Deal · opened Mar 25, 2026
Salesforce, Inc. CRM
$15.0M
facility size
- Sourced→
- Screened→
- Diligence→
- Term Sheet→
- Legal→
- Closed
Activity
- →
Moved from Term Sheet to Legal
Jun 11, 2026 · stage-change
- ◷
Intro call with General Counsel. Walked through facility structure and indicative pricing.
Jun 6, 2026 · meeting · Lena Xiang
- ✎
Discussed covenant package at a high level. They want flexibility on reporting cadence.
Jun 5, 2026 · note · Tessa Zielinski
- ◷
Screened against mandate. Size and tenor fit; pricing discussion ongoing.
May 31, 2026 · meeting · Lena Xiang
- →
Moved from Diligence to Term Sheet
May 23, 2026 · stage-change
- ✎
Quarterly numbers came in; refreshing the model before IC.
May 5, 2026 · note · Tessa Zielinski
- →
Moved from Screened to Diligence
May 3, 2026 · stage-change
- →
Moved from Sourced to Screened
Apr 14, 2026 · stage-change
Changelog · append-only
| Mar 25, 2026 | create dealstage: ∅ → Sourced | seed |