Portfolio companies upload once, and the data reaches lenders and your portfolio record together.
The more portfolio companies and reporting cycles a firm manages, the worse the inbox-and-shared-drive approach gets.
Keeping track of portfolio company financial reporting often means being copied on every email a portfolio company's finance team sends to its lenders, then manually saving each attachment to a shared drive to build any kind of consolidated view:
The process starts with requesting to be CC'd on lender reporting
One capital markets professional described what happens next bluntly, saying they'd "get a shitload of emails"
Every attachment then has to be manually saved, the same professional put it as needing to "save them all manually" to a shared site
It is a recurring, manual task with no system doing the organizing
Termgrid replaces the CC and save routine with a single shared space:
Portfolio companies' finance teams are onboarded directly onto an agency site
Finance teams upload materials once, in one dedicated space
That upload flows straight to lenders
The same upload simultaneously populates the firm's own centralized portfolio record
No CC'ing is required, and no manual saving to a shared drive is required
It removes an entire category of manual admin that scales badly. The more portfolio companies and reporting cycles a firm manages, the worse the inbox-and-shared-drive approach gets.
- The same upload that reaches lenders becomes the single source of truth internally
- Manual saving to a shared drive is no longer needed to maintain a consolidated view
- Reacting to the idea directly, the same professional said it would "negate completely" the manual process they were about to start that week
Want to see how Termgrid handles portfolio management?
Head to the Portfolio Management page to see how it works.
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