Products

Solutions

Resources

Products

Solutions

Resources

The Next-Generation Investment OS

We partner with leading real estate teams to design their
proprietary operating systems.
We partner with leading real estate teams to design their proprietary operating systems.
Get Started Now

An End-to-End Solution to Streamline Your Investments

An End-to-End Solution to
Streamline Your Investments

An End-to-End Solution to
Streamline Your Investments

Every aspect of TermSheet was designed to accelerate your pace of optimization and eliminate the need for additional tools.
Every aspect of TermSheet was designed to accelerate execution and eliminate the need for additional tools.

Consolidate

Automate

Personalize

Consolidate

One tool to manage deals and relationships across all of your teams. Bring everyone's data, documents, tasks, communications and reports together for easier knowledge sharing and improved efficiency.

An End-to-End Solution to Streamline Your Investments

Every aspect of TermSheet was designed to accelerate your pace of optimization and eliminate the need for additional tools.

Consolidate

Automate

Personalize

Consolidate

One tool to manage deals and relationships across all of your teams. Bring everyone's data, documents, tasks, communications and reports together for easier knowledge sharing and improved efficiency.

The Power of TermSheet 

$500B+

Assets Under Management on TermSheet

65%+

Decrease in Technology Spend

50%+

Increase in Productivity

One Platform For All Your Teams

Bring your entire firm onto one unified system that meets everyone's demands.
Acquisitions

Source and identify opportunities, connect directly with Excel underwriting, manage all relationships and interactions, and project manage tasks and key dates within one central operating system.

Acquisitions

Source and identify opportunities, connect directly with Excel underwriting, manage all relationships and interactions, and project manage tasks and key dates within one central operating system.

Developers

Save time by consolidating all of your disparate information into one place, and gain clearer visibility into how your assets are performing and what areas you need to focus on to improve performance.

Developers

Save time by consolidating all of your disparate information into one place, and gain clearer visibility into how your assets are performing and what areas you need to focus on to improve performance.

Asset Managers

Manage projects more efficiently with a system that helps you to stay within budget, meet your deadlines, and navigate complex phases of work with ease.

Asset Managers

Manage projects more efficiently with a system that helps you to stay within budget, meet your deadlines, and navigate complex phases of work with ease.

Lenders

Track all high-value relationships to ensure you are able to deliver the best value to your clients. Consolidate all of your disparate documentation and deal data to be right at your fingertips.

Lenders

Track all high-value relationships to ensure you are able to deliver the best value to your clients. Consolidate all of your disparate documentation and deal data to be right at your fingertips.

A Modern Technology Stack Fit for Any Investment Thesis

A Modern Technology Stack
Fit for Any Investment Thesis

TermSheet is complete with all the features you need to work faster and invest smarter.
Deals

View, manage and track your entire deal pipeline on one configurable, customizable platform.

Deals

View, manage and track your entire deal pipeline on one configurable, customizable platform.

Deals

View, manage and track your entire deal pipeline on one configurable, customizable platform.

Tasks

A complete task management system synchronized with all the moving parts of your pipeline.

Tasks

A complete task management system synchronized with all the moving parts of your pipeline.

Tasks

A complete task management system synchronized with all the moving parts of your pipeline.

Docs

No need to create the same recurring documents for every deal. TermSheet will do that for you.

Docs

No need to create the same recurring documents for every deal. TermSheet will do that for you.

Docs

No need to create the same recurring documents for every deal. TermSheet will do that for you.

Maps

GIS map technology with access to our proprietary library of nationwide data.

Maps

GIS map technology with access to our proprietary library of nationwide data.

Maps

GIS map technology with access to our proprietary library of nationwide data.

Data Cloud

Connect any dataset from any source to centralize all your data within one single source of truth.

Data Cloud

Connect any dataset from any source to centralize all your data within one single source of truth.

Data Cloud

Connect any dataset from any source to centralize all your data within one single source of truth.

