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DEAL EXECUTION

Streamline your transaction processes and drive efficiency

Reduce manual, repetitive work while centralizing and digitizing your deal data

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Learn how your peers are executing deals 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

Digital Database

A single source of truth

Finding deal information scattered in shared drives, and email inboxes across hundreds of spreadsheets and documents is a nightmare.

By running your transactions on Termgrid all deals, negotiations, terms, and relationship data are automatically captured, digitized, and cataloged for you.

Process Management

Easily track & manage transactions

No more manual Excel tracking sheets – each transaction has a dedicated deal site in Termgrid. The deal dashboard provides a holistic snapshot of your timeline, lender task progress, and all activity in the data room, communications portal, and termsheet functions.

Process Management

Fast, transparent collaboration with deal participants

Empower your lenders and deal team members with technology to expedite execution by keeping them on track and up to date efficiently and securely.

Add them to the deal on Termgrid so they can view your timeline and tasks, access documents from the data room, and upload termsheets responses.

Process Management

Efficiently communicate 
process updates to multiple parties

Instead of manually cutting and pasting the same deal process information into duplicative, individual emails send a broadcast message from Termgrid to alert multiple lenders, lawyers, and advisors simultaneously.

They’ll get notified by email so they won’t miss an update and all messages are archived in Termgrid for context and compliance.

Calculate Time Savings

Your deals done faster...

Deal Dashboard

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

Communication

Communicate with your deal team / advisors and stay on schedule

Data Room

Securely share files with your counterparties

Termsheets

Create standard grid templates and manage the bid process automatically

Fee Tracker

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

Lender Reporting

Automate routine reporting to borrowers and lenders

“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

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See how we can optimize your financing workflows

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