{{ n.label }}
Search documents, requests, findings and people⌘K
New request
Export IC pack
Send IR / VDR
⋯
Move to completed deals
{{ ib.date }} Inbox {{ ib.sentence }}
{{ o.label }}
{{ o.label }}
{{ g.title }}{{ g.count }}
{{ g.emptyLabel }}
{{ i.kind }} {{ i.deal }} {{ i.ai }} {{ i.due }}
{{ i.title }} {{ i.why }} If not resolved: {{ i.cons }} Owner: {{ i.owner }}
{{ i.btn }}
DoneUndo
Seller activity{{ ib.lastV }}
{{ a.time }}{{ a.deal }}{{ a.text }} {{ a.link }}
Meridian activityWhat Meridian filed, matched and re-ran
{{ a.time }}{{ a.deal }}{{ a.text }} {{ a.link }}
Deals
{{ d.name }}{{ d.stage }}
{{ f.label }}{{ f.value }}
{{ d.price }}
Deal home{{ home.name }}{{ home.target }}
{{ s.text }} Read only · post-merger access
Since your last visit{{ home.lastV }}
{{ s.label }}
Blocking signingSee all findings
Nothing is blocking signing.
{{ b.tag }}
{{ b.title }}{{ b.sub }}
{{ b.sev }} {{ b.impact }}
Price walkOpen Price & SPA
Headline EV → {{ home.pw.label }}
{{ home.pw.ev }}→{{ home.pw.tot }}
{{ home.pw.nv }}
Assessment{{ home.as.pillLabel }}
{{ home.as.verdict }} {{ home.as.risk }} {{ home.as.text }}
Reviewed
{{ home.as.note }}
Workstreams
WorkstreamAdvisorReportDueOpen requestsOpen findings
{{ w.name }}{{ w.adv }} {{ w.rep.label }} {{ w.due }}{{ w.openReq }}{{ w.openF }}
Initial request list (IRL)Open the IRL in Requests
{{ s.num }}
{{ s.label }}{{ s.sub }}
Advisor engagement
{{ e.name }}{{ e.adv }}
Request proposal
100-day planEvery finding with treatment 100-day plan
{{ f.id }}{{ f.title }}{{ f.ws }}{{ f.owner }}{{ f.st.label }}
Archive
{{ a.label }}
Timeline{{ tl.label }}
{{ m.label }}{{ m.date }}
×
+ Add milestone
Your next actionsOpen Inbox
Nothing waiting for you on this deal.
{{ n.kind }}{{ n.title }}{{ n.due }}
RequestsEverything asked of the sellerDocuments and questions, numbered by workstream. New requests go to the Outbox first.
Initial request list (IRL){{ irl.status }}
{{ s.num }}
{{ s.label }}{{ s.sub }}
Template{{ irl.selN }}
{{ g.name }}
{{ it.text }}{{ it.pri }}
Add item
Continue to send
To{{ irl.to }}
{{ irl.selN }}. They go to the Outbox as round IRL. Nothing reaches the seller until the deal lead approves.
Add IRL to Outbox
{{ irl.bringText }}
Open Outbox
{{ s.label }}
{{ t.label }}
 Clear filters
NumberRequestWorkstreamVDR refPriorityRoundOwnerStatusSentDueDays openFilesFindings
{{ rq.emptyLabel }}
{{ r.id }}
{{ r.title }}
{{ r.type }}Revised by sellerNew answer
{{ r.wsName }}{{ r.ref }}{{ r.pri }}{{ r.round }} {{ r.owner.label }} {{ r.st.label }} {{ r.sent }}{{ r.due }}{{ r.days }}{{ r.fileN }}
{{ l.label }}
Outbox{{ ob.round }} drafts{{ ob.sub }}
Viewing as
{{ o.label }}
Routing
Goes to{{ ob.to }}
No sell-side adviser (simple upload mode)
Requests go to the sell-side adviser or the VDR Q&A module. Direct contact with target management is only possible when the deal has no sell-side adviser.
Simple upload{{ ob.link }}
The seller uploads everything through one link. Meridian maps each file to the standard request list.
{{ s.n }}{{ s.label }}
Draft a plain-language follow-up
{{ ob.pendText }}
Undo
No drafts. “Add to Outbox” anywhere in Meridian creates one here.
{{ g.name }}{{ g.count }}
{{ d.st.label }}{{ d.type }}From {{ d.src }}Drafted by {{ d.by }}Remove
Possible duplicate of the draft above.Merge
{{ ob.count }}
{{ ob.btnLead }}
{{ ob.btnAdv }}
Sent rounds
No rounds sent yet.
