Meridian

Is your firm’s CRM holding you back from sourcing better deals? We felt the same way when we were in PE - dealing with clunky, outdated CRMs that made our jobs harder, not easier. That’s why we built Meridian, the CRM that just works for private equity. Meridian is quickly being adopted by the world’s leading PE firms. Book a demo with our CEO today: https://lnkd.in/dBPjqnRH

When our customers first come to us, they're sick and tired of their clunky, outdated CRMs. That's why we built Meridian, the CRM that actually works for private equity. If any of these quotes seem familiar then reach out for a demo! https://lnkd.in/emQp7saY

Private equity firms are sitting on a treasure trove of information. VDRs, CIMs and IC memos are gold mines of data. But most of it is currently buried in emails, making effective analytics impossible. Meridian's AI agent, Scout, can instantly run complex benchmark sets, leveraging all of your data. 🤔 So what do you think - Will PE firms switch from outdated, legacy CRMs to next-gen, AI-powered ones? #meridianAI #AI #CRM #PrivateEquity

At Meridian, we're fortunate to work with some of the top PE firms in the industry, and we speak to hundreds more every month. One thing we hear over and over: effective investment committees are game-changers. IC is the single most important meeting that happens at your firm every week. It represents the culmination of all the work deal teams are doing sourcing and evaluating new deals. Is your IC process as effective as it could be? 👉 Discover the key principles to running impactful IC meetings: https://lnkd.in/exX8MU96

Associates spend hours manually copying data from CIMs and memos into CRMs. What a waste of time! With Meridian's AI data extraction, deal metrics get automatically pulled into your CRM from any document with 100% accuracy. This allows you to benchmark every new deal against every other deal you've seen. If your firm is looking to build a deal benchmark set without wasting time manually entering data, reach out and we can show you why Meridian is the best tool out there for deal teams. https://lnkd.in/eB3M3QVi

In 2023, I left Thoma Bravo to found Meridian. Leaving private equity to found a new company is not easy. As someone in their early thirties in PE, the golden handcuffs are real. But as the opportunity crystallized in my mind, I knew I had to take the leap. After a decade investing at top firms like Blackstone and Thoma Bravo, I saw that one of the most recurring themes was the constant frustration investors had with bad software. I had a front-row seat to three CRM implementations. All three projects were a disaster, even though we had chosen the top two CRM providers in the industry. I won’t name names, but you know who they are. The software was old, clunky and close to impossible to tailor towards firm-specific workflows. They were also massively expensive. I realized I could build a 10x better tool myself and provide PE firms with an ROI not just on time and cost savings (although these are significant), but more importantly, could help firms source better deals more efficiently. Read more about the journey here: https://lnkd.in/eJqRfnTC

A year ago, I announced the launch of Meridian - a next-generation CRM and deal management platform for private equity investors. Since then, we've made incredible progress. Our team has grown to 25 people, and some of the world's largest firms are already using Meridian to manage their deal pipelines and investment committees. Getting good deals done is more competitive than ever. If you're using legacy software and data tools, you've already fallen behind. After a year of focused development, we're so excited to be launching our product beyond our amazing design partners. If you're a PE investor who's tired of your old, clunky CRM then check out our new website: https://lnkd.in/eY2EgbSN I'd love to give you a demo!