# 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