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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 Atominvest Software?

Atominvest provides innovative technological solutions tailored for managers in the Alternatives investment sector. Their adaptable tech offerings cater to the unique needs of your business, enabling you to effectively source investment opportunities, raise capital, cultivate investor relationships, and oversee your portfolio seamlessly. With advanced technology systems, Alternatives fund managers can efficiently handle their investment strategies and investor profiles through a single software platform. This comprehensive software enhances the experience for fund managers by optimizing the investor journey, from onboarding and fundraising to client reporting, while also delivering essential functionalities and streamlined workflows. Additionally, Atominvest ensures that its solutions remain responsive to the evolving demands of the investment landscape.

Media

Media

Integrations Supported

Integrations Supported

Apiday
Gmail
Microsoft Excel
Microsoft Outlook
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

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

Atominvest

Date Founded

2017

Company Location

United Kingdom

Company Website

software.atominvest.co

Categories and Features

Private Equity

Not specified

Categories and Features

Deal Sourcing

Not specified

Financial CRM

Account Alerts
Asset Management
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Private Equity

Not specified

Real Estate

Not specified

Virtual Data Room

Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
Secure Preview

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