What Meridian does

Meridian AI, Inc. is a software company that builds an AI-native CRM and system of record for institutional private markets, with headquarters in Miami and an additional office in New York. The platform combines CRM, workflow automation, and proprietary AI agents, with Scout AI positioned as the primary intelligence layer powering deal sourcing, CIM summarization, company benchmarking, and IC-ready insights. Adjacent modules include Deal Flow Management, Data Enrichment (with 26M+ company records), Deal Sourcing, Thematic Mapping, Fundraising/IR, and Reporting. A second product line, Meridian Frame, was launched in November 2025 as an AI-powered document builder that converts CIMs and decks into branded, scored tear sheets.

The technology stack is multi-agent and built on frontier third-party models, with OpenAI capabilities delivered through Azure AI Search and Anthropic Claude used across the platform, both under enterprise agreements that exclude customer data from model training. The platform exposes a public API, a webhook system with HMAC authentication, and a Model Context Protocol (MCP) integration that allows Claude and ChatGPT to query Meridian data with existing permissions intact. Integrations cover Outlook, Gmail, Google Calendar, SharePoint, OneDrive, Box, and Google Workspace. The company holds SOC 2 Type 2 and is certified under the EU-U.S. and Swiss-U.S. Data Privacy Frameworks.

Meridian operates a SaaS subscription model. The core CRM is sold via enterprise quote-based pricing with white-glove implementation that includes data migration, cleansing, and enrichment, typically completing in 4-12 weeks. Meridian Frame is sold on transparent per-user pricing of $100/month or $1,200/year with a 10-day free trial, functioning as a product-led growth entry point to the broader platform. Go-to-market combines enterprise direct sales, inside sales, and product-led growth through Frame, targeting private equity, venture capital, investment banking, private credit, and corporate M&A teams. The company is led by founder and CEO Alexander Sen, a former investor at Blackstone, Thoma Bravo, and CVC, and was capitalized with a $7 million seed round in June 2025 led by 645 Ventures.

Name

Meridian

Legal name

Meridian AI, Inc.

Website

https://meridian-ai.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

Meridian AI is an AI-native CRM and system of record for institutional private markets, combining deal flow management, data enrichment across 26M+ company records, and proprietary AI agents for sourcing and analysis, serving private equity, venture capital, investment banking, private credit, and corporate M&A teams.

Ownership category

akta.pro rank

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. CRM Platform Subscription: SaaS subscription model for AI-powered CRM platform for private markets. Pricing is quote-based / not publicly disclosed for enterprise tier. Includes built-in data enrichment at no additional cost.
2. Meridian Frame Subscription: Per-user subscription for AI-powered tear sheet creation. $100/month per user or $1,200/year with $240 annual savings. Includes unlimited tear sheet creation, access to all templates, advanced deal scoring, unlimited downloads, market intelligence, and priority support.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Meridian is an AI-native CRM and system of record built specifically for institutional private markets investors. The platform unifies deal flow management, data enrichment, and proprietary AI agents (Scout AI) to automate sourcing, evaluation, and portfolio workflows for private equity, venture capital, investment banking, private credit, and corporate M&A teams. It also offers Meridian Frame, a standalone AI-powered document builder that converts CIMs and decks into branded tear sheets.

Product overview

Meridian is an AI-native CRM platform and system of record for private markets investing, offered as a unified platform with integrated modules. The core Meridian Platform combines CRM, workflow automation, and proprietary AI tools, with Scout AI serving as the primary AI agent for deal sourcing and insights. Key integrated modules include Deal Flow Management, Data Enrichment (with 26M+ company records), Deal Sourcing, Fundraising, Reporting, and Thematic Mapping. Frame is a standalone AI document builder for tear sheet creation that integrates with the broader platform. The platform supports API, webhooks, and MCP integrations for enterprise connectivity, with white-glove implementation services for deployment.

Differentiator

Problem solved

Functional benefit

Brands

• Meridian Frame: AI-powered tear sheet creation tool for investment professionals that transforms investment documents into professional tear sheets in minutes with automatic deal scoring.
• Scout AI

Products and services

• Meridian Platform
• Meridian Frame

Quantifiable outcome

• Most firms fully migrated and live on Meridian within 4-6 weeks (from Salesforce) or 6-12 weeks (from DealCloud)
• +2 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability9 records

Feature9 records

Partnerships

Three partnerships are on record, tiered core.

• OpenAIcoreTechnology or IntegrationMeridian leverages OpenAI capabilities through Azure AI Search for Scout assistant and search functionalities. Enterprise agreement ensures customer data is not used for model training. Used for CIM summarization and answering user questions.
• AnthropiccoreTechnology or IntegrationAnthropic's Claude models are used across Meridian's platform to process CRM data and provide platform features. Enterprise agreement ensures data is not used for model training.
• MicrosoftcoreTechnology or IntegrationMeridian's Outlook add-in uses Microsoft Graph API permissions (openid, user.read, files.read, profile) for email synchronization features. OAuth 2.0 authentication secures access. Also available as sign-in option for Frame.

Scale indicators5 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• Salesforce: General-purpose CRM incumbent used by many PE firms prior to migrating to Meridian. Competes broadly via Salesforce Financial Services Cloud and PE-specific AppExchange partners rather than as a focused vertical product.
• Pitchbook: Dominant PE/VC data and research platform. While not a CRM, it sits in the same private-markets tech stack that Meridian is repositioning and consolidating via built-in enrichment.
• HubSpot: General-purpose CRM and marketing platform occasionally used by smaller PE and VC firms. Competes on adjacent workflow automation rather than PE-specific deal intelligence.

Direct peers

• DealCloud: Long-standing PE/VC CRM and deal management platform serving many of the same buy-side and banking firms. Meridian explicitly competes against DealCloud in head-to-head enterprise evaluations, positioning itself as the AI-native alternative.
• Dynamo Software: Vertical SaaS platform purpose-built for alternative investment managers, offering CRM, deal flow, investor relations, and portfolio monitoring. Direct competitor in the PE technology stack and a named alternative Meridian positions against.
• Grata: AI-driven deal sourcing and company intelligence platform for private equity. Overlaps with Meridian's Scout AI and data-enrichment modules and is cited as a third-party data subscription Meridian's bundled enrichment can replace.
• SourceScrub: Private market deal sourcing data platform serving PE and corporate development teams. Like Grata, it is explicitly named by Meridian as a replaceable third-party data subscription.
• Affinity: Relationship intelligence and deal CRM for private capital, VCs, and investment banking. Targets the same buyer personas as Meridian and is one of the named incumbents Meridian has displaced in evaluations at top 10 PE firms.

Emerging players

• Cobalt Intelligence: AI-driven business intelligence and research tools for the private capital ecosystem. Emerging player overlapping with Meridian's Scout AI capabilities for company research and deal benchmarking.
• Attio: Modern, AI-native CRM platform with a flexible data model. While not PE-focused, Attio's AI-first positioning and developer-friendly architecture make it a comparable next-generation CRM philosophy that could encroach on Meridian's lower end of market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/meridianai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Meridian