MERIDIAN INTELLIGENCE
Analytics infrastructure that comes with you at exit
Analytics infrastructure for multi-location dental groups. Dashboards from any PMS updated every 15 minutes, AI-powered insight cards, and a data warehouse your team owns from day one.
$2.6M
COLLECTIONS ACCELERATED
15 min
DATA REFRESH
13
ANALYTICS MODULES
Any PMS
SUPPORTED
MORNING HUDDLE - TODAY'S SCHEDULE, OPEN SLOTS, AND AI-SUGGESTED PATIENT FILLS
WORKS WITH EVERY PRACTICE MANAGEMENT SYSTEM
One universal data model normalizes any PMS into a single schema. No migration required.
THE PROBLEM
Every acquisition adds another PMS and another month of reconciliation
Your portfolio companies run on 5 to 10 different systems with no common data layer. Finance teams spend days assembling Excel exports for every board package. Sponsors don't have location-level visibility until month-end close. And identifying top-quartile operators? That's guesswork.
5-10
Different PMS systems per portfolio
No common data layer
2-3 days
To assemble each board package
Manual Excel reconciliation
Month-end
Before sponsors see location data
No intraday visibility
BUILT FOR BOTH SIDES
One platform built for both seats at the table
Meridian serves PE sponsors who need portfolio visibility and the operators who run the business every day. Same data, same platform, different views.
For PE Sponsors & Operating Partners
Portfolio-level visibility without the wait
Cross-Portfolio Benchmarks
Consolidated P&L / EBITDA
Board-Ready Scorecards
Exit-Ready Data Architecture
AI Anomaly Detection
For Portfolio Company Operators
Stop spending Monday morning building reports
Morning Huddle
Follow-up Action Lists
Provider Scorecards
Any PMS, One Platform
15-Minute Refresh
THE PLATFORM
13 modules, organized around outcomes
Every module includes AI-powered insight cards that detect anomalies, quantify opportunities in dollars, and recommend specific actions.
MORNING HUDDLE (RIVERSIDE DENTAL GROUP) - SINGLE-LOCATION VIEW WITH PATIENT ACTIONS AND OPEN SLOT FILLING
Morning Huddle
Riverside has 2 open slots today. 23 patients on the ASAP list match by provider and insurance.
Production & Revenue
$3.3M in unscheduled treatment value. Schedule fill rate at 79% - 1pp above prior period.
Call Center Analytics
Tuesday 2-4pm has a 34% missed call rate. Adding one agent could capture ~18 new patients/month.
Sponsor Hub
Cross-portfolio benchmarks, consolidated financials, and board-ready scorecards - all in the sponsor's own warehouse.
Ask Anything (NLQ)
Natural language queries across your entire dataset. Ask “Which location had the highest case acceptance last quarter?” and get an answer in seconds.
WHY MERIDIAN
What the other platforms won't tell you
These are structural differences that existing platforms cannot easily replicate.
Your Data, Your Warehouse
Every other platform locks your data inside their system. Meridian runs on your warehouse. You own it from day one.
Any PMS, One Model
A universal dbt data model normalizes every practice management system into one consistent schema. No more reconciliation across acquisitions.
Full P&L Integration
The only multi-location analytics platform with real financial reporting. Production, collections, and your actual P&L in one place.
15-Minute Refresh
Incremental data loads every 15 minutes. Not daily batches. Not overnight syncs. Your Morning Huddle always has current numbers.
AI That Recommends Actions
24 insight cards quantify opportunities in dollars and recommend specific actions - which patients to call, which claims to chase.
Exit-Ready by Design
Customer-owned infrastructure, clean data separation, portable analytics. Your next buyer inherits a real data asset, not a vendor dependency.
RESULTS
Numbers from real engagements
$2.6M
Annual collections accelerated
PE-backed DSO, 12+ locations
$27M
Series A raised by a client
On analytics infrastructure SSA built
5x
ROI within first year
Across data infrastructure engagements
8 wk
First call to live dashboards
Average across all deployments
WHY WE BUILT THIS
We kept solving the same problem at every DSO
We've spent 3+ years embedded inside PE-backed multi-location businesses - dental, veterinary, car wash, dermatology. At every single one, we built the same infrastructure by hand: connect the system of record, warehouse the data, model the KPIs, build the dashboards.
It wasn't that no tools existed. It was that none of them were built for how these businesses actually work. They couldn't handle multi-PMS portfolios. They didn't produce real P&L reporting. And they all locked the data inside their own systems - a serious liability when the business changes hands.
Meridian Intelligence is that same expertise, packaged into a platform that deploys in weeks and scales across every location in your portfolio. We didn't build this from a whiteboard. We built it from the inside, sitting next to the operators and sponsors who needed it.
Nick Lisauskas & James Burke, Co-Founders
WATCH THE WALKTHROUGH
A guided tour of the platform
Nick walks through the Morning Huddle, Sponsor Hub, and AI-powered insight cards - the same demo we give prospective operators and sponsors.
FOUNDING PARTNER PROGRAM
Per location, per month
Pricing discussed during onboarding
All 13 analytics modules
AI insight cards
Customer-owned data warehouse
Onboarding and data integration
Ongoing support and maintenance
Sponsor Hub access (for PE sponsors)
Product roadmap influence
Founding partner advisory board
Limited spots. Founding partner benefits locked permanently.
See Meridian in action
30-minute demo. We'll walk you through the platform and show you how Meridian works across locations and PMS systems.