Markets
Technology categories under public and private pressure.
Meridian focuses on AI infrastructure, software, data infrastructure and automation: categories where private company formation, public comparables and capital flows increasingly interact.
Index
Market focus.
AI infrastructure
AI infrastructure
Compute, data centres, model tooling, retrieval, orchestration and infrastructure software.
Software
Software
B2B SaaS, vertical software, workflow systems and AI-native software categories.
Data infrastructure
Data infrastructure
Data platforms, observability, retrieval, governance, analytics and context systems.
Automation
Automation
Agentic workflows, industrial automation, RPA and software that compounds labour.