Meridian provides AI-powered deal management and CRM software tailored for private markets investors. Their platform is designed to help investment professionals source deals thematically, streamline deal pipelines, and support informed decision-making at the investment committee stage.
Meridian’s software addresses the complexities faced by private markets investors—such as venture capital, private equity, and similar asset managers—by offering tools to organize, track, and analyze deal flow more efficiently. Their system enables users to:
- Source deals based on thematic criteria
- Manage and prioritize pipeline opportunities
- Centralize deal information and communications
- Leverage AI insights for better investment committee decisions
How was Meridian started?
Meridian was founded by Alexander Sen (Founder & CEO) and Alex Zagoro (CTO). The leadership and broader team bring experience from leading investment firms, including Blackstone, Thoma Bravo, and CVC. Meridian operates across 7 countries on 3 continents, reflecting a global approach to private markets technology. You can read more about their team on their About page.
Who uses Meridian?
Meridian’s primary users are private markets investors and investment teams seeking to improve the efficiency and quality of their deal sourcing and pipeline management. This includes venture capital, private equity, and other institutional investors who require advanced tools to manage complex deal flows. Specific customer names are not publicly listed.
What makes Meridian different?
Meridian differentiates itself by integrating AI directly into the deal management and CRM process, allowing investors to gain actionable insights and automate manual workflows. This AI-powered approach aims to reduce administrative burden and support better decision-making throughout the investment lifecycle.
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