Learn more about recommendations for creating portfolios in a workspace.
If your organization is underwriting individual assets or child deals within a parent deal, we recommend using TermSheet Portfolios.
Review the following questions to determine the best workflow for your organization.
Are portfolios right for your workspace?
📝 Does your organization underwrite individual assets or child deals within a portfolio/parent deal?
✅ TermSheet Portfolios allow teams to add assets to child deals that live within a parent deal.
What are Portfolios?
✅ TermSheet Portfolios can be linked to Excel models and updated via the TermSheet Add-in for Excel
Link an Excel Model to a TermSheet Deal
✅ TermSheet Portfolios can provide a summary of child deal data via the panel titled "Tables (Legacy)"
What information do you have prior to creating the portfolio?
🏬Do you/do you want to have a list of assets existing in TermSheet Properties before you create the portfolio?
✅ If you have a list of known assets that you are targeting, they can be uploaded into TermSheet via Imports in bulk.
✅ Once the Properties have been added to the workspace, they can be added to a portfolio as child deals.
🏫Do you/do you want to enter assets to TermSheet after you create a portfolio?
✅ If you want to create a Portfolio in TermSheet and then add child deals later, start by adding a deal using the "Enter Details" option.
Step 1 is to create a deal with a deal name.
✅Next, convert the deal to a portfolio. Once converted the + icon in the Locations panel can be used to add child deals to the portfolio.
