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Build the book from live deal activity instead of a hand-updated spreadsheet.

Tracking Lender Demand Without Re-Entering Data | Termgrid Use Case

The information needed to build the book already exists in the process, the terms being negotiated, who's still active, what's been offered.

When a sponsor goes out to a group of prospective lenders and starts narrowing down to the group that will actually participate, someone typically has to manually track the state of that process:

Lender interest

Offered terms

Facility allocation estimates

Manual spreadsheet updates

Termgrid builds this view directly from what is already happening on the platform, rather than requiring a separate tracking document:

01

Customizable fields for key terms (tranche, amount, pricing)

02

Real-time updates as lenders respond

03

Zero manual re-entry of deal data

The information needed to build the book already exists in the process, the terms being negotiated, who's still active, what's been offered. This removes the redundant step of manually re-keying that same information into a separate tracking document.

  • Automated live book updates
  • Guaranteed accuracy without duplicate data entry
  • More time spent negotiating, less time updating spreadsheets

Want to see how Termgrid handles deal execution?

Head to the Deal Execution page to see how it works.

Explore Deal Execution

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