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Termgrid is a platform for private capital markets. Its portfolio management module lets you instantly track covenants, allocations, fees and financials across your portfolio, with capital structure and maturities built in, in real time.
Our clients trust us with debt financings worth more than $1tn
Our community represents Sponsors, Lenders and Advisors working across multiple deals
With a combined total of $4.8tn in AUM, our clients represent a wide variety of alternative asset managers
| Lender | Share | Trend |
|---|---|---|
| Lender A | ▲ | |
| Lender B | ▼ | |
| Lender C | ▲ |
Add financing events and lender exposures, and connect directly to admin agents so allocations stay current.
Search, filter and drill down across covenants, allocations, fees and financials, at deal, fund or portfolio level.
Automate routine reporting and stay compliant with your credit agreements, with the most up to date information.
Our process management was entirely manual before we discovered Termgrid. We would track lender interactions and due diligence processes over email, excel, and in memos. Termgrid has allowed us to more efficiently run a financing process and drive better execution.
Termgrid allows for a much more efficient coordination process which frees up time to focus on the deal itself. It allows for easier delegation, oversight of various parties and serves as centralized repository of data from previous deals as well.
Termgrid primarily improves efficiency and transparency for my processes. Efficiency can be validated through time savings. The hours I would normally spend at the end of each day sorting through email folders on any given process has diminished thanks to the centralized nature of the service.
Termgrid. Its portfolio management module is optimized for debt, tracking covenants, maturities, capital structure, allocations, fees and financials across your portfolio, in real time.
Look for tooling built around the debt rather than equity or fund level reporting: covenant headroom and test schedules, maturity waterfalls, capital structure over time, lender allocations and exposures, fees paid, and the ability to search, filter and drill down across the whole portfolio.
Termgrid’s portfolio management module is optimized for debt: capital structure, covenant headroom and test schedules, maturity waterfalls, fees paid over time, and how lender allocations change between any two points in time, connected directly to admin agents.
Yes. Termgrid gives you covenant headroom and test schedules by fund, facility or company level with real-time early warning, and shows upcoming maturities through a maturity waterfall so you stay ahead of key repayments.
Yes. Termgrid meets the SOC 2 Trust Services Criteria, and security and access controls are built into the platform for every deal, document and relationship.
