Meridian.io

Meridian provides an AI-powered CRM and deal management platform for private equity firms, centralizing deal history, enriching data, and leveraging AI agents to automate workflows, source deals, and provide data-driven insights for better investment decisions. The platform manages relationships, automates insights from various data sources, and supports firms in deal origination and exit processes.

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Vendor Details

The AI-powered CRM and system of record for private markets.

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Pillar
Customer Experience & Relationship Management (CX/RM)
Primary SITech Category
Customer Intelligence
2nd SubCat
3rd SubCat
Tech Category
AI, Machine Learning, Workflow Automation
Data Coverage
Business & Firmographic (B2B) Data
Financial & Market Data
News & Editorial Media
Reviews & Ratings Data
Alternative / Niche Data
Data Sources
Online News & Editorial Media
Blogs & Independent Publishing
Review Platforms
First-Party Data Upload
Web Scraping / Crawling
AI/GenAI Type
AI Agents & Automation
Predictive AI & Analytics
Geographic Coverage
Global / Worldwide
Specialized Industries
Financial Services & FinTech
HQ Location
North America

Company Info

info@meridian-ai.com

Meridian provides an AI-powered CRM and deal management platform for private equity firms, centralizing deal history, enriching data, and leveraging AI agents to automate workflows, source deals, and provide data-driven insights for better investment decisions. The platform manages relationships, automates insights from various data sources, and supports firms in deal origination and exit processes.