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

Deal · opened Mar 25, 2026

Salesforce, Inc. CRM

$15.0M

facility size

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

Activity

  1. →

    Moved from Term Sheet to Legal

    Jun 11, 2026 · stage-change

  2. ◷

    Intro call with General Counsel. Walked through facility structure and indicative pricing.

    Jun 6, 2026 · meeting · Lena Xiang

  3. ✎

    Discussed covenant package at a high level. They want flexibility on reporting cadence.

    Jun 5, 2026 · note · Tessa Zielinski

  4. ◷

    Screened against mandate. Size and tenor fit; pricing discussion ongoing.

    May 31, 2026 · meeting · Lena Xiang

  5. →

    Moved from Diligence to Term Sheet

    May 23, 2026 · stage-change

  6. ✎

    Quarterly numbers came in; refreshing the model before IC.

    May 5, 2026 · note · Tessa Zielinski

  7. →

    Moved from Screened to Diligence

    May 3, 2026 · stage-change

  8. →

    Moved from Sourced to Screened

    Apr 14, 2026 · stage-change

Changelog · append-only

Mar 25, 2026create dealstage: ∅ → Sourcedseed