CRM

A built-in relationship management solution to track and nurture your entire network of contacts.

CRM

A built-in relationship management solution to track and nurture your entire network of contacts.

CRM

A built-in relationship management solution to track and nurture your entire network of contacts.

TermSheet Works Where You Work

Seamlessly connect to the tools your business already relies on through our direct integrations.
Excel

TermSheet automatically syncs with your underwriting model in real-time

Outlook

Capture deal data from emails, and add it to TermSheet without ever leaving your inbox.

Egnyte

Attach documents in Egnyte to items in TermSheet and instantly preview any file.

Dropbox

Easily attach, share, and preview files stored in your Dropbox account from within TermSheet.

OneDrive

Attach documents in OneDrive to items in TermSheet, and instantly preview any file.

SharePoint

Attach documents in SharePoint to items in TermSheet, and instantly preview any file.

DocuSign
Hubspot
Slack
Teams
Zoom

The Trusted Solution for
Investors Worldwide

The Trusted Solution for Investors Worldwide

See why the industry's leading institutions are choosing TermSheet.
See why the industry's leading institutions are choosing TermSheet.

“The onboarding, post-onboarding, and the responsiveness from the TermSheet team has been outstanding. It’s great to know that if something comes up we can reach out and hear back right away.”

Aaron Wright — Managing Director: Finance, Business Intelligence and Capital Markets, Veleta Capital

Read More

“It became clear no other platform that we saw offered the level of customization that TermSheet does."

Alexandra Coleman — Chief of Staff, Hudson Valley Property Group

“Overall, TermSheet has allowed us to be more efficient in our acquisitions process from the moment the deal is sourced, all the way to the closing table."

Jordan Kovalsky — Vice President, Lincoln Property Company

“What excites us most about TermSheet is the potential to fully get away from standalone Excel spreadsheets in regard to our deals. Ultimately, our underwriting, diligence, and everything else will be structured data that lives within TermSheet and can flow through to other areas of our business.”

David Loss — Vice President & Head of Real Estate, Postal Realty Trust

"The ability to tag an email and have it automatically added to a particular deal in TermSheet saves us a tremendous amount of time and keeps us organized. Without TermSheet, we wouldn’t have been able to grow as fast as we have.”

Barron Cline — Chief Investment Officer, Cambio Communities

The Trusted Solution for
Investors Worldwide

See why the industry's leading institutions are choosing TermSheet.

“The onboarding, post-onboarding, and the responsiveness from the TermSheet team has been outstanding. It’s great to know that if something comes up we can reach out and hear back right away.”

Aaron Wright — Managing Director: Finance, Business Intelligence and Capital Markets, Veleta Capital

Read More

“It became clear no other platform that we saw offered the level of customization that TermSheet does."

Alexandra Coleman — Chief of Staff, Hudson Valley Property Group

“Overall, TermSheet has allowed us to be more efficient in our acquisitions process from the moment the deal is sourced, all the way to the closing table."

Jordan Kovalsky — Vice President, Lincoln Property Company

“What excites us most about TermSheet is the potential to fully get away from standalone Excel spreadsheets in regard to our deals. Ultimately, our underwriting, diligence, and everything else will be structured data that lives within TermSheet and can flow through to other areas of our business.”

David Loss — Vice President & Head of Real Estate, Postal Realty Trust

"The ability to tag an email and have it automatically added to a particular deal in TermSheet saves us a tremendous amount of time and keeps us organized. Without TermSheet, we wouldn’t have been able to grow as fast as we have.”

Barron Cline — Chief Investment Officer, Cambio Communities

Ready to Boost Your Productivity?

Schedule a personalized demo today to see how TermSheet can help you to get more value out of real estate datasets.
Request Demo

© 2024, TermSheet, LLC. All All rights reserved.

© 2024, TermSheet, LLC. All All rights reserved.

© 2024, TermSheet, LLC. All All rights reserved.

© 2024, TermSheet, LLC. All All rights reserved.