See which portfolio companies are behind on quarterly financials, so follow-ups target only those.
Termgrid shows, for every portfolio company, exactly which quarter's data is most recently on file.
For a firm managing portfolio companies across multiple deal teams, keeping quarterly financials current is a genuine, ongoing challenge:
Deal teams are responsible for gathering and passing along portfolio company financials.
Preparing compliance certificates adds another time-consuming step to the process.
Teams need a clear way to track which companies have submitted their financials and which haven't.
For capital markets teams, getting financials from all the deal teams is often the biggest bottleneck.
Without a clear view of what’s current, teams have to rely on manual follow-ups and company-by-company checks to identify what’s still outstanding.
Termgrid shows, for every portfolio company, exactly which quarter's data is most recently on file:
A portfolio summary view surfaces the latest quarter of data per company
The same information is downloadable as a single clean Excel export
The latest financials and the corresponding quarter are clearly indicated per company
A company showing Q1 data when everyone else is at Q2 immediately stands out as needing attention
The underlying challenge of getting deal teams to actually submit financials on time is a real, ongoing operational task no software fully solves. But knowing precisely where the gaps are, rather than manually reconstructing that picture or chasing blind, turns an open-ended follow-up problem into a specific, actionable list.
- Follow-ups target exactly the companies that need it, not a guess
- No manual cross-checking is required to find out who is behind
- An open-ended tracking problem becomes a specific, actionable list
Want to see how Termgrid handles portfolio management?
Head to the Portfolio Management page to see how it works.
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