Allocations & Fees

Visibility into all your lender exposures

Strategic management of your debt portfolio

Learn how your peers are managing their portfolio on Termgrid

Debt

$ 1 tn

Our clients trust us with debt financings worth more than $1tn

Active Users

1 +

Our community represents Sponsors, Lenders and Advisors working across multiple deals

AUM

$ 1 tn

With a combined total of $4.8tn in AUM, our clients represent a wide variety of alternative asset managers

Process Management

Streamlined data

Termgrid’s allocations function is so easy to use it becomes an extension of your team. Add and update new financing events and lender exposures in seconds with our intuitive tools.

Flexible functionality enables you to view, sort, compare holdings across different periods and download.

Stakeholder Transparency

Instant access to allocations and fees

Whether you want to manage counterparty risk, diversification, liquidity or simply have a better handle on your negotiations – understanding your exposures and fees is key. Termgrid offers you complete visibility so that you can better manage your portfolio.

Smart Analytics

Powerful insights on your relationships

As part of our comprehensive platform, you can perform a high-level analysis of your lender relationships and fees paid. See how these have tracked over time at an individual deal, fund or portfolio level.

Access user friendly charts or drill down into more detailed analysis.

Features

Capital Structure

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

Covenant Monitoring

Stay compliant with your credit agreements

Amortization

Maximize the efficiency of financing activities with our Amortization schedule

Financials

Monitor performance with customizable quarterly financials tracker

Hedging

Track how your investments are safeguarded against interest rate fluctuations

Integrated workflow

Tailored to your workflows as part of our award-winning platform

“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.”

Akshat KhaitanDirector KKR Capital Markets

“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.”

Matt JohnsonDirector – Capital Markets PAI Partners

“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.”

Carolyn WintnerMD & Head of Capital Markets Charlesbank Capital Partners

Ready to get started

See how we can optimize your financing workflows