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Relationship Management

Prioritize the people you do business with.

Centralize communications with our CRM solution to nurture key investment relationships, track interactions and ensure follow-ups are happening when they need to.

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Transparency That Yields Engagement

Streamline firm-wide communications and scale your outreach by managing your team's entire network of relationships on TermSheet.

Everyone's contact lists, now in one place

Access information in a pinch and avoid communication overlap with everyone's contacts in one spot, and accessible in a single view on TermSheet.

Build the CRM you've always needed

Leverage tags, custom fields and filters to design a deal management CRM that's tailor-made and purpose-built for your firm.

Present a united front as a business

With each contact's notes, deal associations and task assignments contained within TermSheet, teams can collaborate more effectively and provide seamless experiences for your stakeholders.

Transform your relationships into valuable insights

Take advantage of deal associations and reporting to fully understand which of your relationships are the most fruitful, and use that knowledge to drive future business decisions.

Maintain Strong Relationships

Collaborate & Communicate Efficiently

Never Miss A Thing

CUSTOMER STORY
Lincoln Property Company
With over 50 years of global and multi-disciplinary real estate experience, Lincoln Property Company is one of the largest and most well respected real estate services firms in the United States. Lincoln’s international footprint includes offices in 200 cities across the United States and 10 cities throughout Europe.
CUSTOMER STORY
Veleta Capital
Veleta Capital is a premier private equity real estate finance and investment management firm which provides institutional management services that support multiple verticals in real estate finance and investments. Veleta’s team of real estate credit and investment professionals have deep expertise that encompass the full spectrum of real estate finance, operating, construction, servicing, and asset management.
CUSTOMER STORY
Tourmaline Capital Partners
Tourmaline Capital Partners, LLC is a Philadelphia-based real estate private equity firm formed in early 2021 that focuses on office investments throughout the Continental United States. TCP, along with its capital partners, intends to be one of the most acquisitive office investors in the U.S. over the coming years and has already acquired over 3.4M SF of real estate in the past year.
CUSTOMER STORY
Platform Ventures
Born and raised in Kansas City, co-founders, partners, and brothers, Ryan & Terry Anderson, started investing in real estate with a loan in college and have since led Platform Ventures to become a growing real estate investment firm with over $1.4B assets under management.