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

Deal · opened Apr 10, 2026

Alphabet Inc. GOOGL

$28.0M

facility size

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

Activity

  1. ✎

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

    Jun 28, 2026 · note · Ivy Jansson

  2. ✎

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

    Jun 16, 2026 · note · Ivy Jansson

  3. →

    Moved from Diligence to Term Sheet

    Jun 11, 2026 · stage-change

  4. ☎

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

    May 27, 2026 · call · Jonah Kirkland

  5. →

    Moved from Screened to Diligence

    May 21, 2026 · stage-change

  6. ✎

    IC pre-read circulated. Feedback due Friday.

    May 4, 2026 · note · Jonah Kirkland

  7. ◷

    Received latest board deck and updated financial model. Circulating internally.

    May 3, 2026 · meeting · Jonah Kirkland

  8. →

    Moved from Sourced to Screened

    May 1, 2026 · stage-change

Changelog · append-only

Apr 10, 2026create dealstage: ∅ → Sourcedseed