Deploy clean energy capital, faster

Whether your capital comes from public or private sources, Banyan runs origination, compliance, and reporting in one place, so more of every dollar reaches the projects you fund.

In collaboration with Banyan Infrastructure, CGC is developing the Green Bank & Municipal Partner Playbook. This playbook will serve as a centralized resource hub, offering standardized templates to support the development of financial products - such as loan documents, underwriting criteria, and checklists - as well as guidance on organizational operations and EPA compliance.

CGC Semi-Annual Report

More impact,

less admin

What green banks and community lenders leave behind when reporting, portfolio data, and EPA compliance all live on Banyan.

Banyan streamlines your reporting and compliance tracking, so your team can focus on originating and funding clean energy projects.

Before Banyan

• Manual reporting burns thousands of hours a year, draining grant dollars meant for your community.

Reduce compliance risk

• Track and report on covenants and compliance requirements automatically, including EPA reporting.

Before Banyan

• A single compliance gap, whether it’s a missing data field or inconsistent project classification, can put funding at risk.

Best practices and templates

• Deploy capital faster with ready-made document templates and automated workflows.

Before Banyan

• Every team member works off a different checklist, adding risk to every deal and capping how fast you can scale.

Proactive KPI alerts

• Track risk and performance across financial and impact metrics for every asset and transaction.

Before Banyan

• You find out about a missed covenant too late, sometimes after a lender or investor flags it first.

Embedded application portal

• Intake, qualify, and close residential and high-volume projects against consistent screening criteria.

Before Banyan

• Inbox chaos: hundreds or thousands of applications managed through email.

Auditable compliance at scale

• Maintain a complete audit trail of changes, submissions, approvals, waivers, and amendments to covenant data and other deal information.

Before Banyan

• Your team chases counterparties and updates trackers instead of managing the portfolio.

Portfolio Management

See your whole portfolio in one place

Standardize and centralize data across complex, bespoke investments so you can act on accurate numbers fast.

• Standardize project data in one platform that stays current.
• Visualize, aggregate, and drill into portfolio performance down to the project level with dashboards and custom reports.
• Set KPIs and threshold alerts that flag slippage in financial performance.

See portfolio management in action

Reporting Covenants

Trust your compliance data at any scale

• Automate covenant workflows from an audit-ready central source of truth.
• Monitor, collect, and approve ongoing reporting and financial covenant requirements.
• Catch at-risk covenants with warning and critical alerts before and after due dates.
• Collect data through a self-serve counterparty portal.

Origination

Move deals through your pipeline, faster

• Qualify compliant opportunities and track diligence milestones against funding requirements.
• Screen incoming opportunities and move qualified ones into diligence fast.
• Standardize information collection and deal documentation across every project.
• Launch new products faster with standardized origination templates.

Common questions from community lenders

If we haven't answered something here, our team is one demo away.

• Can Banyan handle our deal structures?
• How does it warn us before something slips?
• Will Banyan replace our Excel trackers and reminders, or add another tool?
• Can Banyan scale with us as our portfolio grows?
• Does it connect to our accounting/CRM/asset systems?
• Why use Banyan instead of building it in-house?