Compliance and covenant management at scale
Automate reporting and compliance obligations so you can scale your portfolio without adding headcount
Compliance and covenant management at scale
Automate reporting and compliance obligations so you can scale your portfolio without adding headcount



The difference
Banyan
makes
How teams operate before and after replacing Outlook calendars and spreadsheet trackers with a central source of truth for compliance
Without Banyan
Reports are scattered across email inboxes, shared drives, and data rooms
Unclear visibility on compliance status across your portfolio
Delivering on audit requests is at best a fire-drill and at worst a reputation risk
With Banyan
Alerts and reports are consolidated in one platform without email
Track compliance status across your portfolio or zoom in to specific counterparties or deals
Automatically maintain an audit-ready, defensible submission record

The difference
Banyan
makes
How teams operate before and after replacing Outlook calendars and spreadsheet trackers with a central source of truth for compliance
Without Banyan
Reports are scattered across email inboxes, shared drives, and data rooms
Unclear visibility on compliance status across your portfolio
Delivering on audit requests is at best a fire-drill and at worst a reputation risk
With Banyan
Alerts and reports are consolidated in one platform without email
Track compliance status across your portfolio or zoom in to specific counterparties or deals
Automatically maintain an audit-ready, defensible submission record
Never miss a deadline for key reporting obligations
Access the insights you need across your portfolio:
Automate obligation and covenant tracking across your portfolio
Monitor, collect, and approve ongoing reporting and financial covenant requirements
Create an auditable history of documents, submissions, and compliance activity

Never miss a deadline for key reporting obligations
Access the insights you need across your portfolio:
Automate obligation and covenant tracking across your portfolio
Monitor, collect, and approve ongoing reporting and financial covenant requirements
Create an auditable history of documents, submissions, and compliance activity

Never miss a deadline for key reporting obligations
Access the insights you need across your portfolio:
Automate obligation and covenant tracking across your portfolio
Monitor, collect, and approve ongoing reporting and financial covenant requirements
Create an auditable history of documents, submissions, and compliance activity


Collect reports through a professional counterparty portal
Run your compliance process without email:
Send and share compliance requirements through an external stakeholder portal
Approve reports, request changes, and manage waive requests through a centralized dashboard
Cut the time and cost of chasing counterparty reports

Collect reports through a professional counterparty portal
Run your compliance process without email:
Send and share compliance requirements through an external stakeholder portal
Approve reports, request changes, and manage waive requests through a centralized dashboard
Cut the time and cost of chasing counterparty reports

Collect reports through a professional counterparty portal
Run your compliance process without email:
Send and share compliance requirements through an external stakeholder portal
Approve reports, request changes, and manage waive requests through a centralized dashboard
Cut the time and cost of chasing counterparty reports
Review reports before they become surprises
Spot underperforming assets early with:
Custom alerts based on site performance or submission timeline
Centralized obligation tracking by portfolio, deal, or counterparty
Always be audit-ready with a digital trail of key documents

Review reports before they become surprises
Spot underperforming assets early with:
Custom alerts based on site performance or submission timeline
Centralized obligation tracking by portfolio, deal, or counterparty
Always be audit-ready with a digital trail of key documents

Review reports before they become surprises
Spot underperforming assets early with:
Custom alerts based on site performance or submission timeline
Centralized obligation tracking by portfolio, deal, or counterparty
Always be audit-ready with a digital trail of key documents

Never miss an
obligation deadline
See Banyan in action. Book a demo and we'll tailor the walkthrough to your covenant and compliance obligations


Never miss an
obligation deadline
See Banyan in action. Book a demo and we'll tailor the walkthrough to your covenant and compliance obligations
