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

Deal · opened Jun 12, 2026

Microsoft Corporation MSFT3

$35.0M

facility size

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

Activity

  1. Follow-up on outstanding diligence list: 4 of 15 items received.

    Jun 30, 2026 · note · Ethan Nakamura

  2. Site visit scheduled with Treasurer for later this month.

    Jun 30, 2026 · call · Emma Marchetti

  3. Moved from Sourced to Screened

    Jun 22, 2026 · stage-change

  4. Intro call with VP Capital Markets. Walked through facility structure and indicative pricing.

    Jun 16, 2026 · meeting · Ethan Nakamura

Changelog · append-only

Jun 12, 2026create dealstage: Sourcedseed