Meridian today announced Frame, an AI-powered document builder with integrated deal scoring that converts CIMs and detailed decks into structured, accurate, branded investment summaries using firm-defined scoring criteria.

Frame extracts the core financial, operational, and qualitative details from complex materials and rebuilds them into consistent, shareable outputs that investment teams can circulate internally with confidence.

The product is available today with a 10-day free trial at meridian-ai.com/meridian-frame.

Key capabilities

• Intelligent parsing of CIMs, decks, and diligence materials
• Structured extraction of financials, KPIs, risks, and qualitative drivers
• Automated creation of firm-branded templates and layouts
• Customizable deal scoring with firm-defined positive and negative factors
• Automatic normalization of charts, tables, and metrics

Why Meridian built Frame

Meridian has developed a series of AI-powered workflow tools embedded in its CRM, including agents for company sourcing, data enrichment, note generation, reporting, web search, and deal workflows. These capabilities sit within the broader platform and require an enterprise deployment.

“Frame gives investors a quick way to try one of our AI tools in a fast, self-serve format. It lets teams experience the power of our document engine and get a feel for Meridian’s automation potential without needing a firm-wide license to the full platform,” said Alexander Sen, founder and CEO of Meridian.

Even more powerful with Meridian

Frame works as a standalone product, but it becomes significantly more powerful when connected to Meridian. Investors can pull:

• Full CRM context from every interaction
• Integration with Outlook, your deal drive (Sharepoint etc.)
• 26 million+ company and people records
• Live data integrations, AI enrichment, and news updates
• Thematic sourcing data and market maps

Templates merge live firm data with extracted document content, creating fully structured, up-to-date reports in a fraction of the usual time.

About Meridian

Meridian is the AI-native operating system for private-markets teams, combining deal software, proprietary datasets, and advanced AI to modernize sourcing, evaluation, and execution.

The company was founded by a veteran team with experience at Blackstone, Thoma Bravo, PitchBook, Juniper Square, and other leading private equity firms. Meridian is headquartered in New York and Miami.

Learn more at meridian-ai.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251119259724/en/

Frame gives investors a quick way to try one of our AI tools in a fast, self-serve format. It lets teams experience the power of our document engine and get a feel for Meridian’s automation potential without needing a firm-wide license to the full platform