Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
DeelTrix represents a cutting-edge Virtual Data Room solution that revolutionizes the way organizations handle and distribute sensitive data during essential transactions. Tailored for investment banks, startups, legal practices, and large enterprises, DeelTrix offers a secure, scalable, and user-friendly platform for managing confidential documents throughout processes like fundraising, mergers and acquisitions, due diligence, and compliance workflows.
At its essence, DeelTrix merges top-tier security features with an intuitive interface, allowing teams to efficiently organize documents, manage access, and collaborate without friction. By consolidating all transaction-related activities into a single secure workspace, the platform addresses the shortcomings of outdated methods like email and generic cloud storage solutions.
More than 500 deal makers place their trust in DeelTrix, leveraging its sophisticated features to complete transactions swiftly and with assurance. As a result, DeelTrix not only enhances productivity but also ensures that sensitive information remains protected throughout the transaction process.
Description
Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Altvia
No
Apex
No
Box
No
Dropbox
No
Gmail
No
Google Calendar
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft SharePoint
No
Raylu
No
Integrations
Altvia
Yes
Apex
Yes
Box
Yes
Dropbox
Yes
Gmail
Yes
Google Calendar
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Raylu
Yes
Pricing Details
$79/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DeelTrix
Founded
2019
Country
India
Website
deeltrix.com
Vendor Details
Company Name
Meridian
Founded
2023
Country
United States
Website
www.meridian-ai.com
Product Features
Virtual Data Room
Anonymity Management
No
Audit Trail
No
Collaboration
No
Data Protection
No
Data Storage Management
No
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
No
Role-Based Permissions
No
Secure Preview
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No