The Efficiency Playbook

Your essential guide to peak performance in debt finance operations

A practical resource for private equity teams seeking to streamline processes, remove friction, and scale with confidence.

Termgrid Efficiency Playbook
The Efficiency Playbook

Your essential guide to peak performance in debt finance operations​

A practical resource for private equity teams seeking to streamline processes, remove friction, and scale with confidence.

The Efficiency Playbook

A modern framework for high-velocity deal teams

The practical guide every private equity professional needs to scale debt finance operations, eliminate friction, and unlock peak performance.

Find out how to negotiate better with precedents at your fingertips

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

Efficiency is now your competitive edge

In an increasingly competitive deal landscape, efficiency isn’t just a nice-to-have, it’s your edge. The Efficiency Playbook distills proven strategies, tools, and frameworks that leading investors use to drive speed, accuracy, and collaboration across every stage of the deal lifecycle.

Whether you’re optimizing internal processes, improving portfolio monitoring, or leveraging technology for smarter decision-making, this playbook gives you the roadmap to work better, not harder.

What you’ll get from the Playbook

Accelerate closings
Improve accuracy
Increase confidence among network
Scale execution capacity

TRUSTED NETWORK

Expand your capital connections

In an increasingly competitive deal landscape, efficiency isn’t just a nice-to-have — it’s your edge. The Efficiency Playbook distills proven strategies, tools, and frameworks that leading investors use to drive speed, accuracy, and collaboration across every stage of the deal lifecycle.

ENRICHED DATA

Find the right partners with powerful insights and filters

Whether you’re optimizing internal processes, improving portfolio monitoring, or leveraging technology for smarter decision-making, this playbook gives you the roadmap to work better — not harder.

The Efficiency Playbook helps you:

  • Accelerate closings by automating administrative tasks and reducing hand-offs.

  • Improve accuracy with a single source of truth for deal documents and lender communications.
  • Increase confidence among lenders and advisors through faster, clearer responses.
  • Scale execution capacity to run more deals in parallel without adding headcount.

If you are new to Termgrid and would like more information about accessing Profiles Hub or updating your company’s profile, please contact us. 

If you’re an existing user of Termgrid and would like to ensure your organization’s profile is up to date and visible, please log in here. 

For any questions, contact here.

FASTER, SMARTER CONNECTIONS

Integrated profiles for more effective dealmaking

Profiles Hub seamlessly connects with Termgrid’s market-leading end-to-end platform, eliminating manual data entry. Instantly see which institutions are in your network and review your complete deal history with each institution. 

Discover new lenders outside your network, view engagement, and request bespoke information privately—all from one integrated hub.

Ready to get started

See how we can optimize your financing workflows