Trusted Partner
Banyan Infrastructure Advisory Services partners with clients to deeply understand their business objectives. Whether you are a Green Bank, Community Development Financial Institution, or private sustainable investment fund, we provide strategic advice, best practices, and actionable frameworks to operationalize, digitize, and scale your business.
How we can help
Banyan Infrastructure’s team has subject matter expertise in project finance, structured credit, software engineering, and cybersecurity, as well as experience in executive, director, and managerial roles. The team has practiced in project finance and asset management, including planning business and strategic outcomes, originating and underwriting investments, managing portfolios, risk, capital, liquidity, treasury operations, forecasting, and reporting on all of the above to internal managers and external stakeholders.
Strategy & Planning
We can help to forecast, plan, and manage your business with:
- Strategic Forecasts
- Business Plans
- Budgets
Investment Management
We can help to define roles/responsibilities, systems, processes, and practices that better your:
- Investment Administration
- Portfolio Management
- Financial Reporting
- Stakeholder Reporting
Data & Technology Enablement
Improve your operations with:
- Data Structuring & Data Management
- Automated Reports
- Approval Workflows
Sample Project Scopes
Strategic Business Planning & Budgeting
View your business “by the numbers” with a strategic financial model
Data Structuring
Drop your data sets off for a good scrub and be prepared to digitize your business further
Financial Reporting
Build routine financial management reports from the “ground up” (your general ledger) and see reports at the touch-of-a-button
Process & Automation Recommendations
A deep-dive into your current (or proposed) workflows to identify opportunities to increase processing time with less operational risk
Best Practices
Be the best you can be!
Ready your business for operational due diligence.
Compare your organization’s practices in select or comprehensive areas to best practices.
Strategy
Our team has broad skill sets and can help with many different kinds of projects.
If you’re seeking help in another area, please contact our team to set up a discussion.