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

Intake

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

Total deals

Average time
to close

0 days

Average deal size

$0.00

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Opportunity

Initial diligence

Detailed diligence

Expected

Closing

Evaluate

Closed

No status:

Intake

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

Total deals

Average time
to close

0 days

Average deal size

$0.00

chevron-left

chevron-right

Opportunity

Initial diligence

Detailed diligence

Expected

Closing

Evaluate

Closed

No status:

Intake

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

Total deals

Average time
to close

0 days

Average deal size

$0.00

chevron-left

chevron-right

Opportunity

Initial diligence

Detailed diligence

Expected

Closing

Evaluate

Closed

No status:

Diligence

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

Diligence

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

Approval and closing

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

Approval and closing

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

Approval and closing

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