{{ h.label }}{{ h.sub }}Locked
FindingsWhat the evidence means for price and the SPA
{{ t.label }}
{{ fd.sugHead }}From red reconciliations and missed thresholds
{{ s.title }}Meridian suggests a finding · {{ s.src }} · {{ s.ws }}
Accept
Dismiss with reason
Dismiss
Cancel
IDFindingWorkstreamHard/softSeverityValue impact, SEK mTreatmentStatusOwnerEvidenceIn IC pack
No findings yet.
{{ f.id }}{{ f.title }}{{ f.ws }}{{ f.hard }}{{ f.sev }}{{ f.impact }}{{ f.treat }} {{ f.st.label }} {{ f.owner.label }}{{ f.ev }}{{ f.ic }}
{{ fd.total }} {{ t.label }}: {{ t.value }} ({{ t.n }}) {{ fd.unq }}
ReconciliationsSeller figure against an independent source. Red lines suggest a finding.
No reconciliations yet.
{{ r.id }}{{ r.name }}{{ r.seller }}{{ r.source }}{{ r.diff }} {{ r.fLabel }}
{{ r.res }}{{ r.resWho }}
Investment thresholds
Year tested
{{ y.label }}
No thresholds tested yet.
MetricRule{{ h.y }}ResultFinding
{{ t.name }}{{ t.rule }} {{ y.v }} {{ t.stLabel }} {{ t.fLabel }}
Price & SPAFrom headline EV to proposed priceAll figures in SEK m. Proof level shows how well each number is backed.
{{ pr.noneLabel }}
Price walk
LineSEK mProofLinked to
{{ w.line }}{{ w.v }} {{ w.proof.label }}
{{ l.label }}{{ w.sched }}
{{ pr.totLabel }}{{ pr.total }}
QoE bridge
LineSellerOur viewDifferenceStatusProofReason and evidence
{{ r.line }}{{ r.seller }}{{ r.our }}{{ r.diff }} {{ r.st.label }} {{ r.proof.label }}
{{ r.reason }}{{ l.label }}
{{ pr.qTot.line }}{{ pr.qTot.seller }}{{ pr.qTot.our }}{{ pr.qTot.diff }}
Net debt and debt-like items
LineSellerOur viewDifferenceStatusProofReason and evidence
{{ r.line }}{{ r.seller }}{{ r.our }}{{ r.diff }} {{ r.st.label }} {{ r.proof.label }}
{{ r.reason }}{{ l.label }}
{{ pr.nTot.line }}{{ pr.nTot.seller }}{{ pr.nTot.our }}{{ pr.nTot.diff }}
Net working capitalMonthly levels, FY25
{{ m.m }}{{ m.v }}
{{ r.line }}{{ r.seller }}{{ r.our }}{{ r.diff }} {{ r.st.label }} {{ r.proof.label }}
{{ r.reason }}{{ l.label }}
The QoE bridge, net debt and NWC schedules appear once the financial DD advisor uploads them.
SPA terms trackerFindings treated as indemnity, CP, W&I exclusion or disclosure
No SPA terms yet.
{{ s.id }}{{ s.title }}{{ s.treat }}{{ s.clause }} {{ s.st.label }} {{ s.owner.label }}
Workstreams{{ wsv.name }}
{{ w.label }}{{ w.sub }}
Internal owner{{ wsv.owner.label }}
Advisor{{ wsv.adv }}
Report{{ wsv.rep.label }}
Report due{{ wsv.due }}
Upload report
CoverageOpen in Requests
{{ v.n }}{{ v.label }}
Findings
No findings for this workstream.
{{ f.id }}{{ f.title }}{{ f.sev }}{{ f.impact }}{{ f.treat }}{{ f.st.label }}
{{ wsv.cTitle }}{{ wsv.cLink }}
{{ h.x }}
{{ x.x }}
{{ n.x }}
Workstream content appears once documents are filed for this workstream.
Ask MeridianAnswers from this workstream’s documents only
Ask
Reading the documents…
{{ wsv.askA }}
Data roomEvidence from the seller
Sync settings
Upload files
{{ dr.source }}
{{ t.label }}
Smart folders
{{ s.label }}{{ s.n }}
Index
{{ t.code }} {{ t.name }}{{ t.nw }} new
{{ k.code }} {{ k.name }}{{ k.n }}
{{ dr.fname }}
{{ dr.emptyLabel }}
FileStatusAI filingLinked requestsUploaded byDate
{{ f.name }}New
{{ f.folder }}
{{ f.stLabel }}
{{ f.conf }}
{{ l.label }}×
{{ f.by.label }}{{ f.when }}
Activity log
No activity yet.
