NDA Management

Maximize speed to deal

Move from initial interest to due diligence in hours, not days.

Why run your debt finance processes 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

Accelerated deal execution

Simplify deal kick-off

Replace fragmented email coordination with a standardized digital workflow. Termgrid speeds up counterparty onboarding and provides instant data room access to maintain deal momentum.

Centralized

Full process visibility

Monitor the exact status of every NDA across your outreach in one centralized hub. Move legal obligations out of scattered threads and into a searchable, audit-ready digital repository.

Secure

Data room integration

Bridge the gap between signature and due diligence. Termgrid’s integrated workflow ensures that once an NDA is executed, participants receive instant, secure access to the data room.

Your deals done faster...

Deal Dashboard

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

NDA

Track NDAs, manage approvals, and gain full visibility into deal readiness in one centralized platform

Communication

Communicate with your deal team / advisors and stay on schedule

Data Room

Securely share files with your counterparties in a dedicated private capital data room

Term Sheets

Create standard grid templates and manage the bid process automatically

Lender Engagement

Monitor deal activity in real time to stay informed and make data-driven decisions

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