Demo data. Meridian Capital is fictional and these deals are illustrative. Figures for public companies come from real SEC filings.

Diligence memo · CIK 0001594805

Shopify Inc. SHOP

$159.83B

market cap · Financial Modeling Prep

CEO Tobias LutkeSoftware - Application8,100 employeeswww.shopify.com

Overview

As of 2026-03-31, Shopify held $1.848B [cash] in cash and equivalents and $3.895B [shortTermInvestments] in short-term investments, against total assets of $14.121B [totalAssets] and stockholders' equity of $12.501B [equity]. Revenue was $7.06B [revenue] for the fiscal year ended 2023-12-31. Net income was $1.231B [netIncome] for the fiscal year ended 2025-12-31. Operating cash flow was $2.033B [operatingCashFlow] for the fiscal year ended 2025-12-31, which was positive [ocfPositive].

Written from the metrics below and nothing else; bracketed keys cite the source row.

Balance Sheet

Cash & equivalents$1.85B2026-03-3110-Q Q1 2026 · 0001594805-26-000019
Short-term investments$3.90B2026-03-3110-Q Q1 2026 · 0001594805-26-000019
Total assets$14.12B2026-03-3110-Q Q1 2026 · 0001594805-26-000019
Stockholders' equity$12.50B2026-03-3110-Q Q1 2026 · 0001594805-26-000019

Performance (latest fiscal year)

Revenue (FY)$7.06B2023-12-3140-F FY 2022 · 0001594805-24-000007
Net income (FY)$1.23B2025-12-3110-K FY 2025 · 0001594805-26-000007
Operating cash flow (FY)$2.03B2025-12-3110-K FY 2025 · 0001594805-26-000007

Liquidity

Operating cash flow positive (no implied burn)$2.03B2025-12-31ƒ operatingCashFlow >= 0