PrivateMetrics
Meridian Platform
The Fund Investment Program Platform
for Institutional LPs
The AI-augmented platform institutional LPs use to manage private-markets fund investment programs — supporting both investment teams (decisions) and operations teams (program operations), across 7 asset classes, with fiduciary-grade traceability throughout.
Platform
Complete Fund Lifecycle Management
From fund sourcing and due diligence through commitment pacing, portfolio monitoring, and board reporting — Meridian covers every stage of your private market fund program.
Fund Portfolio Management
See your entire fund investment program in one view — commitments, NAV, unfunded capital, and performance across every fund and asset class. Always know where your capital stands.
ILPA 2025 alignedFund Pipeline & Evaluation
Find the right funds faster. Move opportunities through a structured 5-stage pipeline — source, screen, diligence, IC review, commit. Screening produces a per-fund advance/decline/hold verdict across nine fit dimensions, so 4-12 weeks of due diligence goes only to funds that warrant it.
5-stage pipelineFund Simulation & Optimization
Model any fund before you commit and pace your whole program before cash calls land. Simulate returns, fee drag, and cash flows across 7 asset classes; optimize commitment pacing across every fund you own and every fund you might.
Whole-program pacingRisk & Liquidity Management
Know before quarter-end whether a capital call will strain your cash. Forecast commitment requirements quarterly with monthly-resolution simulation, so you're never over-committed by surprise. Run probability-weighted stress-scenario ensembles over your portfolio.
Probability-weighted stress ensemblesAI-Assisted Sourcing Research
A structured workspace for per-fund decision memos. Six research channels query a 7,200-firm public-research substrate (SEC + Wikipedia + GLEIF), produce citation-tagged rationale prose with click-through source chips, surface verification gaps against per-asset-class institutional thresholds, and generate a methodology-appendix PDF for IC packets — every session, end-to-end.
Citation chips + Methodology PDFFiduciary Governance
Demonstrate fiduciary prudence at every step. Track conflict disclosures, manage IC meetings with quorum and voting records, monitor valuation alerts, and maintain ERISA compliance — with a single fiduciary score.
ERISA compliantCustom Reporting
Generate board-ready reports in minutes. Six report types, 21 composable section blocks, and a template builder that lets you assemble exactly the report your board or consultant needs — with AI-drafted narratives.
6 report typesUnder the Hood
Built on rigorous quantitative foundations
Operational efficiency only works if the numbers beneath it hold up to investment-committee scrutiny. Meridian's analytics are built for that audience — even if most days you'll never have to look at them directly.
Preview
See Meridian in Action
Real platform views — not mockups
Portfolio Overview Dashboard
Allocation & Exposure Analysis
Pipeline & Evaluation Dashboard
Command Center & AI Assistant
AI-Assisted Fund Sourcing
Fiduciary Governance Dashboard
Custom Report Builder
Preview the Platform
Enter your details to view live screenshots of the Meridian platform.
Solutions
Who We Serve
Meridian leads with the institutions that define the platform's design requirements. Adjacent audiences benefit from the same architecture.
Institutional LPs
PrimaryMid-sized public pensions, endowments, sovereign wealth funds, and foundations managing $1–10B in private-market allocations. The core audience Meridian is built for — priced and scoped to serve institutions the enterprise incumbents have priced out of reach.
Learn More →Fund of Funds
PrimaryMulti-manager programs running commitment pacing, cross-fund construction, and consolidated performance reporting across 30+ fund relationships.
Learn More →Also Serving
Family Offices
Multi-generation fund portfolios with the same analytical foundations used by pension funds and endowments.
Private Debt Investors
Loan-level analytics and credit risk modeling for private credit, mezzanine, and CLO fund investments.
Service Providers
Organization-scoped tenancy for consulting firms and administrators managing multiple client portfolios.
Design Partner Program
Pre-GAMeridian is pre-general-availability. The Design Partner Program is open for conversations with a selective cohort of institutions.
The platform is production-built — 3,599+ tests, seven asset classes, full LP lifecycle coverage — and ready for guided deployment with institutions willing to shape its evolution ahead of general availability.
Design partners work with us to configure the platform against their actual portfolio and workflows. In exchange, they get institutional-grade infrastructure at Pre-GA terms, direct influence on the roadmap, and the kind of hands-on attention that only exists before a product scales.
If your institution is considering how AI should be deployed in private-markets investment operations, we'd welcome a conversation. We can only accommodate a small cohort during this phase, and we're selective about fit — on both sides.
Ready to support your fund investment program with confidence?
See how Meridian helps institutional LPs source, evaluate, and monitor private market funds.