Learn more about TermSheet recommendations for using the Excel Add-In.
Review the following questions and corresponding recommendations for using the Excel Add-In
Do you underwrite deals individually or as a unit (portfolio) today?
📑When your team works with multiple assets within a deal, are you typically looking at metrics in aggregate or individually by asset?
✅The Excel Add-In allows for flexibility to match the way you want to link information. Decide if you'll manage deals in Excel as a Portfolio or as a Single Deal.
To add a Portfolio to the Excel Workbook via the TermSheet add in, select "Add Portfolio".
The Portfolio name and it's child deals' names will populate as column headers and you can map any existing TermSheet fields as needed.
