Meridian Capital

Quarterly reporting meant assembling, checking and emailing hundreds of bespoke PDFs. Every mistake was a compliance problem, and investors still called asking for last year's.

A permissioned portal where each investor sees only their own positions, with statements generated from one source of truth. PDF export still exists — it just is not the delivery mechanism any more.

Quarter-end went from eleven days to two. Zero mis-sends since launch, and the investor relations inbox is quiet.