End to end platform for Private Capital Markets

Our end-to-end modular platform drives efficiencies across all transaction stages


Deal Execution

  • Accelerate deal execution
  • Optimize transaction costs
  • Save professional time
  • Streamline collaboration with advisors
Deal Dashboard

Track the progress of all your transactions in one place


Communicate with your deal team / advisors and stay on schedule

Data Room

Securely share files with your counterparties

Grid Negotiation

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

Portfolio management

  • Centralized repository for all your portfolio data
  • Manage consolidated capital structure
  • Monitor covenants
  • Automate routine reporting
Portfolio Management

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

Terms Database

Automatic system of record for your key commercial terms

Capital Structure

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

Covenant Monitoring

Stay compliant with your credit agreements

Lender Reporting

Automate routine reporting to borrowers and lenders

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“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

Secure and Compliant

SOC2 certified

Security is our top priority. We are SOC2 compliant and apply the highest security standards to our cloud infrastructure.

Data privacy and encryption

All files and data is encrypted using Advanced Encryption Standard (AES)


Role based permissions enable full internal and external access control

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