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Investment committee note · Draft42 of 42 figures sourced

Meridian Senior Lending Fund III

Private credit · Evergreen · Sample deal pack
01

Senior-secured direct lending targeting a 10–11% net yield1, with quarterly redemption after a 12-month soft lock.

02

Across Funds I and II the realised loss rate averaged 0.4% a year2, and 98.6%3 of the book is first-lien.

03

The model implies 11.1% for FY25; the investor MIS reports 11.6%. Flagged for review.

[1]Fund presentation, slide 6deck.pptx
[2]Investor MIS, sheet "Returns", F14mis.xlsx
[3]Portfolio analytics, p.4analytics.pdf
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Every figure traces back to a document page, a regulatory filing or an official release, so your team can verify any number in seconds.

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Note Creator

Transform deal packs into committee-ready notes

Upload the materials a manager sends you. Note Creator extracts every fact with its source, routes key terms to your analyst for review and drafts a complete note in your firm's format.

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Deal pack · 6 filesDraft ready
Facts extracted247
Sent for analyst review18
Discrepancies found1
Figures sourced42 of 42
Smart Money API

Track institutional conviction at scale

Access every 13-F holding since 2013 with tickers resolved, amendments reconciled and quarter-over-quarter changes ready to use.

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Most held · curated set2026 Q2
Alphabet (GOOGL)14 of 24
Apple (AAPL)12 of 24
Berkshire (BRK.B)11 of 24
Microsoft (MSFT)10 of 24
Data Speaks API

Ground decisions in official macro data

Query inflation, policy rates, growth, employment, currencies and housing across seven economies through one consistent schema.

  • US, UK, Euro area, UAE, Saudi Arabia, India and Singapore
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Consumer prices, year over yearAug 2026
United Kingdom · ONS3.1%
United States · BLS2.7%
India · MoSPI3.9%
UAE · FCSC2.4%

Illustrative values shown.

201313-F history available from
7Economies in one macro schema
7Note templates across asset classes
100%Of output figures traced to a source
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Pricing

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Smart Money API
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Data Speaks API
Free to start
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  • Full history on paid plans
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Indicative pricing in USD, excluding VAT.

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