{{ a.when }}{{ a.who.label }}{{ a.act }}{{ a.file }}Unusual activity · {{ a.unusual }}
VDR analysisWhat the data room shows{{ va.run }}
Analysis checks
Re-run analysis
No data room yet Meridian starts reading as soon as the seller uploads. Send the information request and the data room invite together, and the analysis appears here within minutes of the first file.
Send IR / VDR
{{ t.label }}
Meridian assessment{{ va.verdict }}{{ va.text }}
Overall risk
{{ va.risk }}
{{ t.l }}{{ t.v }}{{ t.s }}
Most material findingsAll findings
No findings yet.
{{ f.id }} {{ f.kind }}
{{ f.title }}{{ f.ws }}
{{ f.sev }} {{ f.impact }}
Financial KPIsRead from the annual reports and management accounts. Click a row for Meridian’s note.
KPIFY23FY24FY25LTMTrendThreshold, FY25
{{ k.name }}{{ k.unit }}
{{ v.v }}
{{ k.st }}
Meridian{{ k.ai }}Sources: {{ k.src }}
Coverage by workstreamWhat the seller has delivered against the request list. Click a row to open its requests.
No requests yet.
{{ w.name }}{{ w.sub }}
Documents{{ w.docsLabel }}
Questions{{ w.qsLabel }}
{{ t.l }}{{ t.v }}
No conduct signals recorded.
{{ s.area }}{{ s.assess }}
{{ s.title }} {{ s.text }}
{{ s.src }}Confidence: {{ s.conf }}
VDR settingsHow this data room worksSettings apply to this deal only.
Send IR / VDR
Read only · the data room is archived after closing.
Connection
{{ vs.src }}{{ vs.room }} · {{ vs.last }}
Sync now
Sync
Index template
Access and security
{{ a.label }}{{ a.sub }}
Upload permissions{{ vs.permNote }}
Seller contact{{ c.l }}
{{ r.name }}{{ r.role }}
Analysis checks{{ vs.thNote }}
Workspace defaults apply until the data room opens.
{{ t.name }}
≥
≤
{{ t.unit }}
Sent to the sellerInformation requests and data room invites
Nothing sent from Meridian yet.
{{ l.kind }}{{ l.when }}
To {{ l.to }} · {{ l.what }}
TeamWho owns whatUse ⌘K and “Find person for…” to find the right contact.
Workstream RACI{{ tm.note }}
WorkstreamInternal ownerAdvisor firmAdvisor leadSeller-side contact
{{ r.name }}
{{ g.title }}{{ g.count }}
No one added yet.
Open
Settings · workspaceSettings
{{ t.label }}
Start from a saved template
Use for new deals
Templates apply to new deals only. Running deals keep their own request list and thresholds.
Default request list
{{ r.ws }}{{ r.type }}{{ r.pri }}×
Add
Investment thresholds
{{ t.name }}
≥
≤
{{ t.unit }}
Question bank
{{ q.q }}×
Add
Integrations
{{ i.name }}{{ i.sub }}
{{ i.kind }}{{ i.st }}
{{ i.btn }}
Esc
Search across full document text, request numbers, finding IDs and people. Type a topic and choose “Find person for…” to see who to ask.
{{ cmd.findLabel }}
{{ cmd.pickHead }}
{{ p.label }}{{ p.name }}{{ p.why }}
{{ g.title }}
{{ i.a }}{{ i.b }}{{ i.c }}
No matches.
New request×
Type
{{ t.label }}
Owner from the RACI: {{ nr.owner }}. Goes to the Outbox as a draft for {{ nr.round }}, then to {{ nr.to }} once the deal lead approves the round.
Cancel
Add to Outbox
Export IC pack{{ ic.name }}
×
{{ ic.blockLine }}Review on Deal home
Sections
{{ s.t }}
Findings · included when treatment is not “No action”
{{ f.id }}{{ f.title }}{{ f.impact }}
{{ ic.foot }}
Export IC pack
Data room sync×
{{ sy.line }}Meridian mirrors the VDR index and syncs Q&A every 15 minutes. Every file syncs, including flagged files.
Sync now
Send to the seller{{ sd.deal }}
×
{{ k.label }}{{ k.sub }}
{{ sd.irLine }}{{ sd.irSub }}
Edit items
{{ sd.vdrLine }}{{ sd.vdrSub }}
VDR settings
To
{{ r.name }} · {{ r.role }}
{{ sd.lastSent }}
Cancel
{{ sd.btn }}
Move {{ cp.name }} to completed deals?
The deal becomes read only. Findings with treatment 100-day plan stay open on Deal home.
Cancel
Move to completed
{{ toast }}Undo