ai advisory board
Where infrastructure finance gets done
Fragmented systems and inconsistent data.
One unified workflow and data layer for your deals, projects, and portfolio. Purpose-built for project finance teams outgrowing Salesforce, Monday.com, and Excel.
Different teams.
One project finance hub.
When your portfolio lives in one place, you can close deals faster, stay ahead of your obligations, and catch problems before your stakeholders do.
Deal teams
Origination
- Accelerate deals and automate repetitive tasks with a unified pipeline and workflow system
- Pipeline management & deal tracking
- Due diligence process standardization
- Document management and a controlled, shareable data room
See origination
Compliance teams
Reporting Covenants
- Create a central source of truth for audit-ready compliance & covenant management at scale
- Consolidate covenant scheduling and submission in one platform without email
- Create a defensible audit-ready submission record
- Scale portfolios without linear headcount growth
See compliance tools
Portfolio teams
Portfolio Management
- Manage portfolio risk from one place, with centralized data and reporting
- Replace disparate data sources with a dynamic software layer
- Spot at-risk investments early
- Track KPIs and receive alerts when performance is off-track
See portfolio tools
The difference
Banyan makes
How teams operate before and after centralizing their workflows and data on one platform.
Without Banyan
- Bottlenecks in diligence and financial close processes hurt deal momentum
- Reports are scattered across email inboxes, shared drives, and data rooms
- Manually extracting data from spreadsheets wastes time and slows decision making
- Fragmented systems and inconsistent data
With Banyan
- Standardized workflows track every step from origination to close
- Track compliance status across your portfolio, by specific counterparties, or at the deal level
- KPI dashboard and alerts escalate when project performance is off-track
- A unified workflow and data layer for infrastructure finance
Insights hub
Read the latest in infrastructure finance
Research, frameworks, and insights for the people building and funding what comes next.