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

Deal · opened Jun 16, 2025 · closed Sep 9, 2025

Microsoft Corporation MSFT

$30.0M

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.

    Apr 14, 2026 · note · Mia Devereux

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

    Mar 3, 2026 · note · Emma Marchetti

  3. Follow-up on outstanding diligence list: 8 of 11 items received.

    Dec 27, 2025 · note · Mia Devereux

  4. Quarterly numbers came in; refreshing the model before IC.

    Dec 22, 2025 · note · Emma Marchetti

  5. Moved from Legal to Closed

    Aug 26, 2025 · stage-change

  6. Moved from Term Sheet to Legal

    Aug 12, 2025 · stage-change

  7. Moved from Diligence to Term Sheet

    Jul 29, 2025 · stage-change

  8. Site visit scheduled with VP Finance for later this month.

    Jul 15, 2025 · note · Mia Devereux

  9. Moved from Screened to Diligence

    Jul 14, 2025 · stage-change

  10. Moved from Sourced to Screened

    Jun 30, 2025 · stage-change

Changelog · append-only

Jun 16, 2025create dealstage: Sourcedseed