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