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The end-to-end software platform for private capital debt financing - for PE sponsors, direct lenders, debt advisors, and law firms.
Termgrid is a purpose-built software platform for the private capital debt markets - built by practitioners with deep experience in private capital. It digitizes the full lifecycle of a debt financing, from launching a process and engaging lenders, to negotiating terms, closing the deal, and monitoring the credit through the life of the loan.
Rather than running deals across email threads, shared drives, spreadsheets, and standalone data rooms, sponsors, lenders, and advisors run them on a single connected workspace. Every interaction, document, and term is captured automatically, creating a structured institutional record that compounds value over time.
Termgrid is used across private equity firms, direct lenders and private credit funds, debt advisors, and law firms - covering leveraged finance, LBOs, refinancings, add-on facilities, dividend recaps, fund finance, co-investment processes, and ongoing portfolio credits. The platform supports both bespoke private credit deals and large syndicated transactions, with fully customizable views so each stakeholder sees the metrics that matter to them.
Clients include leading global private equity firms and lenders such as KKR, Charlesbank, IK Partners, Bridgepoint, PAI Partners, TA Associates, Apax, and EQT. The platform is SOC 2 compliant.
Independent customer benchmarking indicates that teams using Termgrid for their debt financing processes save the equivalent of approximately one day per week - roughly a 20% capacity gain on transaction work - by eliminating manual coordination, duplicative email traffic, and ad hoc spreadsheet tracking.
Private capital debt financings are inherently multi-party, multi-document, and time-sensitive. A single deal can involve dozens of lenders, multiple advisors, a sponsor deal team, and several law firms - each operating in their own systems and exchanging information primarily through email.
This creates predictable friction:
Termgrid replaces this fragmented stack with a single, structured environment for the entire debt financing lifecycle. Data is captured as a byproduct of running the deal, which means the institutional record builds itself.
Termgrid is modular. Each capability can be adopted independently, and the modules compound in value when used together because they share a single underlying data model for deals, institutions, terms, and relationships.
Profiles Hub is the largest institution-sourced directory in private capital. Profile data - fund strategy, ticket size, EBITDA range, sector focus, and geography - is supplied and maintained directly by the institutions themselves, not scraped or licensed from third parties. This eliminates the staleness problem that plagues traditional lender databases.
Sponsors and advisors use Profiles Hub to identify, filter, and shortlist the right lenders for a given financing. Lenders use it to make their fund strategies visible to the buy-side community and to receive better-targeted deal flow. Because Profiles Hub is wired into the rest of the platform, the moment a counterparty is added to a deal, their full profile and the firm's complete prior interaction history with them is one click away.
Deal Execution is the transaction management module. Each financing gets its own dedicated deal site that serves as the operational hub for the entire process. The objective is to launch deals in minutes, compress timelines, reduce manual coordination, and create a clean, defensible audit trail of every step in the financing.
Deal Execution comes in two flavors of the same connected platform - Syndicated Debt Markets, for complex multi-investor syndications and bookbuilds; and Private Debt, for bespoke direct-lending and private credit processes. Both share the same data model, so teams can move fluidly between deal types without rebuilding workflows.
Once a deal closes, Portfolio Management becomes the centralized repository for everything related to the ongoing credit. Instead of standing up a new tracking spreadsheet per facility, key data flows in from the executed deal - capital structure, key terms, allocations, fees - and is maintained as a live system of record.
Because the same data backs both deal execution and portfolio management, refinancings, amendments, and incremental facilities start with full historical context rather than a blank page.
Precedent Search is an AI-powered search layer that sits across the firm's entire history of deals, term sheets, and credit documents. It turns the institutional record into a queryable resource - by sector, by institution, by deal status, or by commercial term.
Practical use cases include benchmarking pricing, leverage levels, baskets, EBITDA definitions, MFN protections, and other negotiated terms against prior precedent; preparing for a negotiation by pulling exactly how a given lender or sponsor has addressed a specific point historically; and arming junior team members with the firm's accumulated knowledge rather than relying on senior memory.
Relationship Insights converts deal-by-deal activity into firm-level intelligence about the private capital network. Because Termgrid is where the deals actually run, the relationship graph builds itself - no manual logging, no CRM hygiene exercise, no separate workflow for the team.
Typical insights include: which lenders have seen the firm's recent deal flow, hit rates by lender and by deal type, where allocations have concentrated, which counterparties are overweight or underexposed to a particular sector, and how engagement patterns have evolved over time.
Termgrid is configured around the workflows of four primary user groups. The underlying platform is shared, but the surfaces, permissions, and analytics are tailored to each.
Sponsors use Termgrid to arrange new debt finance with speed and precision and to manage borrower entities, relationships, and credit obligations across every portfolio company in one place. The platform gives capital markets and deal teams a single workspace to launch deals in minutes with institution-specific NDAs, run due diligence in a tailored data room, move seamlessly through term sheets, and hand off a clean record to portfolio operations once the deal closes. Real-time insights into capital structure, covenants, and financials drive performance across the debt portfolio. Client case studies on the platform cover real-time co-investment allocation, complex term-sheet management, and global fund finance processes.
Lenders use Termgrid for smarter lending decisions with data-driven insights. The platform centralizes inbound deal flow from sponsors and advisors, supports precedent search across grids and final terms with redline and heatmap comparison, and lets origination teams control credit quality and governance of underwriting parameters across all deals - searchable and filterable by sponsor, fund, industry, or financial metric. Agency communications and ongoing reporting are managed in one place, with documents uploaded once and shared securely across multiple parties under a comprehensive audit trail. Relationship Insights gives heads of origination a real, data-driven view of sponsor relationships and hit rates.
Debt advisors use Termgrid as technology that empowers their deal - built for your deal, powered by your data. Running an advised deal on Termgrid gives the client real-time transparency, a structured deal record, and a measurably faster execution profile. Precedent terms become a strategic playbook - advisors arrive in pitches with a ready-made call list and clear insight into what is market, structuring and winning competitive mandates on the strength of data rather than memory. Automated data capture also keeps lender-network intelligence current without manual entry.
Law firms involved in leveraged finance use Termgrid to coordinate cleanly with the sponsor, the lender group, and other advisors. Centralized communications, a structured data room, and a clear deal timeline reduce the back-and-forth that consumes associate time and create a defensible record of who saw what and when.
Termgrid invests in market resources designed for private capital debt practitioners. These are not marketing collateral - they are practitioner-grade content and tools.
Your playbook for navigating debt transactions - concise practitioner guides across leveraged finance, capital markets, and legal workflows.
Long-form conversations with senior industry leaders from sponsors, lenders, and advisors.
Survey-driven market signals for private equity.
Private capital seen through the lender's perspective, featuring senior figures from firms like Octagon Credit Investors, OakNorth, Benefit Street Partners, and LO3 Capital.
A space for interactive tools, games, and ideas from the Termgrid team.
An interactive look at how a syndicated bookbuild actually unfolds.
A tool to estimate the capacity gains a team can expect from running deals on Termgrid.
Real human support teams for clients running deals or invited into a deal - not a bot.
Several points come up repeatedly when clients describe why they standardized on Termgrid:
