Workbooks as schemas
We ingest your existing diligence workbooks and lock the formulas behind typed schemas, so the spreadsheet logic survives but the data lives in Postgres/Mongo.
Summit Granite · Stone + alpine
A diligence platform that fits the way Meridian M&A already works.
Pick the engagement that fits — and try the workflow + email collector live before we sign anything.
02 · The problem
Excel is fast. It's also why the audit story dies.
Today's deal flow lives in stacked Excel files emailed between partners, target operators, lenders, and counsel. Versions diverge, links break, and the Quality of Revenue / NWC story is only as good as the last person to touch the workbook. Meridian needs the same speed Excel gives the diligence team — with a permissioned, multi-user web layer underneath and a verifiable audit trail on every cell.
5workbooks per deal, average
11 daysaverage verification cycle today
0cell-level audit trail in Excel
∞versions in flight across counsel + buyer
03 · How we'd build it
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Four pillars. Each one ships an artifact you can audit.
Role-aware data room
Folder + document level access, granular invites, watermarking, full audit log — built for sellers, buyers, lenders, and counsel on one stack.
Verification pipelines
Source documents tied to derived numbers; reviewers approve at the cell level. Numbers carry provenance to the final IC memo.
Custom + sovereign
Runs on MadLadsLab infra (or yours). Your data does not leave the perimeter you choose.
04 · Engagement options
Most popular
Crunch-time
Three retainer tiers. Two alacarte options. Mix freely.
Pick the engagement that fits — and try the workflow + email collector live before we sign anything.
Engagement
$600/month
Continual support and small rollouts. Keep the platform alive between deals.
- Up to 8 hours / month of dev + admin time
- Bug-fix + small-feature SLA: 48h
- Monthly roadmap review with Scott
- Hot-patching during a live deal close
Diligence
$1,200/month
Active build cadence — new workflows, dashboards, and integrations rolled out monthly.
- Up to 16 hours / month of dev + admin time
- Two scheduled rollouts per month
- Bug-fix + feature SLA: 24h
- Quarterly strategy session + audit trail review
Delivery
$2,200/month
Crunch-time partner. Big rollouts, big support, full-bandwidth during a closing window.
- Up to 30 hours / month of dev + admin time
- Big rollouts — multi-week feature pushes inside the month
- Crunch-time support during live closes (same-day turnaround)
- No monitoring, hosting, or maintenance fees billed on top
Workflow software · alacarte
$3,000fixed · 45 days
The 5-node deal pipeline + gatekeeper, role-aware permissions, seed data — installed on your domain.
- 5-node workflow with gatekeeper between Verification and Delivery
- Role hierarchy: Superadmin / Admin / Employee with seller + buyer scopes
- Per-node task assignment + reassignment by hierarchy group
- Seed templates for QoR, NWC, Tax, IC memo
Email collector · alacarte
$1,800fixed · 30 days
Zoho + Outlook IMAP/Graph listener that auto-tags inbound mail to deal tasks.
- @meridian.example inbox listener (Zoho IMAP today; Microsoft Graph for Outlook)
- Auto-tag emails to a workflow node by subject + body match
- Per-deal email digest + thread view
- Reply-from-workflow with audit trail
05 · 45-day rollout
From signature to production in six weeks.
- Day 0 Engagement letter signed, slack/email channel opened
- Day 1-3 Roadmap consult — scope, priorities, and the 3 changes worth the most time
- Day 4-14 Workflow engine + 5 nodes + gatekeeper, deployed at staging
- Day 15-30 Email collector live on @meridian.example; role permissions seeded
- Day 31-45 Polish, handoff doc, runbook; production cutover
06 · FAQ
The questions buyers ask before signing.
- Can you read Outlook in the Email collector?
- Yes — Outlook clients use Microsoft Graph (or IMAP if Graph is disabled). Same code path on this side; only the auth adapter changes. We carry the auth adapter in the same module that does most email apis use today.
- Where does our data live?
- On MadLadsLab infra by default. You can also run it on Meridian's own VM — we hand off the runbook either way.
- What happens if we cancel the engagement?
- Code + content + the data are yours. We don't lock either to a SaaS contract.
07 · Next step
Roadmap consult, then 45 days to production.
Take the live demo for a spin. We'll align on scope by end of week.