Trading Report

Track how lender exposure evolves

Stay ahead of shifts in your lending syndicate and inform your engagement strategy with up-to-date exposure data.

Learn how your peers are managing their portfolio on Termgrid

Debt

$ 1 tn

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

Active Users

30000 +

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

AUM

$ 4.8 tn

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

PORTFOLIO-WIDE VISIBILITY

Your syndicate, always current

Understand exactly how lender allocations have changed between any two points in time — at close, quarter-on-quarter, or across any incremental financing event. Termgrid connects directly with your admin agents to keep exposure data current across your entire portfolio.

Free download

Interested in our Portfolio Management sell sheet?

Learn how Termgrid’s Portfolio Management helps you centralize debt financing data and gain instant insights across your portfolio. Download the free sell sheet to see how teams work smarter and stay compliant.

OPERATIONAL EFFICIENCY

Leave the spreadsheet behind

Tracking lender movements manually across multiple portfolio companies is time-consuming and error-prone. The Trading Report replaces ad hoc delta analysis in Excel with a structured, downloadable comparison report — generated in a few clicks.

RELATIONSHIP INTELLIGENCE

Turn exposure data into deal strategy

Identify which lenders are consistently building allocations and which are reducing their exposure across your deals. These insights inform how you engage your lending relationships and how you approach future financing processes.

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