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Let a bank run outreach while you keep full visibility into who responded.

Tracking Syndication Activity Without Chasing the Bank | Termgrid Use Case

The sponsor wants oversight, the bank wants operational control, and neither party has to compromise, since visibility and control are not tied to the same permission.

When a sponsor mandates a bank to run a broader syndication process on their behalf, the bank typically manages outreach to potential lenders directly:

Limited visibility into exactly who was approached

Lack of insight into who declined and why

That information matters for the sponsor's own relationship intelligence

It is the bank's process, not the sponsor's, so it is easy for that data to simply never make it back

Termgrid separates who runs the process from who can see it:

01

A bank running a syndication can be given administrative control of the process on the platform

02

The bank invites and manages its own lender outreach

03

The underlying activity still flows back to the sponsor's own account

04

The sponsor keeps full visibility into who was invited, who responded, and how

It resolves a structural tension. The sponsor wants oversight, the bank wants operational control, and neither party has to compromise, since visibility and control are not tied to the same permission.

  • Sponsors keep full visibility into a process they did not run themselves
  • There is no need to chase the bank for status updates after the fact
  • Relationship intelligence stays with the sponsor even when third parties manage outreach

Want to see how Termgrid handles deal execution?

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