Company profile: Termsheet
1.1 - Company Overview
Company description
- Provider of a platform for real estate investors that centralizes deals, relationships, data, documents, tasks, communications, and reports. Offers acquisitions, development, asset, and lender management tools, plus a technology stack for faster, smarter investing with integrations to Excel, Outlook, DocuSign, Hubspot, Slack, and Teams.
Products and services
- Consolidation Platform: Enterprise-grade hub that unifies deal pipelines, relationships, data, documents, tasks, communications, and reporting in one place for centralized oversight and coordinated execution
- Technology Stack: Integration-ready framework delivering faster, smarter investing by connecting with Excel, Outlook, DocuSign, Hubspot, Slack, and Teams for seamless data flow and synchronized workflows
- Acquisitions Management: Centralized module that facilitates sourcing, identifying opportunities, and managing relationships and tasks within a single system to streamline pipeline tracking and team coordination
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Termsheet
IHS Markit
HQ: United Kingdom
Website
- Description: Provider of critical information, data, indices, credit ratings, and analytics to support decision-making across major industries, financial markets, and governments. Operates through Resources (energy and chemicals), Transportation, Consolidated Markets & Solutions, and Financial Services. Offerings include S&P Global Market Intelligence, Ratings, Commodity Insights, Dow Jones Indices, Mobility, and Sustainable1.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Vaamo
HQ: Germany
Website
- Description: Provider of automated investment solutions and tailored financial advice, offering diversified portfolios that automatically adjust to market conditions and individual risk profiles, ETF guidance with real estate cash flow strategies, retirement planning, and educational podcasts and videos to help private individuals access capital markets and pursue long-term financial goals at minimum cost.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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StoneX
HQ: United States
Website
- Description: Provider of sales and trading, clearing and custody, and advisory services via a financial services platform, offering customized financial tools to help clients protect margins and manage volatility.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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BrickVest
HQ: United Kingdom
Website
- Description: Provider of an online real estate investment platform connecting investors and deal sponsors to a wide variety of real asset opportunities in a safe, easy and transparent way. Offers Raise for sponsors to source investment and loan offers, Lend for banks and financial institutions to originate and syndicate debt instruments, and a marketplace for professional investors to invest directly or via funds.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full BrickVest company profile →
Lively
HQ: United States
Website
- Description: Provider of a modern Health Savings Account (HSA) platform for employers and individuals, delivering a user-centric solution with an intuitive experience to help consumers get the most out of their HSA.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Lively company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Termsheet
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Termsheet
2.2 - Growth funds investing in similar companies to Termsheet
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4 - Top valuation comps for Termsheet
4.2 - Public trading comparable groups for Termsheet
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