Portfolio Management

Real-time, data-driven intelligence

Work smarter with drill down insights across your portfolio.

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

Active Users

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

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Capacity Enhancements

Your peers are saving one day a week by using Termgrid for their debt financing processes

Institutions

The largest network in private capital - ensuring you can connect with the right institution quickly and easily

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.

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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 you decision making with the most up to date, comprehensive information.

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Features

Capital Structure

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

Covenant Monitoring

Stay compliant with your credit agreements

Hedging

Track how your investments are safeguarded against interest rate fluctuations

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

“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.”

Carlyn Wintner, MD & Head of Capital Markets
Charlesbank Capital Partners

“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 Johnson, Director – Capital Markets
PAI Partners

“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

Ready to get started?

See how we can optimize your financing workflows