The command center for investment banking deal flow.
Run every mandate end to end — pipeline, secure data rooms, tasks, and compliance — on one platform built for M&A, capital markets, and advisory teams.
No credit card required · Free plan includes 3 deals & a data room.
Total Pipeline
$4.9B
+12.4%
Weighted
$3.1B
+6.8%
Active Deals
27
4 closing
Everything a deal team needs, in one place
Purpose-built for the workflow of a modern investment bank — no bolted-together spreadsheets, shared drives, or email threads.
Deal Pipeline
Track every mandate across 10 stages from origination to post-closing, with weighted, probability-adjusted pipeline value at a glance.
Virtual Data Room
S3-backed secure storage with presigned URLs, folder structures, per-user watermarking, PDF/Office encryption, and NDA-gated external access.
Task Management
Drag-and-drop Kanban with priorities, owners, and due dates so nothing slips through on a live transaction.
Compliance & Barriers
Information barriers, restricted-entity monitoring, and immutable audit logs keep sensitive deals walled off and auditable.
Firm Analytics
Permission-scoped analytics on pipeline health, conversion, and team performance across the entire book.
Directory & RBAC
Counterparty directory plus 8 granular roles — Managing Director to Analyst, Compliance, and Read-Only.
Bank-grade security on every document
Share sensitive diligence materials with counterparties without losing control. Meridian's data room is engineered for the confidentiality a live transaction demands.
Per-user watermarking
Every view and download is stamped with the viewer's identity across PDF, image, and Office formats.
NDA-gated access
External parties accept an NDA before a single document loads in the client portal.
Encryption at rest & in transit
Documents are encrypted and served through short-lived presigned URLs — never public links.
Full audit trail
Every open, download, and grant is logged for compliance and post-deal review.
One workflow, origination to close
Move deals through a structured lifecycle — the whole team always knows exactly where every mandate stands.
Pricing that scales with your book
Start free. Upgrade when you need more deals, data rooms, and compliance controls.
Free
- Up to 3 active deals
- 1 Virtual Data Room
- Standard security
- Basic Kanban board
- Email support (48h)
Standard
- Up to 15 active deals
- 10 Virtual Data Rooms
- VDR Watermarking
- 30-day audit log history
- Team up to 10 users
- Priority email support (24h)
Pro
- Unlimited active deals
- Unlimited Data Rooms
- Information Barriers
- Restricted Entity monitoring
- Full audit history
- Custom branding
- Dedicated account manager
Frequently asked questions
Bring your entire deal flow onto Meridian
Set up your firm in minutes and run your next mandate with the control an investment bank expects.