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Conditional Access

Automate diligence access. Stay in control.

From acceptance to access, without the manual steps.

Learn how your peers are executing deals on Termgrid

Active Users

30000 +

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

Capacity Enhancements

20 %

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

Institutions

1600 +

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

LESS ADMIN. FASTER ACCESS.

Take your team out of the middle

Let lenders accept release letters and access diligence without waiting on the deal team.

Conditional Access removes the manual handoff between acceptance and access. Lenders can accept and gain access automatically or work directly with the diligence provider if changes are needed.

Lenders release letters
Conditional Access FAQs

Free download

Everything you need to know about Conditional Access

Simplify how release letters are managed during financing processes with Termgrid’s Conditional Access.

 

The Conditional Access FAQs explains how lenders can accept or negotiate release letters, how legal teams and diligence providers can stay involved, and how access to sensitive diligence materials is automatically granted once the required terms are accepted. 

Release letters PDF access

CONTROL WITHOUT THE ADMIN

Keep providers in control

Automate access without giving up control over the release process.

Release letters stay protected as PDFs, so terms can’t be altered on the platform. Lenders who want to negotiate are routed straight to the provider – who then decides how exceptions get handled, not your deal team.

PROOF, NOT PAPERWORK

Every acceptance, on the record

No more chasing signatures or building a manual log of who agreed to what.

Each acceptance automatically captures the signatory’s name, entity, and address, timestamped the moment they accept. Audit-ready by design.

Release letters summary

Your deals done faster...

Deal Dashboard

Track the progress of all your transactions in one place with our debt advisory platform tech

NDA

Track NDAs, manage approvals, and gain full visibility into deal readiness in one centralized platform

Communication

Communicate with your deal team / advisors and stay on schedule

Data Room

Securely share files with your counterparties in a dedicated private capital data room

Term Sheets

Create standard grid templates and manage the bid process automatically

Lender Engagement

Monitor deal activity in real time to stay informed and make data-driven decisions

Integrated Workflow

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

Proven Results

Termgrid has worked with many clients to realize time savings and efficiencies across their debt finance processes. Based upon our experience with clients, we know that our platform can help you realize efficiencies in your workflows.

Ready to get started

See how we can optimize your financing workflows