Increase M&A, investment, and lending deal velocity
Standardize and automate your pipeline to move faster, reduce risk, and boost returns
Increase M&A, investment, and lending deal velocity
Standardize and automate your pipeline to move faster, reduce risk, and boost returns
The difference
Banyan
makes
How teams operate before and after centralizing their workflows and pipeline on one platform
Without Banyan
Bottlenecks in diligence and financial close processes hurt deal momentum
Every team member runs their own checklist, and knowledge walks out with departing staff
Critical files trapped in email and shared drives create diligence gaps
Past decisions never inform future origination strategy
With Banyan
A standardized, repeatable process tracks every step from intake to financial close
Unify your team with best-practice processes, tools, and accountability
Automate information collection from your counterparty portal
Compound insights over time with a clear, objective record of decision-making
The difference
Banyan
makes
How teams operate before and after centralizing their workflows and pipeline on one platform
Without Banyan
Bottlenecks in diligence and financial close processes hurt deal momentum
Every team member runs their own checklist, and knowledge walks out with departing staff
Critical files trapped in email and shared drives create diligence gaps
Past decisions never inform future origination strategy
With Banyan
A standardized, repeatable process tracks every step from intake to financial close
Unify your team with best-practice processes, tools, and accountability
Automate information collection from your counterparty portal
Compound insights over time with a clear, objective record of decision-making
Centralize deal sourcing and intake
Create a digital audit trail from day one by:
Providing a secure intake portal for counterparties, team members, or applicants to submit new projects
Qualifying or rejecting projects against your investment criteria with custom scorecards and questionnaires
Capturing deal data once and reusing it automatically across all project documents
Dashboard
Applications
Workflow & tools
Metrics to watch
Total deal volume
$0.00
$0.00
Total deals
0
0
Average time
to close
0 days
0 days
Average deal size
$0.00
$0.00
chevron-left
chevron-right
Opportunity
Initial diligence
Detailed diligence
Expected
Closing
Evaluate
Closed
No status:
27
Centralize deal sourcing and intake
Create a digital audit trail from day one by:
Providing a secure intake portal for counterparties, team members, or applicants to submit new projects
Qualifying or rejecting projects against your investment criteria with custom scorecards and questionnaires
Capturing deal data once and reusing it automatically across all project documents
Dashboard
Applications
Workflow & tools
Metrics to watch
Total deal volume
$0.00
$0.00
Total deals
0
0
Average time
to close
0 days
0 days
Average deal size
$0.00
$0.00
chevron-left
chevron-right
Opportunity
Initial diligence
Detailed diligence
Expected
Closing
Evaluate
Closed
No status:
27
Centralize deal sourcing and intake
Create a digital audit trail from day one by:
Providing a secure intake portal for counterparties, team members, or applicants to submit new projects
Qualifying or rejecting projects against your investment criteria with custom scorecards and questionnaires
Capturing deal data once and reusing it automatically across all project documents
Dashboard
Applications
Workflow & tools
Metrics to watch
Total deal volume
$0.00
$0.00
Total deals
0
0
Average time
to close
0 days
0 days
Average deal size
$0.00
$0.00
chevron-left
chevron-right
Opportunity
Initial diligence
Detailed diligence
Expected
Closing
Evaluate
Closed
No status:
27
Speed up diligence and structuring
Keep deals moving with:
Workflows that assign tasks, documentation requirements, and key milestones to internal teams and counterparties
Pre-built, version-controlled NDAs, term sheets, and other critical documents
Tools to collect information from developers and borrowers through a secure counterparty portal
Speed up diligence and structuring
Keep deals moving with:
Workflows that assign tasks, documentation requirements, and key milestones to internal teams and counterparties
Pre-built, version-controlled NDAs, term sheets, and other critical documents
Tools to collect information from developers and borrowers through a secure counterparty portal
Speed up diligence and structuring
Keep deals moving with:
Workflows that assign tasks, documentation requirements, and key milestones to internal teams and counterparties
Pre-built, version-controlled NDAs, term sheets, and other critical documents
Tools to collect information from developers and borrowers through a secure counterparty portal
Close deals faster
Automate your reporting and compliance obligations at scale with an auditable system of record
Package and present a clean, complete, and professional set of documentation for final approval
Evaluate project viability with standardized risk scorecards designed for complex project finance transactions
Hand off to asset management with a clear record of decisions and deal data
Dashboard
Deals
Covenants
Schedules
Close deals faster
Automate your reporting and compliance obligations at scale with an auditable system of record
Package and present a clean, complete, and professional set of documentation for final approval
Evaluate project viability with standardized risk scorecards designed for complex project finance transactions
Hand off to asset management with a clear record of decisions and deal data
Dashboard
Deals
Covenants
Schedules
Close deals faster
Automate your reporting and compliance obligations at scale with an auditable system of record
Package and present a clean, complete, and professional set of documentation for final approval
Evaluate project viability with standardized risk scorecards designed for complex project finance transactions
Hand off to asset management with a clear record of decisions and deal data
Dashboard
Deals
Covenants
Schedules
Accelerate
deal velocity
See Banyan in action. Book a demo and we'll tailor the walkthrough to how your diligence process already works
Accelerate
deal velocity
See Banyan in action. Book a demo and we'll tailor the walkthrough to how your diligence process already works