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Relationship Intelligence for PE Debt

Private Equity CRM Software

Track lender relationships, allocations, and financing history across your firm. Termgrid captures deal and portfolio activity automatically, reducing manual effort for your debt team.

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$1tn+

Financings Managed

PE firms trust Termgrid to run and record every debt financing, end-to-end.

1,600+

Institutions in Your Network

The largest network in private capital, covering sponsors, lenders, and advisors.

20%

Capacity Enhancements

Capital markets teams save one day a week with Termgrid’s CRM and deal tools.

Trusted by more than 1,600 institutions, including:

What It Is

What Is Private Equity CRM Software?

Private equity CRM software is the system PE firms use to track relationships with lenders, intermediaries, portfolio companies, and investors across the deal lifecycle. Most private equity CRM software focuses on fundraising and deal sourcing on the equity side.

Termgrid is the private equity CRM software built for the debt side. It captures lender relationships, allocations, and financing history automatically from your deal and portfolio activity, so your CRM is always live, always accurate, and always owned by the team that uses it.

Why It Matters

Why PE Firms Need Dedicated CRM Software

Relationships are the currency of private equity. The right private equity CRM software turns scattered inbox history into firm-wide intelligence.

Relationship Data That Never Rots

Every deal, allocation, and lender interaction updates the CRM in real time. No stale records, no end-of-quarter clean-up.

Faster Decisions

Live views on coverage, lender appetite, and counterparty history help deal teams move faster with better context.

Lender Coverage at Scale

Manage multiple lenders per deal across the portfolio without losing track of allocations, fees, or engagement.

Audit-Ready History

Deal activity is logged throughout the process, supporting audit and compliance reviews when needed.

Key Features

Key Features of Termgrid's Private Equity CRM

Every feature is built around the debt lifecycle, so your CRM reflects how your firm actually runs financings.

01

Lender Relationship Tracking

Termgrid captures lender interactions from your deal activity and builds structured relationship records. Most data flows in automatically; teams can add notes and context where needed.

02

Allocation and Fee History

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03

Deal Contact and Team Management

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04

Lender Profiling and Classification

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05

Engagement and Activity History

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06

System Integrations

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Challenges Solved

How Termgrid Solves Common PE CRM Challenges

Many PE CRM tools are designed primarily for equity workflows. Termgrid adds the debt-side layer, capturing deal and portfolio data to keep lender records current.

Challenge

CRM data falls behind between deals

Teams update records during a deal, then move on. By the next financing, allocations, contacts, and commitments may be out of date.

Solution

Deal activity flows into lender records automatically

Termgrid writes data from deal execution into your lender records. Most updates happen automatically, reducing the manual effort needed to keep your CRM current.

Challenge

Lender relationships sit in individual inboxes

A banker leaves, and their book of relationships walks out the door. Coverage gets patchy and institutional memory is lost.

Solution

Firm-wide coverage and engagement

Termgrid gives every deal team a complete view of lender engagement across the firm, owned by the firm, not the individual.

Challenge

Teams duplicate data between CRM and deal tools

Hours get lost re-keying deal information into Salesforce, then re-keying it again into reporting decks and committee memos.

Solution

One system of record for debt deal activity

Termgrid is the system of record across execution, monitoring, and CRM. Data flows in once and everything downstream stays in sync. For firms running DealCloud or Salesforce, Termgrid connects via API to transfer data out to those platforms.

Challenge

General-purpose CRM tools can struggle with debt workflows

Many CRM tools require customization to handle debt-specific workflows like lender allocations, term sheet tracking, and covenant management. This creates extra work and fragmented data.

Solution

Termgrid coexists and owns the debt layer

Termgrid sits alongside DealCloud, Altvia, or Salesforce. It owns the debt-side CRM so your equity-focused tools stay focused.

Who Uses It

Who Uses Termgrid as Their Private Equity CRM

Termgrid’s private equity CRM software supports every team that touches a financing, from origination to portfolio review.

