The Challenge
Facing an oversubscribed loan, my Managing Director asked for an analysis of our key lender relationships to ensure we could allocate strategically. He wanted to know which institutions had consistently supported us — how many times we had shown them deals, how many they had participated in, and what their allocation history looked like.
The data was scattered across spreadsheets, deal folders, and emails. Pulling it together under the pressure of a live syndication meant hours of manual reconciliation, time we didn’t have.
The Solution
Termgrid brings all of that data together under one roof in a way that no other system can. Linking through from new debt financings to debt across the portfolio as a whole – Termgrid gave us a view across our lender relationships that no other platform could.
The Outcome
With the ability to surface lender relationship analysis instantly, allocations become strategic tools to deepen key lender relationships.
Execution becomes faster and cleaner, and relationship management is proactive, with every allocation supporting long-term partnership goals.
The fact that you can surface all that data in seconds, instead of spending hours piecing it together, is a game-changer.
~ Investment Banking Analyst, Global Investment Bank
