CoreNav·Meridian Capital
ACQUIREDiligence & decisionMANAGEOperating intelligenceEXITSale narrative
Project Helios·141 Demo Street Industrial·Meridian Capital·Diligence ends 2026-05-21
9 days leftVDR 84%6 critical
ACQUIRE · Decision log10 entries · 1 IC decision pending

Every decision, anchored to source.

The decision log is the audit trail. Every confirmation, escalation, retrade, and model change is recorded with its evidence. Export-ready for IC.

Date
Decision / event
By
State
Evidence
Model impact
2026-05-12
Decision — open retrade package for partner review
A. Patel
Pending
Finding F-01, F-02, F-03
Pro forma v3
2026-05-11
HVAC Finding F-01 sent to Operating Partner for review
A. Patel
Sent
Engineering Report.pdf · Work Order History.xlsx
2026-05-10
Confirmed red flag RF-03 — Year 2 lease rollover
A. Patel
Confirmed
Rent Roll — March 2026.xlsx
Revenue −$180K
2026-05-09
Engineering report fully reviewed; 3 RTUs identified end-of-life
CoreNav + A. Patel
Reviewed
Engineering Report.pdf · p. 14, 22, 28
CapEx +$3.2M
2026-05-08
VDR access verified; 1,248 docs indexed and classified
System
Done
2026-05-05
Initial red flag scan completed; 7 items flagged
CoreNav
Generated
2026-05-02
VDR import started; 1,248 docs discovered, 184 material
System
Done
2026-04-29
LOI signed; diligence window opened (23 days)
A. Patel
Done
2026-04-20
IC pre-read: original $82.5M target
Meridian Capital
Approved
Base case
2026-04-15
Seller VDR access granted
Seller broker
Done

What to log next

  • Convert F-01 to finding (M. Quintero)
  • Issue seller request R-04 — utility bills
  • Send retrade package to L. Carr for partner review
  • Reflow downside scenario with elevated exit cap

Decisions by type

  • Confirmations3
  • Escalations2
  • Retrade moves1
  • Model changes2
  • System events3

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