Firms running different kinds of deals can set up separate tag templates instead of sharing one cluttered list. Each new deal loads the right set automatically.
Firms often run more than one type of process, and a single, shared set of institution tags doesn’t fit every situation.
Firms often run more than one type of process. For example, they may manage a dual-track effort involving both syndicated bank lenders and direct lenders, or run quick early-stage reads on some deals and full, formal processes on others. In these cases, teams frequently find that a single, shared set of institution tags doesn’t fit every situation:
Tags meaningful for one process type, stages specific to a syndicated bank process, for example, can be irrelevant noise on a different kind of deal
Teams end up cluttering one master tag list with options that only apply some of the time
Or teams end up manually rebuilding tags from scratch on every new deal
Termgrid lets a firm set up tag templates suited to how they actually run different types of deals:
Define multiple distinct sets of tags, one for each deal type or process style
Set a default template that auto-populates automatically when a new deal is created
Maintain separate templates side by side, for example one for syndicated bank processes and one for direct lending
Keep each template independent, so institutions on a given deal are only ever shown tags relevant to that specific process
This is a small mechanical fix to a real organizational problem. As firms run more concurrent, differently-shaped processes, a one-size-fits-all tracking system increasingly becomes a source of friction rather than structure.
- Teams stop cluttering one shared tag list with options that only apply to some deals
- No need to manually rebuild a tag set from scratch every time a new deal starts
- Institution tracking stays relevant to the specific process a deal is actually running, whether that’s a quick early-stage read or a full formal process
Want to see how Termgrid handles deal execution?
Head to the Deal Execution page to see how it works.
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