DEAL EXECUTIONStreamline your transaction processes and
drive efficiency
Reduce manual, repetitive work while centralizing and digitizing your deal data
Why run your deal financing processes on Termgrid?
Less admin, more value add
Maximize your human capital – automate time-consuming process management tasks currently handled by email and spreadsheets such as lender outreach and terms feedback
One place for all deal data
Termgrid is a system of action, not data entry – simply by working on the platform all transaction data is systematically digitized, automatically building your deal database
Collaborate to accelerate
A slow process is an expensive one. Replace costly email back and forth with technology that aids deal participant connectivity to speed execution
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.
Live Deals
Run any process end-to-end from an add-on to new platform financing.
Offline Deals
Upload historical deals to create a complete repository.
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.
Timeline
Map and track all important dates and key milestones associated with the transaction. Share the timeline with lenders and deal team members so they have transparency.
Task Tracker
See lender task progress at an institutional level to instantly know where each lender is in your process – has the NDA been signed? Has the grid been agreed?
Use customizable tags to track where lenders are in the process – active, passed etc. so you can manage the process your way.
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.
Directory
Over 700 lenders, comprising more than 12,000 users are on Termgrid.
Pick if you want to show them a deal. And if they’re not there add them. They’ll get an email to set up an account.
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.
file sharing
Securely share without switching using a built-in, modern data room
Securely share deal documents without switching to a separate platform. Stay in one place and consolidate to save money on an additional VDR tool.
Permissions
Files and folders can be securely permissioned at both the individual and institutional levels.
Engagement
See in real-time what has been shared with each institution and who has accessed which documents
DOCUMENT MANAGEMENT
Streamline the NDA process with flexible click-throughs
Save time and reduce legal costs by more efficiently managing the NDA process.
Evergreen or bespoke per institution. Use a global NDA template applicable to all institutions or use different NDAs for different lenders, reducing negotiated NDA comments and iterations.
Individualized NDAs
Straight click-through to agreed house terms with each of your lenders
Audit Logs
Ability to see exactly when and who (at the individual and institutional level) signed the NDA and easily export these logs
TERMSHEETS
Secure, standardized grid exchange & negotiation
Sending termsheet versions back and forth over email is highly insecure and a version control nightmare. Email is not an encrypted technology however as a secure portal, Termgrid removes the need to use clunky file transfer sites or email.
House Template
Customize a short-form grid through to a long-form termsheet to build house precedent templates to reduce your process overhead wherever you are in the process
Lender Feedback
Lenders can work in the platform or upload their Excel or Word grid feedback into Termgrid. This means all terms feedback is automatically tracked, building a precedents database.
TERMSHEETS
Instantly view & compare grid responses
No more manually consolidating redlines – easily identify the key issues and get insights faster. Click-to-compare lender responses and different versions to see what’s changed.
Heatmap
Easily see if bid metrics have been accepted
Auto-Redline
Your external counsel can easily generate a comparison of different versions asks redlined in Termgrid, select the versions to compare, and toggle on the redline function.
TERMSHEETS
Search & analyze your lender precedents
With Termgrid your lender term sheet responses are automatically and systematically captured creating a precedents database you can query and compare.
Uncover insights into key terms received and relevant lender precedents for more data-driven, strategic lender engagement and negotiation.
Comparison Filters
Filter your search by geography, EBITDA size, sector, client, structure and more. This enables you to look across a vast library of data and distill it down to find the key information you want to run a comparison on
More Features
Fee Tracker
Track all your fees on transactions in one place – equity or debt financing related.
Notes
Capture qualitative information for each deal on lender pain points and what they care about.
Allocation
Track your allocations over time, in one place.
What do our clients think?
Set up a Termgrid intro & demo
Learn more about us and see the platform in action