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Meridian

Roadmap

What is built, what is next

This is the real roadmap, not a marketing calendar. Priorities shift when customers tell us something matters more. If something is missing, tell us.

Shipped

6
  • Structured investment memo

    Core

    Five sections out of every deck and data room: plain-terms summary, market and comparables, key metrics table, ranked risks with severity and evidence, and founder questions in priority order.

  • Evidence verification pass

    Trust

    Every quote displayed in the memo is verified against the source document, character for character. Anything the model produced that cannot be located is dropped before you see it.

  • Founder questions ranked by priority

    The sharpest question sits at the top. Questions pull specific names and numbers from the deck, so they read as real follow-up items rather than generic prompts.

  • Long data rooms in a single pass

    Scale

    Decks and data rooms up to roughly 60,000 characters, about fifty pages, are read in one pass so the memo reasons across the deck and the exhibits together.

  • Model routing and escalation

    Reliability

    Long or self-contradicting documents escalate to a frontier model automatically. The routing table on the How the AI works page is generated from the live code.

  • Memo export as PDF and Word

    Angel

    Angel and Fund accounts can export any memo as a formatted PDF or Word file to drop into a deal doc or forward to a co-investor.

In progress

3
  • Deeper data-room parsing

    Pipeline

    Financials in spreadsheet format, cap tables, and term sheets read alongside the deck so the memo can cross-check what the traction slide claims against what the P&L shows.

  • Benchmarks by stage and sector

    Research

    When the deck claims 104% net revenue retention, the memo will say whether that is strong, median, or weak for a B2B SaaS company at seed, drawn from a curated reference set.

  • Deal history and memo versioning

    Fund

    Run a second memo on a company after the founder updates the deck and see what changed, so the investor does not have to read the whole thing again.

Exploring

4
  • Shared deal room

    Fund

    A fund plan where multiple partners can read the same memo, leave a note on a specific risk, and mark their own read status, without emailing the PDF around.

  • Portfolio memo templates

    A structured output tuned to a fund's own diligence framework, so the memo sections match the internal template rather than the default five-section format.

  • Comparable deal citations

    Research

    When the memo surfaces a comparable, link to a public source for the funding round or acquisition so the investor can verify the number in one click.

  • Diligence checklist by sector

    Angel

    A stage and sector-specific checklist of what to ask for beyond the deck: customer references for B2B, regulatory filings for fintech, patent landscape for deep tech.

The roadmap reflects what we hear from investors and what we know makes first-pass diligence harder than it needs to be. If something here should move up, or if something is missing entirely, tell us. Most of what ships started as a specific thing an investor needed and could not do.

Items tagged Angel and Fund are plan-gated. See the pricing page for what each plan includes.