Origination and Underwriting
Increase deal velocity by 10x, cut wasted time, and free your team to close more deals
Explore Origination
Reduce overhead with automated workflows and templates
Stop chasing people and documents so your team can focus on closing deals
Establish a single source of truth for internal teams and external partners
Replace fragmented deal tracking with one clear path to funding
Centralize deal sourcing and intake
Create a digital audit trail from day one by:
- Providing a secure intake portal for counterparties, team members, or applicants to submit new projects
- Rapidly qualifying or rejecting projects against your investment criteria using custom scorecards and questionnaires
- Capturing deal data once and reusing it automatically across all project documents
Speed up diligence and structuring
Keep deals moving with:
- Workflows that assign tasks, documentation requirements, and key milestones to internal teams and counterparties
- Shareable, auditable data rooms for project-related documents and data
- Ability to instantly generate NDAs, term sheets, and other critical documents from pre-approved templates
Streamline approval and closing
- Package and present a clean, complete, and professional set of documentation for final approval
- Evaluate project viability using standardized risk scorecards designed for complex project finance transactions
- Upon closing, automatically transition all project data and documents into portfolio management and compliance monitoring
Learn how Sumitomo Mitsui Banking Corporation uses Banyan Infrastructure to increase profitability and deal velocity
The challenge
Sumitomo Mitsui Banking Corporation (SMBC), one of the largest renewable energy portfolios in the world, was struggling to process C&I transactions in a timely manner due to inefficient workflows and manual processes, resulting in high overhead costs.
The opportunity
In order to grow their C&I business, Global Bank needed to figure out a way to accelerate deals while cutting admin and overhead costs.
The solution
By working with Banyan Infrastructure to streamline their origination process, Global Bank was able to increase deal throughput by 40% and decrease the time and overhead spent on deals, cutting 30 days from NDA to close.
With Banyan Infrastructure
- Elevate counterparty collaboration with shared data rooms, portals, and clear task assignment
- Standardize intake and risk assessments to improve and expedite decision making
- Leverage pre-built templates from project finance experts with best practices embedded throughout the platform
- Move deals through your pipeline faster with a central view of deals, stages, status, and tasks
Without Banyan Infrastructure
- Scattered counterparty communications and an unclear audit trail slowing down deal velocity
- Manual, siloed models leading to non-uniform decision making and suboptimal investments
- Disjointed documentation and version control causing rework and inconsistent data entry
- Dated, disjointed, and outgrown systems lead to missed milestones and lack of visibility
What we do for...
Infrastructure Funds and Financiers
- Increase deal velocity and minimize risks at scale by standardizing and simplifying the origination and closing process for all parties.
- Set the standard with industry-leading process, templates, documents.
Green Banks and Community Funds
- Deploy capital faster with templated documents, streamlined processes, and automated workflows.
- Increase profitability of any deal by eliminating manual work and low-value overhead.
Sustainable Project Developers
- Improve bankability during financial diligence with professional and compelling project data.
- Keep deals on track with centralized pipeline management and superior data hygiene.