Institutional-Grade Fund Management for Family Offices
Build and monitor multi-generation fund portfolios with the same analytics pension funds and endowments use — without the enterprise complexity. For investment principals and the operations support function — typically the same person at smaller offices.
The Challenges Family Offices Face
Small Team, Big Portfolio
Managing a growing alternatives allocation with a lean investment team and limited analyst resources.
Lack of Institutional Tools
Consumer wealth platforms don't support PE fund structures, capital calls, or GP relationship management.
Due Diligence Gap
Without a structured DD framework, evaluation depth varies by deal and team member.
Reporting to Principals
Family principals expect clear, comprehensive reporting without the institutional bureaucracy.
How Meridian Helps
AI Research Assistant
Natural language queries about GPs, funds, and market trends — like having an analyst on demand.
Full Investment Lifecycle
From sourcing through portfolio monitoring in one platform — no more toggling between tools.
Structured Due Diligence
Comprehensive institutional-quality due diligence framework organized by category with progress tracking and document management.
Simplified Reporting
Clean portfolio dashboards and AI-generated summaries suitable for family principals and advisors.
Mandate Fit Scoring
Automated assessment of new opportunities against your investment policy parameters.
GP Relationship CRM
Track interactions, meetings, and history with every fund manager in your network.
AI Assistant researching a GP with portfolio context and relationship history
Preview the Platform
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See How Meridian Works for Family Offices
Schedule a personalized demo tailored to your workflow.