Knowledge Base

Meridian Capital Partners was founded in 2012 and is headquartered in San Francisco, CA. We manage approximately $2.1 billion in assets across two flagship growth equity funds, Meridian Growth Fund II ($850M) and Meridian Growth Fund III ($1.25B, currently investing). Our team of 22 investment professionals focuses exclusively on technology-enabled businesses at the growth stage.

Our strategy centers on growth equity investments in B2B software, fintech, and digital health companies. We target market leaders in large, underpenetrated verticals with proven product-market fit and scalable go-to-market motion, investing $25–75M in companies with $10–50M ARR. We do not take majority control positions; we partner with founders as a value-add minority investor with board representation.

Meridian has a formal ESG policy integrated at the pre-investment due diligence stage and monitored throughout the holding period. We evaluate ESG factors across three dimensions: environmental impact, social practices (DEI, data privacy, labor standards), and governance (board composition, audit quality, executive compensation). Portfolio companies complete an annual ESG scorecard, and we report aggregated ESG metrics to LPs in our annual report. We are a signatory to the UNPRI.

Neither Meridian Capital Partners nor any of its principals has been subject to any regulatory action, enforcement proceedings, civil litigation, or criminal investigation. We maintain a comprehensive compliance program reviewed annually by outside counsel and file all required Form ADV and regulatory disclosures on a timely basis. There are no pending or threatened proceedings of any kind.

We provide quarterly reports to LPs within 45 days of quarter-end, including portfolio company performance summaries, valuation updates (using IPEV guidelines), and fund-level financial statements. Annual audited accounts are delivered within 120 days of fiscal year-end. Each LP has 24/7 access to our secure investor portal for capital account statements, fund notices, and historical reports. Material events at portfolio companies are communicated via ad hoc written notices.

Meridian has a formal conflicts of interest policy requiring all personnel to disclose actual or potential conflicts to our Chief Compliance Officer (CCO) before taking any related action. Material conflicts are escalated to the LP Advisory Committee (LPAC) for prior approval. Co-investment opportunities are allocated via our written pro-rata co-investment policy disclosed in the LPA. All personal account trading requires pre-clearance and quarterly reporting to the CCO.