Portfolio Management
Intelligent investment platform to efficiently optimize portfolio outcomes, reduce risk, and increase liquidity
Explore Origination
Drive change with performance reporting at your fingertips
Scale with confidence through automated portfolio operations, KPI tracking, and reports
Lower operational costs with improved efficiency
Maximize liquidity with proactive decision-making based on asset performance
Get real-time performance data
Spot trends and potential risks across your portfolio with 24/7 access to:
- Financial metrics (IRR, DCSR, and more)
- Asset performance metrics (kWh, MW, and more)
- Impact metrics (CO2 avoided, affordable housing units upgraded, and more)
Roll up or drill down
Quickly understand portfolio performance and impact with:
- Standardized reporting at the portfolio, fund, and project level
- Ability to drill into key deal and portfolio details
- Customizable dashboards
Proactively manage risk
De-risk your portfolio with:
- Always-on monitoring and alerts for performance and unmet KPI thresholds
- Ability to identify and address issues before they become major problems
Report with ease
- Save countless hours on reporting with always-on data that updates through live integrations
- Instantly generate and share reports on portfolio performance against forecasts, budgets, and other key social and environmental metrics
- Always be able to answer questions and requests about deals and portfolio performance
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
- Real-time, 360-degree view of performance across your portfolio
- View tax equity and production metrics in one second or less
- Increase profitability and liquidity through proactive decision-making and risk mitigation
- Build trust with investors through comprehensive reporting on portfolio, fund, and project performance
Without Banyan Infrastructure
- Siloed, complex, and reactive reporting
- Delayed insights, missed opportunities, and high overhead
- Minimal ability to influence profit and decrease risk
- Limited transparency
What we do for...
Infrastructure Funds and Financiers
- Proactive performance tracking across every aspect of your portfolio and broader fund
- 360-degree visibility of accounting and asset performance data to proactively manage risk and performance
Green Banks and Public Funds
- Track impact and confidently grow your portfolio with automated performance reporting and proactive risk management
- Easily report on federal and government reporting obligations
Developers & Owner Operators
- Improve bankability, liquidity, and securitization opportunities with unparalleled transparency and visibility into portfolio performance
- 360-degree visibility into performance and key metrics to improve your outcomes and upside