# 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.