Private real estate opportunities, one secure transaction environment
MeridianVest helps real estate sponsors and deal teams securely present selected opportunities, manage confidential investor access, organize diligence and Q&A, and receive structured indications of interest — through to LOI.
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From opportunity to IOI — in one controlled process.
Present, protect, evaluate, and advance qualified parties toward a transaction.
Built for controlled private real estate transaction processes.
Present opportunities professionally. Control access to confidential information. Organize diligence and Q&A. Receive structured investor proposals. Advance qualified parties toward a transaction.
How it works
One controlled process, from presenting an opportunity to advancing a proposal.
Present the opportunity
Create the opportunity and publish approved materials, including an Opportunity Memorandum, into one professional environment.
Invite qualified parties
Control who can reach each opportunity. Access is by invitation — there is no open sign-up and no public listing.
Protect confidential information
Require NDA execution before protected materials are released, so sensitive information reaches only authorized parties.
Manage evaluation
Provide diligence materials in stages and manage investor questions and answers in a single, organized thread.
Receive & advance proposals
Collect indications of interest, compare proposals internally, shortlist parties, request revised or best-and-final proposals, and progress toward LOI discussions.
Built for real estate deal teams
Run a controlled transaction process without juggling email threads, disconnected document rooms, spreadsheets, and investor responses.
MeridianVest organizes access, diligence, questions, and proposals in one place. It does not replace your legal counsel, brokers, or other transaction professionals.
- Opportunity presentation
- Invitation-based access
- NDA gating
- Secure document sharing
- Investor Q&A
- Structured IOI collection
- Proposal comparison
- Shortlist management
- Revised proposal requests
- LOI progression tracking
A clear, professional investor experience
A guided path from invitation to LOI — with no dashboards of returns, distributions, or other parties' activity.
- 1Invitation
- 2NDA
- 3Opportunity access
- 4Opportunity Memorandum
- 5Diligence materials
- 6Q&A
- 7Submit IOI
- 8Revised proposal, if requested
- 9LOI discussion
One secure transaction environment
Everything an invited party needs to evaluate an opportunity — and nothing they don't.
Opportunities
The opportunities you have been invited to review, each with the materials released to you.
Documents
Approved diligence materials and the Opportunity Memorandum, shared under controlled access.
Q&A
Ask questions about an opportunity and see the deal team's responses in one place.
My Proposals
Submit an indication of interest, and submit a revised proposal when the deal team requests one.
Structured proposals, evaluated on the merits
Collect structured, non-binding investor proposals based on valuation, structure, timing, diligence requirements, and execution capability. Proposals are private to each party and the deal team — MeridianVest is not an auction, does not rank bids, and does not determine market value.
Confidentiality and controlled access
Opportunity information is shared only with authorized users, and can be staged based on a party's progress through the process.
Invitation-based access
Accounts exist because a deal team invited a specific party to a specific opportunity. There is no public sign-up.
NDA gating
Protected materials are released only after the required NDA is executed.
Role-based, opportunity-specific
Each party sees only the opportunities they are authorized for, checked on the server for every request.
Private submissions
Proposals are private to the party and the deal team. Parties never see one another or one another's terms.
Access is enforced on the server for every request, and administrative changes are written to an activity log. Traffic is encrypted in transit over HTTPS. MeridianVest is not a custodian and never holds or moves funds.
Bring your next opportunity to MeridianVest
See how a controlled transaction process looks from the deal team's side, and from the investor's.
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