Meridian launches Portfolio Lens →
Team presenting a new offering
EbixMeridian

Manage live and past offerings.

Publish offerings with terms, documents, and eligibility rules, put them in front of the right investors, take investment requests, and keep a searchable archive in one governed pipeline.

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Offering management capabilities

Offering Management

Create, publish, and maintain active and past offerings on the Offerings Master, the single governed source for key terms, documents, eligibility rules, and investor access.

Active Offerings for Investors

Investors browse active offerings, with size, location, and minimum investment up front, on a curated screen built for institutional-grade deal flow.

Offering Intelligence

Meridian AI turns lengthy offering documents into clear summaries of strategy, minimums, fees, term, liquidity, risks, and key dates, each cited to its source page.

Conversational Document Review

Advisors and investors ask questions about an offering and receive grounded answers linked to the source documents. Open inquiries route straight to the Fund Manager.

Past Offerings Repository

A fully searchable repository of past offerings for due diligence and historical reference. Deal history never disappears into old email threads.

Offering Document Vault

Offering materials, subscription agreements, and marketing documents live in an integrated vault: versioned, permissioned, and always audit-ready.

Follow an offering through the portal

From the branded storefront to a submitted investment request, every step below is an actual product screen.

Branded investor access

Investors land on a curated carousel of active offerings, with size, location, and minimum investment up front, under your firm's branding with secure login by phone number or user ID.

  • Institutional-grade presentation of each deal
  • White-labeled to your firm
  • Sign-up and language selection built in
ebixmeridian.com/gammaportal
Branded portal landing with active offerings and customer login

Offering details and documents

Each offering carries size, minimum investment, term, asset sub-class, and location. The offering document is one click away, and Invest Now sits right on the card.

  • Active and past offerings tabs
  • Offering documents attached to the deal
  • Need More Help puts the Fund Manager one tap away
ebixmeridian.com/activeOfferings
Active offerings screen with Invest Now

Investor questions routed to the Fund Manager

Interested investors confirm their contact details and the inquiry lands with the Fund Manager, attached to the deal rather than lost in an inbox.

ebixmeridian.com/activeOfferings
Connect with the Fund Manager dialog

Commitment capture and tracking

When an investor commits, the investment request is submitted to the Fund Manager and confirmed on screen, creating a tracked record from the first dollar.

  • Investment details sent to the Fund Manager
  • Confirmation with amount invested
  • Straight back to the active offering
ebixmeridian.com/activeOfferings
Investment confirmation dialog

Actual product screens, shown as configured and white-labeled for RedGram Wealth Management, an investment advisory firm running on EbixMeridian. Your firm gets the same portal under your own brand.

From publication to archive

01

Offering is published

The Admin or Advisor uploads the offering to the Offerings Master with size, minimums, and documents.

02

Investors discover it

The offering appears on the Active Offerings screen for eligible investors, with a direct line to the Fund Manager for questions.

03

Investment request submitted

The investor commits from Invest Now; the request routes to the Fund Manager for review and acceptance.

04

Offering is archived

Closed deals move to the searchable past-offerings repository, with full history retained for due diligence.

Put your next offering
in front of investors

See how EbixMeridian runs an offering end to end: publication, discovery, requests, and archive.

Request a demo