Act 6 of 6

Platform Status

Live

All systems operational

Integrations

7 Active

1 available to connect

Uptime SLA

99.99%

Multi-region deployed

AUM Managed

$50B+

30+ PE/VC funds

Platform · Architecture

MERIDIAN Platform Architecture

AI-powered PE fund administration, waterfall calculation, and carry allocation

Investment Thesis

Purpose-Built for Private Equity Complexity

MERIDIAN replaces fragmented spreadsheets and legacy fund admin systems with a unified platform engineered for the specific demands of PE waterfall calculation, carry allocation, and LP reporting. AI-native from day one.

Implication 1

Real-time waterfall engine handles European, American, and hybrid structures with multi-currency support and automated LP capital account maintenance.

Implication 2

Seven production integrations (Salesforce, Carta, Allvue, Bloomberg, DocuSign, Workday, NetSuite) eliminate manual data reconciliation.

Platform Capabilities

◆Waterfall Engine

Real-time waterfall calculation for European, American, and hybrid structures. Multi-currency support. Automated LP capital account maintenance.

◆Carry Calculator

Individual carry allocation with vesting tracking, clawback escrow, and tax-lot optimization. Point-based allocation with automated true-up.

◆Deal Pipeline CRM

Full-lifecycle deal tracking from screening to close. IC memo generation, DD tracker, and automated compliance checks.

◆Portfolio Monitoring

Real-time operating KPIs from portfolio companies. Value creation attribution, benchmarking, and early warning indicators.

◆LP Reporting

ILPA-compliant quarterly reporting. Capital account statements, performance attribution, and ESG disclosures. White-label LP portal.

◆AI Analytics

GPT-powered deal screening, market research, and portfolio analysis. Natural language querying of fund data. Predictive exit modeling.

Integration Ecosystem

8 connectors

Salesforce

CRM

Connected

Carta

Cap Table

Connected

Allvue

Fund Admin

Connected

Bloomberg

Market Data

Connected

DocuSign

Documents

Connected

Workday

HR/Payroll

Connected

NetSuite

Accounting

Connected

Power BI

Analytics

Available

Technology Stack

6 layers

Frontend

React, TypeScript, Tailwind CSS, Recharts

Responsive dashboard with real-time data visualization

Backend

Node.js, Go microservices, gRPC

High-performance waterfall calculations and event-driven architecture

Database

PostgreSQL, Redis, Vector DB

ACID transactions for fund accounting, caching, AI embeddings

AI/ML

Claude, GPT-4, custom models

Deal screening, document analysis, predictive analytics

Security

SOC 2 Type II, AES-256, SSO

Bank-grade encryption, audit trail, role-based access

Infrastructure

AWS, Kubernetes, Terraform

Multi-region, 99.99% SLA, automated DR

Ready to transform your fund operations?

MERIDIAN powers $50B+ in AUM across 30+ PE/VC funds worldwide.

Request Demo

Contact Sales