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

Deal · opened Jun 15, 2026

Salesforce, Inc. CRM2

$18.0M

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 · Otis Yamamoto

  2. IC pre-read circulated. Feedback due Friday.

    Jun 28, 2026 · call · Lena Xiang

  3. Counsel engaged. First draft of documentation expected next week.

    Jun 27, 2026 · meeting · Otis Yamamoto

  4. Moved from Sourced to Screened

    Jun 23, 2026 · stage-change

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

    Jun 23, 2026 · note · Otis Yamamoto

Changelog · append-only

Jun 15, 2026create dealstage: Sourcedseed