Termgrid Pulse · 2026 Survey

Private Capital
2026 Outlook

Insights from the Termgrid community on the themes shaping private markets — from sentiment and deal terms to the race for technology-driven efficiency.

Market Outlook
Deal Dynamics
Technology Adoption
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Respondent Profile

Who We Heard From

Respondents were geographically balanced, spanning the full spectrum of private capital market participants — from sponsors and lenders to private credit funds, advisors, and other deal participants.

Geographic Distribution
48% EMEA
47% Americas
5% Other

Respondents were well-represented across both EMEA and the Americas, providing cross-regional perspective on the findings.

Participant Types
Sponsors~25%
Bank Lenders~22%
Private Credit Funds~20%
Advisors~18%
Other Deal Participants~15%

The survey results reveal a market defined not by pessimism, but by uncertainty, resilience in the lower mid-market, and a decisive shift toward technology-driven efficiency.

Market Outlook

Neutrality replaces optimism. Sentiment has softened across the board — but the data reveals important nuances by segment, market size, and geography.

General Outlook for Private Markets

Lower Mid-Market — Positive45%

of respondents working with firms below $50mn EBITDA report a positive outlook

Outlook by Segment
Lower mid-market (<$50mn EBITDA)45%
Mid-market~30%
Large cap~18%

The lower mid-market shows relative insulation from heightened competition, interest rate sensitivity, and broader macroeconomic pressures.

Fundraising Environment: Challenging, but Stabilising

Americas40%+view fundraising conditions negatively
vs
EuropeNeutral →+early signs of improving outlook
Negative View of Fundraising (by Participant Type)
Sponsors>50%
Private Credit Funds~30%

Private credit funds are considerably more positive than sponsors on the fundraising environment, with 42% reporting an improved outlook.

Spread Expectations: Flat to Tighter

Expect Spreads to Tighten or Remain Flat73%

A clear majority expect stable or compressing spreads over the next six months.

Who Expects Spreads to Widen

By participant type and firm size advised

22%Sponsors
25%Firms <$100mn EBITDA
44%Firms below $50mn EBITDA — greater pricing pressure at the smaller end

Deal Dynamics

Race-to-the-bottom risks in documentation and rising Liability Management Exercises signal a more complex deal environment heading into 2026.

“Race to the Bottom” on Terms

Respondents report that Europe’s fragmented loan market has historically accommodated diverse documentation practices. That tolerance is being tested — European markets see greater risk than the Americas.

EuropeHigher riskRespondents report greater perceived risk of race-to-the-bottom on deal terms
AmericasLower riskRespondents report more contained concern around documentation discipline
Lower Mid-Market View

Relatively Unconcerned

Lower mid-market shows continued confidence in disciplined pricing.

This segment’s insulation from the race to the bottom reflects structural differences in lender concentration and deal complexity at smaller market sizes.

Liability Management Exercises (LMEs)

A majority of respondents expect LME usage to increase over the next 12 months — with notable divergence between regions.

Americas — Expect LME Increase55%

More than half of Americas respondents expect a rise in LME activity

EMEA — Expect LME Increase41%

Notably lower than Americas, reflecting different market structures

View Strongest Among
Sponsors
Advisors

Technology Adoption

Efficiency gains are the primary driver of technology adoption in private capital. Early movers are already realising material benefits — but implementation challenges remain widespread.

Where Technology Can Have the Greatest Impact

Biggest Efficiency Gains — Ranked
Virtual Data Rooms★ Top
Online NDAs★ Top
Information SharingHigh
Relationship IntelligenceHigh
Counterparty DiscoveryMedium
Technology Improves the Entire Deal Process
Deal OriginationCounterparty discovery & reach
ExecutionVDRs, NDAs, term sheets
Relationship MgmtIntelligence & tracking
MonitoringReal-time visibility & data

Tracking Deal Terms: Moving Beyond Excel

Early adopters are increasingly moving away from Excel toward purpose-built systems, driven by the need for data integrity, scalability, and real-time visibility. As deal volumes and complexity increase, spreadsheet-based workflows are proving less sustainable.

Barriers to Adoption & Realised Benefits

Top Barriers to Adoption
Organisational PoliciesInstitutional constraints slow rollout
Lack of TimeBandwidth constraints delay implementation
Realised Benefits (Among Adopters)
Efficiency Gains#1
Automation#2
Cost Savings#3
Risk Reduction#4
Summary

Key Takeaways

Six findings that define how private capital is navigating change — and preparing for what’s next.

Market sentiment has softened, but uncertainty — not pessimism — dominates. Optimism has declined since mid-year, but outright negativity has also eased, pointing to a market in a holding pattern rather than distress.

The lower mid-market remains comparatively resilient. Firms below $50mn EBITDA show stronger positive sentiment, relative insulation from macroeconomic pressures, and greater confidence in deal discipline.

Fundraising is stabilising, with private credit more positive than sponsors. While conditions remain challenging, early signs of improvement are emerging — particularly in Europe and among private credit funds (42% reporting an improved outlook).

Most expect spreads to remain flat or tighten (73%), though pressure persists at smaller deal sizes. Respondents working with the smallest firms expect wider spreads at notably higher rates than the broader market.

LMEs are expected to increase, particularly in the Americas (55% vs. 41% in EMEA). Sponsors and advisors hold the strongest conviction on this trend, with implications for credit documentation and lender-borrower dynamics.

Technology adoption is accelerating, driven primarily by efficiency gains. Early adopters are moving beyond Excel to purpose-built platforms, with VDRs and online NDAs delivering the largest measurable improvements to deal workflows.

About Termgrid

Termgrid is the market-leading software platform purpose-built for private capital markets. Trusted by over 1,600 institutions and 30,000 users, Termgrid streamlines the end-to-end financing workflow, delivering efficiency and insight at every stage of a transaction.

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30k+Deal participants on Termgrid
1,600+Institutions in the community
2026Survey Year
3Core Themes