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

Compliance tracking

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

Counterparty experience

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

Alerts

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.