Capital Structure

Real-time views of the capital stacks in your portfolio

Instant access to evolving cap table structures and financing rounds

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

Digitized Data

Enhanced decision making

Up to date information on your portfolio companies’ capital structure. From initial closing to the latest add-on financing, you can view your PortCo capital structures at a glance, for data-driven decisions on financing and investment.

Operational Efficiency

Increase Productivity

Reduce time spent on manual workflows and searching for information. All your capital structure information in the same place.

Move beyond data collection and allow your team to focus on creating value in the portfolio.

Tailored Solutions

Optimized for debt

Our Portfolio Management module is specifically designed for debt portfolios. Drawn from leveraged finance backgrounds, our professional services team can offer templates and guidance on how to optimize your work.

Termgrid speaks your language in a way that other portfolio management tools can’t.

Features

Covenant Monitoring

Stay compliant with your credit agreements

Allocation & Fees

Track all your fees on transactions in one place – equity or debt financing related

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