Built on a foundation of standardized, centralized data, the Meridian platform helps GPs raise capital, onboard investors, and manage relationships — with real-time visibility into the LP base and the confidence that every interaction is informed by complete, consistent information.
Five connected products that work seamlessly together — from the moment an investor commits to every distribution and report that follows.
A single, intuitive portal that unifies every investor workflow into one source of truth — designed to simplify operations and deliver a best-in-class LP experience.
Automated workflows, investor activity alerts, and fundraising insights help IR teams raise capital faster and strengthen investor relationships.
End-to-end LP onboarding tailored to diverse fund structures, investor types, and AML/KYC programs within a single, streamlined workflow.
Deliver timely, accurate, and personalized investor reports — capital calls, distributions, performance statements, and asset summaries — with automated workflows that reduce manual work and eliminate errors.
Built directly into the platform to streamline workflows, turn data into insights, elevate the investor experience, and make fund administration more accurate and transparent.
From emerging managers to global institutions, teams choose Meridian to elevate the LP experience.
"Meridian gives our finance team a head start in managing data. It was a significant step change in our LP management — we moved into a digital and secure model."
"It's flexible, functional, and easy to learn. The combination of CRM and investor reporting tools has streamlined our operations, saving time and resources."
"We wanted our technology to match the quality our investors expect. It needed to be current, streamlined, and adaptable. Meridian helps us get every interaction right."
Tell us about your fund and we'll set up a personalized walkthrough — typically within one business day.