Origination and Underwriting
Your software solution for getting deals done with excellence
Improve outcomes and deal execution speed with clear pipeline management, efficient collaboration, and risk standardization
Increase deal velocity up to 10x and gain up to 150bps per deal by eliminating manual work and decreasing overhead
Get more deals done at lower cost with automated workflows and optimized processes
Operate a best-in-class organization with templates built by industry experts
Build stronger relationships with seamless collaboration and a shared workspace internally and externally
Improve decision-making with standardized risk analysis and reliable insights
With Banyan Infrastructure
- Central view of pipeline, including deals, stages, status, and tasks
- Standardized Risk Assessments for improved decision making
- Keep milestones on track with a central view of tasks, status, and key deliverables
- Efficient collaboration in a centralized workspace and intelligent role assignments
- Productive working relationships with shared data rooms, portals, and clear task assignment
- Best-in-class templates for standardized processes, clear decision making and efficiency
- Streamlined processes and automated workflows
Without Banyan Infrastructure
- Unclear status of the pipeline
- Non-uniform decision-making leading to suboptimal investments
- Missed milestones, deadlines, and delayed task completion due to a lack of visibility and accountability
- Disjointed workflows, unclear responsibilities
- Strained relationship with counterparties due to broken process
- Non-standard processes leading to suboptimal decisions and slowdowns
- Inefficient, redundant, and duplicative workflows
Pipeline Management
Keep your deals on track with a central deal dashboard and workflow automation tools
- Easily gain an overview of your entire underwriting portfolio, deal flows across different project stages, and individual deal statuses.
- Move key items forward with project management tools, centralized pipeline dashboards, and workflow automation.
- View clear responsibilities and status of tasks, internally and externally. Assign workflows to collaborators, and receive alerts for upcoming milestones or missed deadlines.
Standardized Risk Analysis
The standard for evaluating renewable energy
- Quickly evaluate a project's viability using a common language and standardizing project risks across your teams, portfolio, and partners.
- Risk standardization scorecards to normalize risk and allow you to make better investment decisions.
Streamlined Collaboration and Counterparty Management
Work with internal team members and external counterparties in a central, collaborative workspace
- Iterate on crucial deal details and documents internally and externally with counterparties in a shared data room
- Provide counterparties with their own convenient external portal where they can submit or send documents, assign roles and workflows, and monitor their ongoing and upcoming tasks
- Automate data collection with a shareable data intake portal. Have counterparties enter information once and have it flow throughout the platform, eliminating redundant copy and pasting.
- Drive clarity and accountability, and meet critical milestones with approval workflows and task assignments
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Templates and Best Practices
Pre-built templates from project finance experts with best practices embedded throughout the platform.
- Unlock immediate value with ready-to-use tools that are built alongside project financiers and sustainable infrastructure experts.
- Templates, workflows, and automation for information collection, due diligence checklists, compliance obligations, and more.
- Auto-populate NDAs, term sheets, leases, and deal documents using key project inputs.
- Save time and reduce errors by having key deal details flow through the platform and documents seamlessly - creating a digital audit trail from day one.
Task Management
Scale your process with efficiency and accountability
- Make strides in efficiency with complete visibility into deal activities and team responsibilities.
- Assign tasks to team members and external counterparties to ensure clarity and accountability.
- Easily identify outstanding tasks and upcoming due dates, and assess the overall status of each deal.
- Reduce overhead costs with automation and efficiency gains throughout the platform.
What we do for...
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 a standardized process and industry-leading templates and documents.
Green Banks and Community Funds
- Deploy capital faster with templated documents, streamlined processes, and automated workflows.
- Increase profitability of any deal with simpler processes, reduced risk, and standardized deal documents.
Sustainable Project Developers
- Improve bankability by maintaining a single source of truth during financial diligence with professional and compelling project data.
- Keep deals on track with pipeline management, superior data hygiene, and process and document standardization
New to sustainable infrastructure or looking to expand your reach?
We can help! Connect with our Advisory Services Team today!
Global Bank
SMBC turned to Banyan Infrastructure to augment its origination workflows and profitably operate in the C&I market. Delays and high overhead costs led SMBC to streamline workflows, increase deal throughput, and move into the C&I market with Banyan Infrastructure.
Global Bank [SMBC], one of the largest renewable energy portfolios in the world, was struggling to process C&I transactions in a timely manner due to efficient workflows and manual processes, resulting in high overhead costs.
These overhead costs outweighed the profits, making these types of transactions not profitable and, therefore, prohibiting them from operating in the C&I space. This especially impacted their business as they were missing out on a large and growing part of the market. In order to grow their business and continue to be a market leader, they needed to figure out a way to accelerate deals and cut admin and overhead costs, making these deals profitable.
By working with Banyan Infrastructure to automate their workflows, they were able to increase deal throughput by 40% and decrease the time and overhead spent on deals, cutting 30 days from NDA to close. This allowed them to prove the viability of the C&I market and continue to be competitive in an ever-evolving market.