PRIVATE MARKET DEALS ACTUALLY HAPPEN

Deal work doesn't happen at a desk. It happens in a lobby before a pitch, in a cab after a partner meeting, and in the ten minutes between calls. The Meridian Companion app is built for those moments: It’s fast to open, easy to search, and quick to write to.