In today’s world of private capital, speed, clarity, and control aren’t just nice-to-haves — they’re essential. Yet while traditional M&A datarooms offer powerful tools for diligence-heavy transactions, they often fall short when applied to the more fluid and relationship-driven world of debt financing.
Managing NDAs via email, juggling disconnected spreadsheets, and toggling between CRM systems shouldn’t be the norm. That’s why it’s time to move beyond the one-size-fits-all approach of traditional datarooms.
Purpose-built for debt workflows, Termgrid offers a smarter, streamlined way to run your process.
Purpose built for your workflows
An M&A dataroom is all about diligence – organizing, storing and controlling access to documents. Whether you want a Rolls Royce like Intralinks or a mini Cooper like Firmex, there is no doubt that there are plenty of options available for an M&A dataroom.
But what if, outside of document organization, you are still managing multiple NDAs on email; grids are being exchanged in word and excel; and cross-referencing a separate CRM to track lender interactions.
A dedicated dataroom built for debt processes links to all of those features and more – enabling you to work smarter and faster.
Find out more about our end to end product here.
Skip the learning curve
Datarooms built for M&A are robust and complex. They have to be – supporting extensive processes, multiple bidders moving at different speeds and layered levels of access control.
However, this level of complexity can become a drawback outside of traditional M&A processes. Rigid permissioning, complex folder structures and a high administrative burden can quickly turn feature-rich into feature-burdened.
For processes like debt financing, where workflows are simpler and parties more limited, this can slow down setup, complicate user experience, and create administrative burden.
When your customer success team suggests a simple 15-minute kickoff call — not hours of training — you know you’re using a private capital workflow built for how you actually work.
- No complicated permissions.
- No unnecessary folder mazes.
- No process drag.
- Just smart tools, tailored for the debt process.
Deep domain expertise
Most reputable dataroom providers can guide you through technical setup, offering templates and standard structures.
But if your ‘recommended folder structure’ includes sales pipeline reports, employee rosters and IP diligence – then you know you’re working in a platform built for M&A, not private capital.
Leveraged finance demands more than just software — it demands understanding. At Termgrid, our team comes directly from private equity, debt advisory, and leveraged finance backgrounds. We know what lenders look for, what borrowers need to track, and how deals really move from pitch to close.
You won’t have to teach us your process — we already speak your language.
Want a deeper dive into our expertise? Explore our Primers here.
Designed for ongoing relationships
M&A datarooms are designed for one-time transactions. In contrast, your debt deal is just the start of a new, ongoing relationship with your lenders.
With an integrated workflow tool, you can seamlessly manage your lender reporting on an ongoing basis — tracking compliance certificates, financial submissions, and waiver requests all in one place.
Ultimately you can maintain a continuous, organized record of your lender obligations, strengthening transparency, building trust, and saving time with every reporting cycle.
Lender Count: What’s the sweet spot for your deal?
Too few lenders can limit flexibility and introduce concentration risk, while too many can slow down your process and increase complexity. In this piece, we explore how mid-market PE firms can strike the right balance to optimize speed, optionality, and long-term lender relationships.
More Than a Dataroom — A Smarter Way to Run Debt Financing
Debt financing isn’t just a transaction — it’s a process that extends far beyond the close. It requires agility, ongoing coordination, and tools that support the realities of modern private capital workflows. While traditional M&A datarooms were built for one-time, diligence-heavy events, Termgrid is built for what comes after — the real work of managing lender relationships, tracking obligations, and moving efficiently from pitch to close and beyond.
With intuitive design, deep domain knowledge, and features built specifically for leveraged finance, Termgrid replaces complexity with clarity — and replaces generic software with something that feels like it was made just for you.
It’s time to work smarter, not harder. Purpose-built starts here.
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