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One term sheet collects and compares responses from dozens of lenders across multiple rounds.

Comparing Credit Terms Side by Side Across a Portfolio | Termgrid Use Case

Termgrid digitizes credit agreements and financing terms across a portfolio into one structured, searchable record.

For a firm managing debt across a growing portfolio of companies, answering a simple question, where do we land on this specific term across all our deals, is often genuinely difficult without digging back through each individual credit agreement by hand:

Lack of a fast, centralized method to evaluate specific terms like covenants or pricing structures across multiple portfolio companies simultaneously

Reliance on expensive outside counsel to answer basic credit agreement questions

Capital markets teams struggling with time-consuming manual deal comparisons across portfolio companies

Termgrid digitizes credit agreements and financing terms across a portfolio into one structured, searchable record:

01

Instant cross-portfolio analysis of key terms, covenants, pricing mechanisms, and maturity dates

02

Elimination of manual document reviews for routine comparisons

03

Reduced dependence on outside legal counsel for simple inquiries

This is exactly the kind of question that should take minutes, not a legal research project. As a portfolio grows, the cost of not having this, in both time and legal fees, grows right along with it.

  • Portfolio-wide credit term checks completed in minutes instead of days
  • Significant reduction in recurring legal expenses for routine lookups
  • Scalable framework that prevents operational bottlenecks and rising costs as portfolio grows

Want to see how Termgrid handles portfolio management?

Head to the Portfolio Management page to see how it works.

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