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

Deal · opened Jun 27, 2026

Alphabet Inc. GOOGL2

$25.0M

facility size

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

Activity

  1. ✎

    Follow-up on outstanding diligence list: 1 of 11 items received.

    Jun 30, 2026 · note · Miles Ibarra

  2. ✎

    Intro call with VP Finance. Walked through facility structure and indicative pricing.

    Jun 30, 2026 · note · Jonah Kirkland

  3. ☎

    Intro call with Director of Investor Relations. Walked through facility structure and indicative pricing.

    Jun 29, 2026 · call · Ivy Jansson

  4. ✎

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

    Jun 29, 2026 · note · Jonah Kirkland

  5. ✎

    Follow-up on outstanding diligence list: 1 of 12 items received.

    Jun 28, 2026 · note · Miles Ibarra

Changelog · append-only

Jun 27, 2026create dealstage: ∅ → Sourcedseed