About
Meridian, founded in 2023 in Miami, USA, builds an AI-driven deal management platform that helps private equity, credit, and M&A professionals efficiently identify and evaluate investment opportunities.
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Funding history
- 2026-02Seed$17M
Investors · Andreessen Horowitz, The General Partnership, QED, FPV Ventures, LiquiditySource · SVTR Weekly #144 ↗
- 2025-06Seed$7M
Investors · 645 Ventures, Chaac VenturesSource · SVTR Weekly #111
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- Meridian
AI-driven deal management platform that helps private equity, credit and M&A professionals identify and evaluate investment opportunities
Seed · $24M · 2026-02
$24M
United States
BusinessLatest roundTotal raisedDate- Hypha
Turns fragmented investment data into structured insights for private credit, private equity and real estate investors
Seed · $50M · 2026-06
$50M - Samaya AI
AI assistant that helps financial professionals with investment research, client advisory and due diligence
Series A · $44M · 2025-05
$44M - Tetrix
AI that collects and structures private market fund data from documents for institutional portfolio analysis, risk and deal sourcing
Series A · $20M · 2026-06
$20M
China
BusinessLatest roundTotal raisedDateEurope
BusinessLatest roundTotal raisedDate- Auquan
Uses AI to help finance professionals automate time-consuming research, reporting and analysis
Seed · $8M · 2024-11
$8M - bunch
AI-native fund administration and operations infrastructure for private equity and venture capital funds
Series B · $58M · 2026-05
$58M - Fundment
Helps financial advisors and wealth managers by automating account opening, transfers, investment management and custom indexing
Series C · $56M · 2025-01
$56M
Other / unspecified
BusinessLatest roundTotal raisedDate- OneVest
Platform to help financial institutions manage client investments more efficiently
Series B · $20M · 2025-02
$20M - Boosted.ai
AI that helps investment managers make portfolio construction, asset allocation, risk management and security selection decisions.
Undisclosed · $15M · 2024-11
$15M - Kaleidofin
Goal-based savings, insurance and credit products, using AI-driven credit assessment to serve the unbanked
Undisclosed · $14M · 2024-09
$14M
Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
Investors that may fit
Y Combinator
47 Fintech deals in the last 24 months · 33 at a nearby stage · 44 in Florida
Request intro →General Catalyst
26 Fintech deals in the last 24 months · 11 at a nearby stage · 20 in Florida
Request intro →Lightspeed
18 Fintech deals in the last 24 months · 7 at a nearby stage · 15 in Florida
Request intro →Sequoia Capital
16 Fintech deals in the last 24 months · 5 at a nearby stage · 15 in Florida
Request intro →Index Ventures
15 Fintech deals in the last 24 months · 5 at a nearby stage · 12 in Florida
Request intro →Khosla Ventures
13 Fintech deals in the last 24 months · 7 at a nearby stage · 13 in Florida
Request intro →Ranked by each firm’s deals in this sector over the last 24 months, weighted by nearby stage and shared geography. Indicative only — no rating judgment.