Learn more about how asset management teams are using TermSheet to monitor and manage the performance of existing assets.
Visibility that empowers teams to pinpoint room for improvement.
Time Series metrics are a crucial component to asset managers who want to monitor performance of their assets over time.
- TermSheet can ingest data tracked over time via the Excel Add-in
- Translate time series data into charts and visualizations to easily identify trends
- View Time Series data per deal or in an aggregate view across an entire portfolio.
Track Time Series Data
Linking an Excel model that contains time series data allows users to view the time series data in TermSheet as tables and charts
Sample Time Series Tables and Charts
Centralize all operational and financial metrics
TermSheet has a number of panel templates that are custom built for asset managers.
- Configure custom Deal Layouts per asset type or investment type with deal tabs that surface the information that's most important to you.
- Use Panels to populate deal tabs that show financial KPIs or operational metrics and track actuals against proforma metrics.
Table Panels
2 Types of Table Panels can be can be configured in deal layouts.
"Tables" (shown below) can be configured with custom row and column headers and display custom field values in the cells of the table.
"Tables (Legacy)" can be configured to show an aggregation of child deal data or property level data in a table format.
Sample Deal Tabs for Asset Managers using Tables:
Time Series Panels
Once Time Series charts are added to a deal, a Time Series panel can be added to any deal tab to give an at-a-glance view from the deal layout.
Sample Time Series Panels in a Deal Layout
Manage Ongoing Projects
Track ongoing action items and capture qualitative information to keep a living record of progress or performance of existing assets.
- Task Lists keep accountable parties notified of action items in their court.
- Configure custom objects that document issues that come up and solutions that are employed.
- Track asset specific information like utilities and insurance terms in a centralized location with custom fields and deal tabs.
Keep Teams Accountable to Ongoing Action Items
Manage action items through tasks. Use Task Templates to populate relevant task lists in deals automatically.
Sample Task List for Ongoing Maintenance
Use Custom Objects to Capture Issues and Solutions
Custom Objects are a great way to create a log of items that are not tracked through an existing object in TermSheet.
Sample AM Issue Custom Object
Keep Operating Information in a Central Location
TermSheet's flexible no code/low code infrastructure allows teams to create custom fields and layouts to track key datapoints and have a single source of truth when it comes to their assets.
Sample Deal Tab for Ongoing Asset Management
