B2B
SaaS

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

Meridian website hero with team photos and AI platform UI

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.
Meridian website shown on a mobile phone
Meridian Scattered data? Meridian's AI connects the dots section
Meridian AI agent for private equity product pages

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.
Meridian website redesign displayed on a laptop
Meridian website shown on two mobile phones
Meridian deal pipeline UI cards
Meridian The CRM built for private credit page
Meridian AI data enrichment interface
Meridian product feature pages for investment committees, fundraising and sourcing
Meridian homepage: The AI-powered CRM and system of record for private markets

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