Fund Management
Your capital planning, fund performance, and investor intelligence platform.
Easily understand liquidity and capital requirements from pipeline to portfolio. Provide investor assurance and reporting on key performance and distributions.
Critical insights to drive action on fund performance
Clear oversight of your entire business, so you can easily get answers to your performance questions
Predictive capital planning with accurate, always-on, predictive capital planning tools
Drive Impact with live impact metrics across your funds
Build trust with your investors with clear reporting and visibility into performance, distributions and capital needs
With Banyan Infrastructure
- Easily view a rolled-up view of fund performance
- Inability to track impact metrics
- Proactive capital planning and forecasting
- Easy investor reporting
- Known investor distributions across funds to provide investor assurance
- Visibility into Tax Credit (ITC and PTC) payouts
Without Banyan Infrastructure
- Countless hours spent across multiple spreadsheets trying to understand performance
- Automatic tracking and ease of reporting of impact metrics, as granular or high level as you need them
- Last-minute scrambles and inefficient capital use
- Countless hours spent pulling reports
- Unclear investor distributions
- Unclear ITC and PTC schedules
Capital Planning and Intelligence
Gain oversight on your upcoming capital needs
- Monitor the deployment of your investment portfolio for strategic oversight
- Gain insights into liquidity and upcoming capital requirements
- Improve forecasting with a complete understanding of upcoming cash needs and availability
- Mitigate risks of missing or not providing enough notice for capital calls
Cash Flow Waterfall
Make sense of where your money is going, so you can focus your time and energy where it matters.
- Report on cash flow waterfall and get alerts on potential shortfalls.
- View all cash inflows and outflows on a monthly, quarterly, or yearly basis at the fund level.
- Save hours and errors from tracking complex cash flows, loan payments, and cash distributions across multiple spreadsheets.
Manage Performance with Fund Level Metrics
A consistent set of fund metrics to drive performance
- Automatically track fund level metrics like Net Asset Value, committed fund targets like revenue, expenses, and capital committed (drawn and not drawn), and compare it to plan.
- Automatically track and report on impact metrics like CO2 Avoided, Affordable Housing Units Upgraded, Projects Financed in Disadvantaged Communities, and more)
- Always be able to answer ad hoc information requests on performance
- Make informed decisions with accurate and up to date metrics
Impact Reporting and Investor Assurance
Build trust with your investors with proactive insights into fund performance and distributions
- Track multiple portfolios and disbursements against targets.
- Provide investor assurance with readily accessible investor ownership and upcoming distributions.
- Understand tax equity distributions and ownership stakes on upcoming ITCs and PTCs.
- Easily report on investor level metrics like taxable income, capital contributions, and power production.
- Easily report on impact metrics like CO2 Avoided, Affordable Housing Units Upgraded, Projects Financed in Disadvantaged Communities, and more)
What we do for...
Financiers
- Track performance Easily track and view the health of your fund.
- Manage capital Proactively manage capital and forecast for capital needs accordingly.
- Reporting with ease Seamlessly report to investors on key metrics and provide investor assurance on distributions.
Green Banks and Public Funds
- Investor assurance Give assurance to governing bodies on distributions, performance, and environmental, community, and social impact metrics of your fund.
- Reporting with ease Save countless hours with clear, always-on reporting functionality.
Developers & Owner Operators
- Build relationships Build strong relationships with investors with improved visibility, communication and expectation setting.
- Reporting with ease Easily report to investors on projected distributions and ownership.
