Section 01
Deal Intake and First-Pass Review
Meridian receives roughly 40 inbound opportunities a month across three origination channels. This agent triages each one on arrival: extracting deal facts, scoring fit against mandate, and routing a pass, review, or pursue recommendation before a partner opens the file.
At a glance
Deals logged this month
41
+9 vs last month
Auto-scored on intake
100%
Median time to first read
6 min
was 2.5 days
Pass-through to IC
12%
5 of 41 escalated for full review
Key findingHigh impact
Manual triage was the bottleneck, not judgement
Partners were spending the most time re-keying deck facts into a common format before they could even apply the mandate filters. The agent removes that step entirely.