Deal Execution

Streamline your transaction processes and drive efficiency

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

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

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.

Free download

Interested in our Deal Execution sell sheet?

Learn how Termgrid’s Deal Execution streamlines transactions by centralizing and digitizing deal data. Download the free sell sheet to understand how teams execute deals faster, with greater transparency.

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.

Streamlined workflow

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 termsheet responses.

pROCESS MANAGEMENT

Efficiently communicate process updates to multiple parties

Replace duplicative, individual emails with a broadcast message to alert multiple lenders, lawyers and advisors simultaneously.

Email notifications ensure they won’t miss an update. Full archive on Termgrid ensures context and compliance.

Learn what Termgrid can help you with:

Syndicated Debt Markets

Close complex transactions with speed and confidence using tools built to simplify every step.

Private Debt Markets

Close private market deals faster with tools that simplify processes and keep you in control

Features

Capital Structure

The unified view of your company’s debt and equity capitalization

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