TermSheet
TermSheet is a comprehensive real estate investment software and deal management platform designed to streamline and optimize investment processes for real estate teams. The platform offers end-to-end solutions for managing deals, relationships, and tasks by consolidating data, documents, and communications into a single system, thus enhancing productivity and reducing technology spending. TermSheet supports various roles within real estate firms, including acquisitions, developers, asset managers, and lenders, by providing tools for tracking deal pipelines, task management, document automation, and CRM capabilities. The platform also offers GIS map technology and a centralized data cloud for better visibility and decision-making. TermSheet integrates seamlessly with existing business tools like Excel, Outlook, Egnyte, and Dropbox, ensuring efficient data synchronization and management.
- Location: Kansas City, Kansas
- Founded: 2019-01-01
- Website: https://www.termsheet.com
Product & Features
- TermSheet consolidates deal management and relationship tracking into a single platform for improved efficiency.
- Users can manage their entire deal pipeline on a customizable and configurable interface.
- The platform automates document creation, eliminating repetitive tasks for each deal.
- TermSheet integrates seamlessly with existing tools like Excel, Outlook, and Dropbox for enhanced workflow.
- GIS mapping technology provides access to a proprietary library of nationwide data for informed decision-making.
- A built-in CRM system helps users track and nurture their network of contacts effectively.
- The Data Cloud feature centralizes all datasets into a single source of truth for better data management.
Notable Customers
- Lincoln Property Company
- Postal Realty Trust
- Hudson Valley Property Group
Recent News
- Intapp to acquire real estate software firm TermSheet (2025-04)
- Intapp announces plan to acquire TermSheet (2025-04)
Integration partners
Similar Companies
Frequently Asked Questions
What is TermSheet?
TermSheet is a comprehensive real estate investment software and deal management platform designed to streamline and optimize investment processes for real estate teams. The platform offers end-to-end solutions for managing deals, relationships, and tasks by consolidating data, documents, and…
What does TermSheet do?
TermSheet consolidates deal management and relationship tracking into a single platform for improved efficiency. Users can manage their entire deal pipeline on a customizable and configurable interface. The platform automates document creation, eliminating repetitive tasks for each deal.
Who are TermSheet's customers?
TermSheet's customers include Lincoln Property Company, Postal Realty Trust, Hudson Valley Property Group.
Where is TermSheet based?
TermSheet is based in Kansas City, Kansas.
When was TermSheet founded?
TermSheet was founded in 2019.