Integrations + Partnerships

Your tools and data, together in one place.

Connect the tools your team uses every day to improve
your workflow with TermSheet, not change it.

Excel

TermSheet syncs with your underwriting model automatically, meaning you don’t have to worry about updating TermSheet with your latest underwriting; TermSheet does this for you in real-time.

Outlook

Capture deal data from an email and add it to TermSheet without leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.

File Management

Box

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

Dropbox

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

Google Drive

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

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.

Communication

DocuSign

Access the electronic agreements you manage with DocuSign from within TermSheet.

Gmail

Sync your contacts and deal-related emails with TermSheet’s CRM.

Hubspot

Automatically update TermSheet contacts with the latest information from Hubspot.

Outlook

Capture deal data from an email and add it to TermSheet without leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.

Salesforce

Automatically update TermSheet contacts with the latest information from Salesforce.

Slack

Share information, updates and files in Slack #channels from directly inside TermSheet.

Teams

Share information, updates and files in your MS Teams chats from directly inside TermSheet.

Zoom

Start and schedule Zoom meetings directly from TermSheet.

Data

Cherre

Bring your 3rd party data subscriptions and public domain data to TermSheet using the Cherre API.

TermSheet Partner

NavigatorCRE

Surface portfolio insights with integrated deal-level data from TermSheet and data from other sources.

Parceled

Create heatmaps with your data for sophisticated prospecting.

TermSheet Partner

Unacast

Access a complete suite of foot traffic insights for commercial real estate to zero in on the properties that meet your financial, tenant, and branding needs.

Underwriting

Excel

TermSheet syncs with your underwriting model automatically, meaning you don’t have to worry about updating TermSheet with your latest underwriting; TermSheet does this for you in real-time.

TermSheet Partner

SeeCares

SeeCares accelerates the commercial real estate underwriting process by using advanced automation to produce complete origination models and credit memos in minutes.

Development

TermSheet Partner

Procore

Create projects in Procore based on deal information in TermSheet with a single click.

Ready to get started?