From referral to renewal — the institutional capital lifecycle.
How a director of origination at an impact fund goes from first mention of Comerix to sourcing, closing and monitoring a Caribbean portfolio.
Maya hears about Comerix at a regional impact investing forum and receives an intro email from a peer at another DFI.
She spins up a sandbox account, browses live pipeline, and pulls three sample Provara reports to test the methodology against deals she already knows.
Meridian's IC signs off on the Enterprise tier — unlimited seats, API access into their portfolio system, and CTII regional intelligence bundled in.
Maya configures saved searches (agri-export, USD 3–8M, Provara ≥ 60) and sets alerts. The pipeline surfaces qualified candidates weekly.
She compares shortlisted companies side-by-side on Provara domain profiles rather than pitch decks — screening decisions in minutes, not weeks.
For CaribHarvest, she requests data-room access, executes the NDA, and runs a domain-by-domain diligence review with her team.
Term sheet is issued through the workflow, negotiated and moved to committed. Documents and activity are timestamped and auditable.
Post-close, Meridian tracks quarterly Provara re-scores across the portfolio and renews Enterprise at year-end with expanded seats.