Allocations and Fees

Visibility into all your lender exposures

Strategic management of your debt portfolio

Learn how your peers are managing their portfolio on Termgrid

Active Users

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

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Capacity Enhancements

Your peers are saving one day a week by using Termgrid for their debt financing processes

Institutions

The largest network in private capital - ensuring you can connect with the right institution quickly and easily

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

Financials

Monitor performance with customizable quarterly financials tracker

Hedging

Track how your investments are safeguarded against interest rate fluctuations

Amortization

Maximize the efficiency of financing activities with our Amortization schedule 

Covenant Monitoring

Stay compliant with your credit agreements

Integrated workflow

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

“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.”

Carlyn Wintner, MD & Head of Capital Markets
Charlesbank Capital Partners

“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 Johnson, Director – Capital Markets
PAI Partners

“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 Khaitan, Director
KKR Capital Markets

Ready to get started?

See how we can optimize your financing workflows