B2B
SaaS

How Strategic CRO Fueled Meridian’s $7M Seed Raise and 6x Demo Growth

318%

Increase in demo requests in 3 months

490%

Increase in demo requests in 5 months

$7M

Raised in a Series Seed funding round

About The Client

Meridian is an AI-powered CRM built for investors who move fast. The platform helps private equity and venture capital teams automate deal sourcing, streamline workflows, and make smarter decisions with cleaner, enriched data.

Since partnering with Meridian on a Growth retainer, we’ve helped mature the brand with a richer website experience, improved site performance, and ongoing optimization across key pages. From CRO and SEO best practices to pitch decks and paid media LPs, our work has supported significant demo growth and played a key role in their $7M seed raise.

Challenges & Our Solutions

Challenge 1
Website didn’t reflect Meridian’s maturity or market ambition
Solutions
Expanded the site with new product, solution, and company pages that positioned Meridian as a category leader.
Challenge 2
Site traffic wasn’t converting into demos
Solutions
Streamlined the user journey and surfaced CTAs more strategically to capture intent and drive demo requests.
Challenge 3
Slow load times and weak SEO hurt UX and engagement
Solutions
Optimized performance and applied SEO best practices to improve speed, rankings, and discoverability.
Challenge 4
Pitch decks were dense, hard to follow, and lacked visual impact
Solutions
Restructured the messaging and redesigned the slides to reflect Meridian’s elevated brand and product clarity.

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