Private Equity & Advisory Operations

The firm runs itself.
You run the firm.

MeridianOS is an autonomous operating layer for investment and advisory businesses — handling deal pipelines, portfolio reporting, and client communications so you can focus on the work that moves capital.

$173M Assets Under Advisory
11 Countries Served
25+ Active Clients
The Problem

Advisory and investment firms run on chaos — shared spreadsheets, email threads, out-of-date dashboards, and consultants who bill by the hour to maintain basic infrastructure.

The Solution

MeridianOS replaces all of it with a living system that updates itself, surfaces what matters, and runs the operational layer autonomously — 24/7.

What runs on MeridianOS

Everything between the deal and the decision.

01

Deal Pipeline

Live view of every opportunity — stage, contact, action, and next step. Auto-updated as the market moves.

02

Investor Reporting

LP updates, portfolio performance, and fund metrics — generated automatically on schedule, delivered without you lifting a finger.

03

Portfolio Intelligence

Monitor portfolio company performance, board decisions, and key metrics across all holdings in one unified view.

04

Client Advisory Portal

A private client dashboard for each advisory relationship — strategy updates, deliverables, and communications, always current.

05

Cold Outreach Engine

AI agents research, personalize, and send outbound at scale — for fund raising, co-investment sourcing, and new client acquisition.

06

Daily Operating Cycle

Every morning, a fresh brief lands in your inbox: what's changed, what's due, what's on fire, what's ahead.

The firms that win the next decade won't be the ones with the most analysts. They'll be the ones with the best infrastructure.

MeridianOS is built for that firm. Fully autonomous. Always current. Ready to scale with you.