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