Debt. Simplified.

Termgrid® helps private equity firms and lenders streamline their debt financing process and portfolio management.

Trusted by more than 1,100 institutions, including:

Built specifically for the private capital markets

For
Borrowers

Access relevant lenders and securely collaborate with them

For
Lenders

Strengthen underwriting processes.
Organize your deal information.
Manage your borrower relationships.

For
Advisors

Run more efficient processes.
Differentiate in the marketplace.
Save costs.

Financing volume managed on the platform

$ 0 billion+

Investment professionals on the platform

0 +

Financial institutions on the platform

0 +

End-to-end platform for private capital markets

Increase productivity. Reduce transaction costs.
Strengthen portfolio oversight.

Deal Dashboard

Track the progress of all your transactions in one place with our debt advisory platform tech

Deal Execution
Portfolio Management

Single source of truth for all your transaction data

Portfolio Management
Collaboration

Communicate with your deal team / advisors and stay on schedule

Deal Execution
Terms Database
Automatic system of record for your key commercial terms
Portfolio Management
Data Room
Securely share files with your counterparties
Deal Execution
Capital Structure

The unified view of your company’s debt and equity capitalization

Portfolio Management
Grid Negotiation

Create standard grid templates and manage the bid process automatically

Deal Execution
Covenant Monitoring

Stay compliant with your credit agreements

Portfolio Management
Fee Tracker

Track all your fees on transactions in one place – equity or debt financing related

Deal Execution
Lender Reporting

Automate routine reporting to
borrowers and lenders

Portfolio Management
Deal Dashboard

Track the progress of all your transactions in one place with our debt advisory platform tech

Deal Execution
Deal Dashboard

Track the progress of all your transactions in one place with our debt advisory platform tech

Deal Execution

Latest insights

Ready to get started

See how we can optimize your financing workflows