Meridian

Meridian Frame is built for investment pros, not casual AI users. It understands deal stages, CIM structure, and the sections your IC expects, so you spend less time cleaning up and more time pushing deals forward. • Customizable deal scoring tailored to your mandate • Precise extraction of financials, KPIs, risks, and qualitative insights • Consistent, shareable outputs in minutes • Formatting that mirrors your firm’s exact tear-sheet template Upload a document, select your template, and get a polished tear sheet in minutes. Now live with a 10-day free trial 👉 https://lnkd.in/dKZpnUcq

Meridian has a wide range of AI tools and agentic workflows inside our platform, and for the first time we’re releasing one of them as a standalone product: our AI-powered document processing and creation tool. Introducing Frame by Meridian. Frame converts CIMs and long investment decks into clean, on-brand tear sheets with structured financials, key metrics, risks, qualitative drivers, and configurable deal scoring. The result is a dramatically faster and more consistent first pass across high-volume deal flow. What Frame delivers: • Customizable deal scoring tailored to your mandate • Precise extraction of financials, KPIs, risks, and qualitative insights • Consistent, shareable outputs in minutes • Formatting that mirrors your firm’s exact tear-sheet template Upload a document, select your template, and get a polished tear sheet in minutes. Now live with a 10-day free trial. Let us know what you think!!! 👉 👉 https://lnkd.in/dKZpnUcq

Pulling all-nighters to justify a deal? Frame turns your firm’s criteria into a clear, weighted score on the tear sheet. Upload your CIM and get an on-brand tear sheet with structured financials, key metrics, risks, qualitative drivers, and configurable deal scoring. The result is a dramatically faster and more consistent first pass across high-volume deal flow. Try Meridian Frame for free 👉 https://lnkd.in/dKZpnUcq

Too many PE firms still treat technology as overhead. Something to keep the lights on. But in reality, tech is one of the few true levers for alpha. Firms that embrace it are able to: - Source more intelligently - Diligence faster and with more precision - Drive real operational improvements post-close The gap between firms that see tech as cost vs. those that see it as strategy is only widening. The winners won’t be the firms with the lowest G&A. They’ll be the ones that treat technology as central to their edge.

A full pipeline looks good on paper. But if you look closer, most lists are full of cold deals and opportunities that aren’t going anywhere. When teams only track volume, the real signals get lost: - Which deals are actually active? - Where are things truly stuck? - Who’s following up, and who’s not? That’s where most CRMs fall short. They make it hard to see real momentum. Meridian is a CRM for private markets that goes beyond a list. Our tools help deal teams focus on progress, not just pipeline size. You see at a glance which deals are moving, which are stalled, and where to act next. Because a healthy pipeline isn’t measured by length. It’s measured by deals in motion. How do you track momentum on your team?

With Meridian Frame, scoring deals has never been easier. It’s one of Frame’s features we are particularly proud of. Here’s how it works: 1. Set your criteria Turn your mandate into factors, such as market size, growth, margin profile, customer concentration, founder ownership, process type, tech debt, churn risk, etc. You can then mark each as positive or negative and assign weights. Save these as a scoring model for your fund, strategy, or sector. 2. Upload the CIM Frame parses financials, KPIs, risks, and qualitative notes and fields populate automatically. No re-keying from PDFs. 3. Auto-score with full explainability Frame applies your model and returns a single score with a clear breakdown. See what moved the number, by how much, and why. Every factor is visible and editable. 4. Decide faster Compare targets side by side. Filter by score bands for a clean first pass. Export an IC-ready tear sheet with the score and the driver table. Why should you score deals using Frame: 💯 Consistency across high-volume deal flow 💯 A transparent number that the whole team understands 💯 Less debate about definitions, more time on the thesis 💯 An audit trail for IC and LPs 💯 Minutes to a decision instead of hours of manual work The result is a faster, cleaner first pass that aligns the team and surfaces real outliers worth chasing. Start your 10-day free trial now 👉 https://lnkd.in/dKZpnUcq