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Meridian

Founded 2023 · 41 employees on LinkedIn · 3 known investors

Find your way into Meridian

136 people in our graph share verified history with the Meridian team — schools, employers, funds. One of them is your warm intro.

Jasmine Yangunlockedknows Alex Sen · together at Thoma Bravo (overlapped)
×2knows the team · via Thoma Bravo
knows the team · via Tiger Capital Management
×6knows the team · via St Paul's School
×2knows the team · via CVC Capital Partners

Meridian is a CRM and data platform for venture capital and investment firms that centralizes deal history, automates workflow logging, and enriches records with a bundled database of 26 million company records and verified contacts. It offers open infrastructure — full API access, webhooks, and MCP support — to connect AI models like Claude and ChatGPT to a firm's deal sourcing data.

AI & Machine LearningFintechSaaS

Founders & leadership

Meridian was founded in 2023 by Alex Sen.

ASAlex Sen
Alex SeninFounder & CEOAlex Sen held roles at investment firms including Blackstone, Thoma Bravo, and CVC before founding Meridian in 2023, a CRM and deal management platform for private equity firms.
AZAlex Zagoro
Alex ZagoroinChief Technology Officer

Investors · 3

645 Ventures✓ verifiedNew York · $1M – $5M
DniproPalo Alto
Andreessen HorowitzreportedMenlo Park · $500K – $50M

Funding

SEC filings, press & company announcements

$17M disclosed across 1 round · 2026

Source: company announcements and press reports — follow each round's link for the claim.

Competitors · 5

by search overlap
Affinity57 shared keywordsAffinity provides a platform for investment banking teams to accelerate mandate success and client relationship management through integrations with tools like Slack, Mailchimp, and Dropbox.
4Degrees51 shared keywords4Degrees is a network intelligence platform that helps organizations identify and strengthen professional relationships to source, drive, and close more deals. It serves companies from startups to Fortune 500 enterprises seeking to leverage their networks for business development.
Folk list view38 shared keywordsfolk is a CRM that captures relationship context and uses AI assistants to automate sales busywork like follow-ups, relationship recaps, company research, and email outreach workflows. It serves sales and business development teams managing deals and contacts.
Dynamo Software30 shared keywordsDynamo Software provides a configurable, cloud-based investment management platform for the alternative investments industry, serving fund managers, institutional investors, and service providers. The platform offers CRM, deal management, fundraising, research management, investor relations, portfolio monitoring, and fund accounting for both GPs and LPs.
Zapflow24 shared keywordsZapflow provides a secure portal and reporting platform for venture capital fund managers to centralize LP communications, automate investment performance reporting, and manage investor relations. The platform serves general partners in alternative investments seeking to streamline LP management through customizable reporting and real-time data sharing.

Companies competing with Meridian for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Crane Venture Partners Introduces the Meridian Principle: A Philosophy of Human Progress for the Age of AIfinance.yahoo.com · Aug 2026Port Washington State Bank leads funding for The Meridian | Ozaukee Co. News | gmtoday.comgmtoday.com · Aug 2026News | Meridian Raises $17M to Reinvent Financial Modeling with AI | FinTech Demandfintechdemand.com · Feb 2026Meridian raises $17 million to remake the agentic spreadsheet | TechCrunchtechcrunch.com · Feb 2026

Frequently asked questions

What does Meridian do?
Meridian is a CRM and data platform for venture capital and investment firms that centralizes deal history, automates workflow logging, and enriches records with a bundled database of 26 million company records and verified contacts. It offers open infrastructure — full API access, webhooks, and MCP support — to connect AI models like Claude and ChatGPT to a firm's deal sourcing data.
Who founded Meridian?
Meridian was founded by Alex Sen in 2023.
Who are Meridian's investors?
Meridian's investors include 645 Ventures, Dnipro, Andreessen Horowitz.
How much funding has Meridian raised?
Meridian has disclosed $17M raised across 1 round.