Fund Investment Program Intelligence for Institutional LPs
Purpose-built for pension funds, endowments, and sovereign wealth funds managing fund commitments across private equity, credit, real estate, infrastructure, and more. For both investment teams (sourcing through commitment) and operations teams (reconciliation through fiduciary governance).
The Challenges Institutional LPs Face
Spreadsheet Sprawl
Managing commitments, cash flows, and performance across dozens of fund relationships in disconnected spreadsheets.
Manual GP Reporting
Quarterly GP reports arrive in varying formats. Reconciling data across managers consumes analyst time.
Board Reporting Burden
Producing institutional-quality board reports and IC memos requires weeks of manual compilation.
Allocation Drift
Monitoring exposure across strategy, geography, and vintage to stay within policy limits requires constant vigilance.
How Meridian Helps
Portfolio Dashboard
Real-time view of total commitments, NAV, unfunded capital, and performance metrics across your entire fund investment program.
Commitment Pacing & Simulation
Pace your whole program before cash calls land. Model new funds, simulate monthly cash flows across 9 asset-class simulators, and optimize commitments against policy bands, vintage diversification, and GP concentration limits.
Risk & Liquidity Forecasting
Quarterly liquidity forecasts with monthly-resolution simulation, over-commitment alerts, and probability-weighted stress-scenario ensembles. Know before quarter-end whether a capital call will strain cash — not after.
Exposure & Concentration Analysis
Portfolio concentration flagged against your investment policy bands across strategy, geography, vintage, fund size, and GP — not arbitrary thresholds. Vintage-triangle views surface aging patterns early.
ILPA 2025-Aligned Data Import
Import GP quarterly reports via standardized ILPA templates with automated validation and reconciliation to $1 tolerance on four signed-convention formulas. Ongoing formula expansion per the ILPA Reconciliation Enhancement Backlog.
Custom Reporting Suite
Generate 6 report types: Board Quarterly, Board Annual, IC Memo, Flash Monthly, Consultant Quarterly, and Custom Templates. AI-drafted narratives with 21 composable section blocks and PDF export.
Pipeline, Sourcing & Screening
Track opportunities through a 5-stage pipeline with mandate-fit scoring. AI sourcing research produces per-fund decision memos with source-tagged facts and confidence tiers. Screening then filters the pipeline — a per-fund advance/decline/hold verdict across nine fit dimensions, with a three-layer report sized for the analyst, the IC chair, and the compliance reviewer.
Fiduciary Governance Suite
Conflict-of-interest disclosure, IC meeting management with quorum tracking, voting records, valuation alerts with policy thresholds, ERISA compliance monitoring, and comprehensive fiduciary scoring.
Advanced Analytics
Event-boundary detection, currency exposure with FX sensitivity, peer quartile rankings, vintage year planning, rebalancing recommendations, and market map heat mapping — for the questions a capability grid can't answer.
Portfolio Overview with ILPA metrics, allocation analysis, and AI assistant
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See How Meridian Works for Institutional LPs
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