Meridian Advisory: Commission Transparency
Meridian Advisory Group
100%
Commission visibility
12
Introduced investors tracked
18
Active investments monitored
0
Manual reconciliation hours
The Challenge
Meridian introduces investors to PE deals across multiple sponsors. They had no centralized view of commissions — entry fee calculations were done by each sponsor independently, and carry retrocession tracking was essentially non-existent. Reconciling commission payments required manual cross-referencing of deal documents.
The Solution
With Stak's external partner view, Meridian now sees all introduced investors, their commitments, and real-time commission calculations in one dashboard. Entry fee commissions are auto-calculated when investors confirm, and carry retrocession is tracked as investment values change.
“For the first time, we can see exactly what we are owed across all deals — entry fees and carry — without chasing spreadsheets from each sponsor.”
— Meridian Advisory Group
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This case study uses a representative scenario based on common Stak customer workflows. Company names and figures are illustrative.