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

Metrics to watch

• Total deal volume: $60.00
• Total deals: 100
• Average time to close: 120 days
• Average deal size: $3,000,000.00

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

Accelerate deal velocity

See Banyan in action. Book a demo and we'll tailor the walkthrough to how your diligence process already works