Use Cases
Built for cross-border deal teams
Six representative buyer profiles. Find the one closest to your team and see the workflow, the data sources, and the output Meridian produces. Steps that depend on a feature still in rollout or on the roadmap say so.
Profile 1 of 6
US private-equity fund pursuing Gulf-region targets
Mid-market PE fund opening a Gulf coverage book without standing up an in-region office.
The challenge
The fund's deal team has US-only language, US-only databases, and zero in-region relationships. Every Gulf opportunity surfaces through bankers who already shopped it to twelve other buyers. The partners want a way to see Saudi PIF subsidiary divestitures and UAE MOE filings before they hit bank lists, without committing to a Dubai office before they prove a single thesis.
Output Meridian produces
Ranked opportunity shortlists and DD packets ready for the next IC meeting.
The workflow
- 1Pipeline Scout filters Etimad + SPA + MISA opportunities (harvested feeds in rollout) for matches to the fund's mandate (sector, ticket size, geography).
- 2DD Analyst runs the five-stage workflow on each shortlisted target, including OFAC SDN screening and beneficial-ownership tracing through OpenOwnership.
- 3Regulatory Navigator checks CFIUS applicability for any US-touching investor structure and drafts an initial filing if needed.
- 4Relationship assistant surfaces "who do I know at this counterparty" introductions from contacts imported from Google or Outlook.
Agents involved
Data sources tapped
Profile 2 of 6
Single-family office with discretionary allocation to MENA
A US-based family office tracking 2–4 Saudi co-investments per year alongside a long-tail portfolio of UAE direct-deal exposure.
The challenge
The principal does not want a full deal team but does need ongoing visibility into existing holdings — sanctions adjacency, news flow in Arabic, change-of-control filings in Tadawul, and downstream beneficial-ownership changes. A US wirehouse can't see most of this.
Output Meridian produces
Portfolio risk briefings on demand, with sanctions and adverse-media checks the principal can rerun at any time. Zero recurring ops headcount required.
The workflow
- 1Relationship assistant imports the principal's address book and the office's existing CRM contacts; sanctions screening (OFAC SDN refreshed nightly, plus the OpenSanctions consolidated lists) runs on any counterparty on demand.
- 2Regulatory Navigator checks held positions against the curated MISA license and Tadawul board records; continuous change monitoring is on the roadmap.
- 3DD Analyst runs a quarterly review on each portfolio company, with adverse-media searches via GDELT and, where provisioned, Newscatcher Arabic.
- 4Outputs route to the principal as briefings; automated sanctions and adverse-media alerting is on the roadmap.
Agents involved
Data sources tapped
Profile 3 of 6
GP fund compliance officer managing LP commitments from Gulf SWFs
A US GP whose largest LP is PIF or Mubadala, and who needs continuous compliance discipline on every investment to keep that LP comfortable.
The challenge
Every deal the GP closes generates a beneficial-ownership update that the SWF LP eventually audits. CFIUS exposure, ITAR-adjacency, and adverse-media tracking against the LP's own underwriting bar are all manual. The compliance officer is one person trying to outrun two associates moving deals through committee.
Output Meridian produces
Per-deal compliance packet with cryptographic audit trail. LP-letter-ready annual export.
The workflow
- 1DD Analyst runs sanctions screening (OFAC + OpenSanctions 200-list) on every counterparty at deal commit.
- 2Regulatory Navigator identifies CFIUS, ITAR, EAR-744.17 applicability per deal and surfaces risk-scored issues to the compliance officer's queue.
- 3Hash-chain e-signature audit (SEC-02) makes every approval forensically anchored to its prior approval.
- 4Audit-log export feeds the GP's annual LP letter with verifiable timestamps for every compliance event.
Agents involved
Data sources tapped
Profile 4 of 6
US strategic acquirer evaluating a Gulf-listed target
A US corporate development team running a confirmatory diligence sprint on a Tadawul-listed acquisition target.
The challenge
Two weeks until the term sheet expires. The target's bilingual annual report has 240 pages, the EDGAR equivalent does not exist for this issuer, and the bank's diligence room is in Arabic. The acquirer's internal counsel doesn't read Arabic and needs the salient compensation, related-party, and beneficial-ownership disclosures fast.
Output Meridian produces
Bilingual annotated DD report with English summary + Arabic source citations + CFIUS mitigation draft.
The workflow
- 1Documents zone uploads the bilingual annual report + Tadawul filings + MISA license. AI Q&A answers questions in English citing the Arabic source paragraphs.
- 2DD Analyst pulls the target's board and license records from the curated Tadawul and MISA registries.
- 3Regulatory Navigator drafts the CFIUS mitigation letter and identifies any ITAR-USML category exposure via the target's downstream subsidiaries.
- 4Side-by-side document comparison flags changes between the prior-year and current-year annual reports.
Agents involved
Data sources tapped
Profile 5 of 6
Sovereign-wealth direct-investment desk (PIF, Mubadala, ADIA, QIA)
An in-house deal team at a major Gulf SWF executing a large direct-investment mandate.
The challenge
The desk runs 200+ live deals across multiple corridors with teams in Riyadh, Abu Dhabi, and New York. They will ask for region-pinned data residency, SSO into the desk's existing Okta + custom CRMs, custom integrations with their licensed Bloomberg terminal, and a contracting motion that goes through their own MSA — not Meridian's standard one.
Output Meridian produces
Customized deal-execution platform scoped to the desk's contracting requirements, with residency and identity integrations on the roadmap.
The workflow
- 1Hosting in a specific region, for example in the Gulf, is not offered today; it is a roadmap item for Enterprise contracts. Customer data is hosted in the EU (database, cache, background worker and document-processing services on Railway's EU West region in the Netherlands) and in the United States (the web application on Vercel; uploaded files and database backups on AWS S3).
- 2SAML 2.0 SSO against the desk's identity provider (for example Okta) is on the roadmap and scoped per contract.
- 3Custom data integration with the desk's licensed Bloomberg terminal and internal CRM, scoped per contract.
- 4Dedicated Solutions Engineer + named Customer Success contact + first-call CISO and General Counsel access for contracting.
Agents involved
Data sources tapped
Profile 6 of 6
Independent principal evaluating one cross-border deal
A solo principal — banker, advisor, family-office associate — running diligence on a single deal to test whether the corridor is worth a bigger commitment.
The challenge
Doesn't want to commit to a paid plan before seeing if the product actually understands the Gulf data and language correctly. Needs to run a real diligence task end-to-end on a single deal — sanctions screening, adverse-media check, basic regulatory applicability — without a procurement motion.
Output Meridian produces
Single-deal proof point in 1–2 days, no commitment. Becomes the first deal in a paid org if the principal upgrades.
The workflow
- 1Free-tier signup with no credit card.
- 2DD Analyst runs the five-stage workflow on a single deal within the Free plan's monthly AI budget.
- 3Pipeline Scout surfaces matching opportunities from the Gulf-harvester sources (in rollout; read-only L0/L1).
- 4If the principal upgrades, all artifacts (deal, contacts, documents) carry over with zero migration.
Agents involved
Data sources tapped
Don't see your scenario?
These are the six most common cross-border deal-team profiles. If your workflow doesn't map cleanly to one of them, the 30-minute corridor-fit call is the fastest way to figure out whether Meridian is a fit. No procurement motion.