Capital Markets

Manage multiple lenders per deal without losing relationships or context.

Deal Teams

Live lender coverage and historical context on every new financing.

Portfolio Monitoring

Track lender activity against live portfolio debt and refinancing windows.

CFOs & Finance

Firm-wide view of lender commitments, allocations, and engagement for LP reporting.

Private Credit

Direct lenders tracking sponsor coverage, pipeline, and fee history in one place.

Comparison

How Termgrid Compares to Generic PE CRM Software

Termgrid is not a replacement for DealCloud, Salesforce, or Altvia. It is the debt-side CRM most PE firms are missing.
CAPABILITY GENERIC PE CRM TERMGRID
Built for Broad CRM workflows, often equity-focused Debt financing and lender relationships
Data entry Manual, supplemented by email sync Automatic, captured from deal execution
Lender allocation history Custom fields Core data model
Deal team permissions Generic role based Deal-level, per lender and advisor
Portfolio integration Separate module Allocation and fee data, linked to portfolio debt
Best fit Equity workflows and investor relations Capital markets, deal, and portfolio teams

Why Termgrid

Why Choose Termgrid?

Termgrid is the private equity CRM software purpose-built for the debt lifecycle, trusted by firms managing over $1tn in financings.

01

Debt-First by Design

Every field, record, and workflow is built around credit agreements, allocations, and lender relationships.

02

Built by Practitioners

The product is shaped by former capital markets professionals who ran the workflows Termgrid now automates.

03

Live Deal to CRM Flow

Data captured during a financing flows into CRM, portfolio, and reporting in a single pass. No re-keying.

04

Enterprise-Ready

SOC 2 aligned controls, SSO, granular permissions, UK and EU data residency, and onboarding in weeks.

Client Story

"Termgrid is a clear solution for Cap Markets professionals and is continuing to expand offerings that help us drive better execution in our financings. Termgrid is a value-added partner to us, helping us grow our business."

MD and Head of Capital Markets, Charlesbank Capital Partners

Best End-to-End Technology

The Drawdown

Financing Technology

International M&A Awards

New Solution Provider

PE Wire US Awards

FAQ

Private Equity CRM Software FAQs

Private equity CRM software is the system PE firms use to track relationships with lenders, intermediaries, portfolio companies, and investors across the deal lifecycle. It centralizes contacts, deal history, and engagement data so the whole firm can access the same view.
PE firms manage hundreds of lender relationships across dozens of live deals. Spreadsheets and generic CRMs break down at this scale. Dedicated private equity CRM software keeps records accurate, automates data capture, and surfaces relationship intelligence when teams need it.
DealCloud, Affinity, Altvia, and Navatar are primarily used for equity-side workflows, including fundraising and deal sourcing. Termgrid is built specifically for debt-side workflows: lender relationships, allocations, and financing history. Most clients run Termgrid alongside DealCloud or Salesforce rather than replacing them.
No. Termgrid is a light-touch, debt-focused CRM. It complements Salesforce, DealCloud, and Altvia rather than replacing them. Firms keep their equity CRM for fundraising and use Termgrid for the debt side.
Termgrid captures lender data from deal execution and portfolio monitoring activity. Interactions, commitments, allocations, and fees are logged as a by-product of running a deal through the platform, so the bulk of data capture happens automatically, with minimal manual input needed.
Yes. Termgrid is built for enterprise use with SOC 2 aligned controls, SSO, granular permissions, full audit trails, and UK or EU data residency options.
Most clients are live within weeks, not months. Termgrid's onboarding team handles data migration, user provisioning, and workflow setup.
Yes. Termgrid is a UK-headquartered platform with clients across the UK, Europe, and North America. Data residency, compliance, and currency handling are all supported.

Get Started Today

Ready to Run PE CRM on Live Deal Data?

Book a 20-minute walkthrough. See how Termgrid’s relationship intelligence software captures lender relationships, allocations, and financing history across your deal and portfolio activity.

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