Disclosure
Analysis, not investment advice
What Meridian does
- Read the deck and data room and organize them into a structured memo.
- Surface what the numbers say, using the figures in the source document.
- Name the risks and red flags in the deck, with the evidence quoted.
- Write the questions an investor would ask, based on what the memo found.
- Present the information so a first-pass read takes an hour instead of a weekend.
What it does not do
- Tell you whether to invest. Every memo is a draft to inform your decision.
- Say buy, pass, or assign a score. The decision is yours.
- Represent you or act on your behalf in any capacity.
- Account for information not in the documents you provide.
- Take responsibility for the outcome of an investment.
- Replace deep diligence, legal review, or a conversation with the founder.
Meridian is a tool that organizes information. Using it does not create an advisory relationship of any kind, and nothing you provide to it is subject to any duty of confidentiality on our part beyond what the privacy policy covers.
The memos are produced by language models. They are careful, every evidence quote is verified against your source document before it appears, and they can still be wrong about judgement: whether a risk matters for your particular fund or thesis is a question about your strategy as much as about the company.
Treat a Meridian memo the way you would treat a thorough first-pass read from a careful analyst who has seen a lot of decks. It is worth a great deal and it is the start of diligence, not the end of it.
Where the line is
When to go further
We would rather tell you when to get professional advice than have you rely on a memo for something a memo should not be relied on for. Use Meridian first either way: arriving with the top risks already named turns a long discovery call into a focused one.
- Any deal where the downside is more than you can afford to lose.
- Any company with regulatory, licensing or compliance exposure.
- Anything involving equity rights, control provisions or unusual cap table terms.
- A deal where the deck or data room is thin and the numbers are not verifiable.
- Situations where you are already in a dispute or negotiation.
- Any investment large enough to warrant legal, tax or financial advice.
Or read the terms, where this is said again in the language lawyers prefer.