Use your searchable term sheet history to show new sponsors how you approach deals.
Termgrid replaces the manual export and reassembly process with a direct connection.
Building an internal reporting view that pulls together portfolio data across many companies typically means someone periodically exporting and reassembling it by hand:
This is reliable in theory, but depends on someone remembering to do the pull
The process is vulnerable to going stale or being wrong if that manual step is rushed or skipped
Termgrid replaces the manual export and reassembly process with a direct connection:
Portfolio data can be pulled directly via API into a firm's own internal reporting tools
Once the connection is set up and trusted, the dashboard reflects current data automatically
This holds regardless of whether the underlying data was entered directly by a deal team or ported in from another source, since it is all read from the same live system
It removes a single point of failure from internal reporting. A dashboard fed by manual export is only as current and accurate as the last person who remembered to run it, a dashboard fed by direct API access reflects the live state of the underlying data by default.
- Reporting no longer depends on someone remembering to run a manual export
- The dashboard reflects the live state of the data, not a snapshot from the last pull
- No separate step is required to keep the dashboard current, regardless of where the underlying data originally came from
Want to see how Termgrid handles portfolio management?
Head to the Portfolio Management page to see how it works.
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