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

Deal · opened May 1, 2026

Shopify Inc. SHOP

$10.0M

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.

    Jul 1, 2026 · meeting · Juno Blackwood

  2. ☎

    Counsel engaged. First draft of documentation expected next week.

    Jun 15, 2026 · call · Bram Abernathy

  3. →

    Moved from Screened to Diligence

    Jun 11, 2026 · stage-change

  4. ✎

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

    Jun 7, 2026 · note · Juno Blackwood

  5. ✎

    Site visit scheduled with General Counsel for later this month.

    Jun 5, 2026 · note · Bram Abernathy

  6. →

    Moved from Sourced to Screened

    May 21, 2026 · stage-change

  7. ✎

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

    May 15, 2026 · note · Juno Blackwood

Changelog · append-only

May 1, 2026create dealstage: ∅ → Sourcedseed