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Meridian Capital · Private Equity
A PE firm standardized operations across 12 portfolio companies
Meridian rolled out the same agent playbooks to every portfolio company from one dashboard.
12
portfolio companies on one standard
5 days
faster monthly close
1
unified view of performance
The challenge
Each portfolio company ran reporting, reconciliation, and KPI tracking differently. Meridian had no consistent view of performance and spent every quarter chasing spreadsheets from finance teams.
How Mailable helped
- Built a standard agent team for monthly close and KPI reporting.
- Cloned the same playbook into each portfolio company workspace.
- Connected accounting and data tools so agents pull numbers directly.
- Set budgets per workspace to keep spend predictable across the portfolio.
“We deploy the same operating playbook to every company we buy on day one. Mailable made our operating model something we can actually copy and paste.”