Capture informal amendment talks held by phone and email in a structured record using an offline deal.
Termgrid can capture a negotiation that never ran through the platform's live workflow, without requiring the lenders themselves to be added as users.
Amendment negotiations with lenders, changing interest terms, extending maturities, converting to PIK, often happen entirely informally:
Negotiations frequently occur off-platform via calls and email summaries without formal tracking.
Clients report iterating terms offline rather than running lenders through structured system workflows.
Unstructured negotiation histories fail to reach deal records and portfolio capital structure data.
Critical context remains trapped in memory and disconnected email threads.
Termgrid can capture a negotiation that never ran through the platform's live workflow, without requiring the lenders themselves to be added as users:
Create an offline deal to store and capture ongoing negotiations.
Tag relevant institutions to feed interactions directly into the relationship record.
Upload summarized terms directly into the precedent database.
Track lender-by-lender consents using the demand tracker.
Not every lender interaction fits neatly into a formal, platform-run process, but that shouldn't mean it goes untracked. This closes the gap between how deals actually get negotiated in practice and what ends up preserved as institutional record.
- Preserves informal negotiations in the same structured record as platform-run deals.
- Eliminates reliance on memory and scattered email threads for amendment histories.
- Maintains complete relationship and precedent data across all transaction types.
Want to see how Termgrid handles relationship insights?
Head to the Relationship Insights page to see how it works.
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