More front office, less back office

Banyan automates covenant reporting and centralizes portfolio data so you can stay ahead of every obligation and focus on closing deals instead of managing them.

"Banyan Infrastructure provides a central source of information regarding upcoming deliverables, allowing us to stay on top of reporting and payments in a fraction of the time."

Kyle Nesselbush, Vice President of Fund Management, Advantage Capital

Scale your portfolio,

not headcount

What project financiers leave behind once their pipeline, portfolio data, and compliance tracking live on Banyan

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• Time back for closing deals
• Pipeline, KPI, and compliance tracking allow your team to focus on building the relationships they need to hit your growth targets

Before Banyan

Version control, excel crashes, and outlook reminders waste precious minutes of every day

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• Eliminate email threads
• Counterparties self-serve their submissions and status checks, freeing your team for portfolio and deal work

Before Banyan

Your team spends its weeks chasing counterparties and updating trackers instead of growing the portfolio

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• Confidence in your data
• Deliver polished, accurate, and timely investor and LP reporting with all obligations and portfolio data in one place

Before Banyan

Investors catch mistakes in your data, sometimes before you even know they exist

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• Proactive KPI alerts
• Monitor and track risk profiles and performance (across project finance metrics like IRR and DSCR) tied to each asset and transaction

Before Banyan

You find out an asset is underperforming too late, sometimes after a lender or investor flags it first

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• Built for your deal structures
• Banyan models deals, projects, and financings as distinct records, so reporting holds up through refinances and tax equity layers

Before Banyan

Generic tools flatten complex capital stacks into catch-all records that break when structures evolve

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• 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 spends time chasing counterparties and updating 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
• Visualize, aggregate, and drill into portfolio performance with dashboards and custom reports
• Set KPIs and threshold alerts that flag slippage in project performance

Common questions from project finance teams

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?