Portfolio Management

Real-time, data-driven intelligence

Work smarter with drill down insights across your portfolio

Run your deal financing processes on Termgrid to streamline workflows and achieve greater efficiency

Our clients trust us with debt financings worth more than $1tn

Debt

$ 1 tn

Our community represents Sponsors, Lenders and Advisors working across multiple deals

Active Users

0 +

With a combined total of $4.8tn in AUM, our clients represent a wide variety of alternative asset managers

AUM

$ 0 tn

Maximize human capital

Streamlined workflows

Tailored to private capital, Termgrid allows you to automate routine reporting, stay compliant with your credit agreements and see key upcoming maturities.

Work Smarter

Visualize your portfolio risks

Instantly track covenants, allocations, fees and financials across your portfolio. Search, filter and drill down for actionable insights.

Better outcomes

Enhanced decision-making

Enhance your portfolio analysis with real time information at your fingertips. Inform your decision making with the most up to date, comprehensive information.

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