Meridian AI Inc.

Founded in 2023, Meridian AI Inc. specializes in providing an advanced CRM solution tailored for private equity firms, enhancing deal management and workflow efficiency through AI-driven insights and automation. Meridian AI Inc. operates in the private equity sector by offering a specialized CRM platform that centralizes deal history and empowers firms with AI capabilities.

Headquartered in Miami, US, the company was founded in 2023. The latest funding round took place in June 2024, where the company raised USD 7. 00 mn led by 645 Ventures, with participation from Chaac Ventures. The total amount raised by Meridian AI is USD 7.

00 mn as of the most recent deal on June 23, 2025. Meridian offers a CRM solution designed specifically for private equity firms, which focuses on centralizing deal history, enriching data via AI, and streamlining workflows for broader adoption and proprietary deal generation. The platform features AI-powered deal sourcing to identify potential opportunities, predictive insights based on historical data, and automated deal tracking. Meridian integrates with Outlook for email and meeting log automation, continuously updating its database of over 26 million company records, and serves investment firms managing over USD 1 trillion in assets across North America, Europe, and Asia.

Meridian employs a subscription-based revenue model, providing clients with access to its CRM and AI-driven features through tailored pricing plans. The client base includes private equity firms, investment banks, and corporate M&A teams. Revenue is generated from these subscription agreements which facilitate deal management and enhance investment insights, with offerings like the AI agent Scout and market analysis tools. This business-to-business model enables organizations to optimize their decision-making processes effectively within the private equity space.

Meridian AI Inc. plans to leverage the USD 7. 00 mn raised in June 2024 to enhance its product offerings, including the development of new features within its CRM platform. The company aims to expand into new geographic regions, targeting specific markets in Asia and Europe by the end of 2025.

Recent funding will support the development efforts and facilitate market entry initiatives.