Meridian · a relationship OS, built to fit

The first build

Built for one wealth manager. Not configured, built.

A wealth manager came to me with a problem every relationship-driven professional knows. His business is allocators, founders, connectors, and clients, and none of it fit the tools he'd tried. Salesforce wanted a sales team he doesn't have. The personal-CRM apps wanted him to work their way. So his network lived in his head, his phone, and a spreadsheet he didn't trust.

Over one weekend I built him Meridian: a relationship operating system shaped around how he actually works.

His five cohorts (Capital, Companies, Opportunities, Influence, Clients) are the vocabulary of the software, not labels bolted onto someone else's pipeline. His year-end targets are the scorecard. His morning digest arrives at 8:00 AM his time. That precision is what a bespoke build buys.

What a build includes

Everything a network needs to compound

The feature that matters most

It finds the relationships you didn't know you had.

Meridian reads shared employers, schools, and the people you mention together, then proposes the likely connections between your contacts for you to confirm. From day one it surfaces clusters (former colleagues, shared alma maters, overlapping worlds) you'd never have mapped by hand. Your network stops being a list of names and starts showing you how it all connects.

One-click capture

Viewing a LinkedIn profile, one click files the person, AI reads the page, classifies them (Founder, Capital Allocator, Family Office, Connector…), and pulls role, company, photo, and a one-line summary into the right cohort. Photos are kept for good.

An AI chief of staff

Run the whole system by talking to it. Log a meeting, add a contact, connect two people, nudge a deal forward, in plain English. Set it up once and it takes dictation from then on.

The “Today” engine

Who to talk to today, and why: relationship-strength scores, silence alarms, priority conversations, and the introductions worth making. A digest every morning; a weekly review of what your effort changed.

Ask it anything

A private assistant answers over your own live data, “who have I gone quiet on?”, “which allocators know this founder?” The answers come from your network, and your network never leaves your system.

Your categories, your targets

Cohorts, scoring, and a green-light scorecard measured against your own year-end goals, not a template's. An ⓘ on every score shows exactly how it was calculated.

On every device, and safe

Installed on phone and desktop, synced both ways, capture at the desk, act from your pocket. Automatic daily backups and overwrite protection mean your network can't be lost.

The part that matters

You own it, entirely.

I deploy and run your system for you, so you never touch a server, and hosting sits on a free tier at $0/month. That's the care plan doing its job, not a SaaS bill: no per-seat pricing, no company that can raise prices, get acquired, or shut down with your data inside.

But it's yours, the code, the data, the keys. Take them and walk to your own cloud account or another developer whenever you like. If I disappeared tomorrow, your software would keep working. That is the whole point: software that fits like a tailored suit, and is owned like one.

How it works

From first call to a finished system

The call

Thirty minutes, free. You tell me how your relationship work actually runs, your categories, your rhythm, your targets. I tell you exactly what I'd build.

The build

Flat fee agreed up front, no hourly meter, no scope drift. Built and secured properly, because the last mile is the part that matters.

From US$2,500

The handover

Deployed to your own cloud account. You own the code, the data, and the keys, with a walkthrough so it's truly yours.

The care plan

Optional. I keep it healthy, fix what breaks, and ship the tweaks you ask for. Cancel anytime, the software still works.

From US$150/month

Who this fits

Independent wealth managers & family offices
Founders raising rounds
M&A advisors & business brokers
Executive recruiters
Nonprofit development officers
Anyone who's thought: “I don't need a CRM, I need my CRM.”

What this is not

Not a SaaS product, every build is single-tenant and yours.
Not a bulk-import machine, capture is one profile at a time, of people you're already looking at. Curation is the design.
It ships finished, secured, and safe to run, because the last stretch of work is the part that actually matters.

Beyond relationships

The first build, not the boundary.

Not a relationship business? The offer doesn't change. If there's a tool you keep wishing existed, a deal tracker, a client-intake system, a research desk, an operations brain for the thing only you do, it's the same shape: one call, one flat fee, and software you own outright and can rely on for years. The relationship OS is simply the first one I've put on the wall.

Your business runs on relationships. Your software should fit them.