
Tracking Syndication Activity Without Chasing the Bank
A bank runs the syndication outreach while the sponsor keeps full visibility into who was invited and who responded.
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Use Cases
Explore how purpose-built technology helps sponsors, lenders and advisors work smarter across the debt lifecycle.

A bank runs the syndication outreach while the sponsor keeps full visibility into who was invited and who responded.

Moving a lender to passed automatically removes its users’ access.

Move files and folders in the data room without losing their sharing permissions.

Counterparties accept a release letter on Termgrid, and the document owner is notified and access is granted automatically.

Set up separate tag templates for each deal type so every deal starts with the right institution tags.