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What is Termgrid?

Termgrid is an all-inclusive platform designed for debt financing and portfolio management specifically for the private capital markets, allowing sponsors, lenders, borrowers, advisors, and law firms to improve and streamline complex debt procedures. By converting term sheets and deal grids into a digital format, it consolidates transaction data and accelerates execution through real-time collaboration and automated processes. Users can take advantage of a unified deal dashboard that enables them to track transaction progress, alongside secure data room capabilities for sharing files and monitoring lender activities. Furthermore, it includes a terms database that catalogs crucial commercial terms, equipped with redline and heatmap tools for efficient comparisons. In addition, Termgrid provides portfolio management features that facilitate oversight of covenants, capital structures, amortization schedules, and financial metrics, while also delivering detailed insights, automated reporting, and real-time decision-making support based on data. Through these capabilities, Termgrid empowers stakeholders to navigate the complexities of a fast-changing financial environment with greater efficacy and confidence. This holistic approach not only enhances operational efficiency but also promotes informed strategic planning among all participants.

What is Altvia?

Altvia provides a cutting-edge platform paired with exceptional expertise to assist your firm in navigating the growing complexities of expansion, which involves managing an increasing number of funds and a broader base of limited partners. You can easily distribute customized materials like PPMs, K1s, and capital calls, all while improving the investor experience through a secure portal bolstered by in-depth analytics. At the core of a modern technological platform is a cohesive source of truth that streamlines vital workflows, manages contacts, maps relationships, and automates essential tasks such as emails and assignments. Experience unmatched visibility into your deal flow, which allows you to prioritize opportunities based on their origin or similarity to your firm’s most advantageous investments. Moreover, simplify the reporting processes for portfolio companies and enhance data collection, giving you more time to focus on understanding value creation and evaluating the health of your investments. This comprehensive strategy not only boosts operational efficiency but also cultivates stronger connections with both investors and stakeholders, ultimately leading to more informed decision-making and growth opportunities. By embracing these innovations, your firm can stay ahead in a competitive landscape.

Media

Media

Integrations Supported

Crunchbase
Dakota Marketplace
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

Integrations Supported

Crunchbase
Dakota Marketplace
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Termgrid

Date Founded

2019

Company Location

United States

Company Website

app.termgrid.com

Company Facts

Organization Name

Altvia

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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