Portfolios allow you to aggregate properties based on how your team likes to evaluate deals. Now large portfolios load even faster.
Create portfolios within TermSheet based on how your team likes to evaluate deals.
Top-down Evaluation Approach: Add a collection of new or existing properties to a single deal to evaluate as one entity.
Bottom-up Evaluation Approach: Add a collection of new or existing properties to a portfolio to evaluate properties individually and review the deal as a collective entity.
Contact TermSheet Customer Success to activate Portfolios for your account.