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

Deal · opened May 17, 2026

Apple Inc. AAPL2

$50.0M

facility size

  1. Sourced→
  2. Screened→
  3. Diligence→
  4. Term Sheet→
  5. Legal→
  6. Closed

Activity

  1. ✎

    Management call: use of proceeds is working capital plus capex on the new facility.

    Jun 28, 2026 · note · Ava Hartwell

  2. ✎

    Site visit scheduled with Director of Investor Relations for later this month.

    Jun 27, 2026 · note · Noah Lindqvist

  3. ✎

    IC pre-read circulated. Feedback due Friday.

    Jun 24, 2026 · note · Ava Hartwell

  4. →

    Moved from Screened to Diligence

    Jun 16, 2026 · stage-change

  5. →

    Moved from Sourced to Screened

    Jun 1, 2026 · stage-change

Changelog · append-only

May 17, 2026create dealstage: ∅ → Sourcedseed