The first build
Built for one wealth manager. Not configured β built.
My cousin works in wealth management. His business is allocators, founders, connectors, and clients β and none of it fit the tools he 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 β Capital, Companies, Opportunities, Influence, Clients β 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.

