Deal team support
Sourcing support, research, screening, diligence coordination, memos, and IC presentations.
Running a fund takes more than an investment team.
Every firm needs financial models, diligence, investor materials, reporting, research, portfolio monitoring, data management, and operational coordination. Today that work is built three ways, and none of them fit.
Build it
Standing up every function internally is slow and expensive.
Outsource it
Coordinating a roster of point providers stays fragmented.
Automate it
Generic AI tools still leave the actual work on the investor's desk.
Private-market pressure is rising
More activity and longer, more complex holding periods create more analytical and operational work for investment teams.
We do not hand your team another tool to run. We run the work.
You send a deal, a reporting requirement, a fundraise, a portfolio update, a research question, or an operational workflow. We return completed work, built to your firm's standard.
Services
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What Isthmus Meridian operates
Organized around the functions an investment firm needs to run, delivered on an AI-first bench.
Financial modeling
Forecasting, valuation, comparables, returns analysis, scenarios, and downside cases.
Capital formation
Fund presentations, LP updates, DDQs, data-room materials, and meeting support.
Fund operations
Pipeline administration, documentation, internal reporting, and operating calendars.
Portfolio monitoring
KPI collection, budget-vs-actual tracking, dashboards, and board updates.
Research and intelligence
Sector, company, transaction, geographic, regulatory, and thematic research.
Data and AI enablement
Workflow mapping, document processing, reusable templates, automation, and custom tools built around your data.
The back-office pain behind the services
Sources: Equiforte, Maybern / Private Funds CFO, PwC.
An embedded team, without the cost of building one.
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Understand
Map the firm's strategy, standards, and recurring requirements.
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Operate
Take responsibility for defined workflows end to end.
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Standardize
Build templates, structures, and quality controls.
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Automate
Use AI and tooling to cut repetitive labor.
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Expand
Take on additional functions as trust compounds.
AI use is active, but integration and controls decide the value
Three ways to work with us.
Transaction support
For a specific active deal that needs modeling, diligence, and materials at pace.
Bring us a dealCentral offering
Embedded back office
The standing operating layer for small and mid-sized funds, across every function at once.
Build your back officePortfolio and fund support
For firms with an investment team that need recurring operating infrastructure.
Discuss ongoing supportLP expectations are moving from periodic reporting to on-demand analysis
58%of CFOs report more detailed LP information requests.
HoursExpected response speed is compressing from days toward hours.
BaselineGranular, standardized reporting is becoming the expectation, not the exception.
Source: Maybern summary of Private Funds CFO Insights Survey 2025.
Built for private-market operating work.
Integratednot fragmented
Embeddednot external
Executionnot software licenses
Investment-specificnot generic
AI-enablednot labor-only
Scalablenot dependent on internal hiring
The transaction-readiness gap
Many firms still run transaction workflows with limited tooling and integration.
Source: Harvard Law School Forum transaction-readiness survey.
Company
We run the back office behind private-market investors.
Isthmus Meridian supports investment firms with institutional decks, deal models, diligence, reporting, research, portfolio materials, data workflows, and AI-enabled execution.
01Investment-specific operations, run to your standard.
02Structured workflows with real quality control.
03AI-enabled speed and repeatability across the desk.