Research library

Selected public materials.

A restrained collection of Meridian’s public research standards, practice briefs and clearly labelled illustrations.

Screening instrument · PDF

Hard-asset opportunity intake.

A concise instrument for recording ownership, control, permitted use, infrastructure, counterparties, economics, process and source evidence before a situation is advanced.

Public practice instrument. It is not investment, legal, tax, securities or technical advice and does not represent client interest.

Open checklist ↗

Meridian Deal PartnersHard-Asset
Intake ChecklistPDF · 2 pages

Standards and instruments

Useful by design.

Research standardThe source-trail and challenge standardExplore ↗ Mandate disciplineThe Meridian method and removal registerExplore ↗ Decision objectsThe public output registerExplore ↗ Framework registerMEDG and the Meridian framework familyExplore ↗

Briefings

The work, on paper.

For allocators · PDFPrivate-market intelligence — the desk for family capitalOpen ↗ For those raising · PDFCapital formation — materials, corridors and process to closeOpen ↗ Illustrative · PDFA quarterly intelligence dossierOpen ↗

Illustrative formats

Format is not a claim of work performed.

Public examples demonstrate how a mandate, evidence ledger, removal register, principal record or workspace may be structured. They contain no authenticated client workspace, live mandate, transaction state or performance result.

Illustrative

Workspace demonstration

A public-safe example of mandate, review and source organization.

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Illustrative

Principal record format

A synthetic format example that conspicuously avoids client-style facts and economics.

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Private work

Permissioned records remain private.

Client mandates, dossiers, relationship state and non-public source material are not part of the public research library.

Client experience ↗