Get a central view of portfolio performance

Manage portfolio risk with unified data and reporting

The difference

Banyan

makes

How teams operate before and after replacing disparate data sources with a dynamic software layer

Without Banyan

Pulling financials and production data from spreadsheets by hand wastes time and slows decisions

Bloated Excel workbooks turn fragile and crash-prone as portfolios grow

Teams find out about underperforming assets too late

With Banyan

Integrate disparate data sources through our data importer

Pre-built reporting dashboards map financial, production, and impact data

KPI dashboard and alerts escalate when project performance is off-track

Data ingestion

Centralize portfolio data

Access the insights you need across your portfolio:

Financial metrics (IRR, DSCR, and more)

Asset performance metrics (kWh, MW, and more)

Impact metrics (CO2 avoided, affordable housing units upgraded, and more)

Data ingestion

Centralize portfolio data

Access the insights you need across your portfolio:

Financial metrics (IRR, DSCR, and more)

Asset performance metrics (kWh, MW, and more)

Impact metrics (CO2 avoided, affordable housing units upgraded, and more)

Data ingestion

Centralize portfolio data

Access the insights you need across your portfolio:

Financial metrics (IRR, DSCR, and more)

Asset performance metrics (kWh, MW, and more)

Impact metrics (CO2 avoided, affordable housing units upgraded, and more)

All entities

Portfolio

My dashboard

Overview

Risk summary

Analytics

Entities

EBITDA actual

EBITDA forecast

Variance

Feb

Mar

Apr

May

Jun

Jan

$4k

$8k

$12k

$16k

$20k

$24k

EBITDA

DSCR

Financial performance

Viewing

Months

Jan 2025 - Jun 2025

+ Comments

Variance on Nov 2025

0.12% variance

-$1,743,919,24

Reporting

Advanced portfolio reporting

Understand portfolio performance and maximize profitability with:

Standardized reporting at the portfolio, fund, and project level

Generate and share reports on portfolio performance against forecasts, budgets, and other key social and environmental metrics

Roll up or drill down on the same metrics across your portfolio, from the fund view down to individual projects

All entities

Portfolio

My dashboard

Overview

Risk summary

Analytics

Entities

EBITDA actual

EBITDA forecast

Variance

Feb

Mar

Apr

May

Jun

Jan

$4k

$8k

$12k

$16k

$20k

$24k

EBITDA

DSCR

Financial performance

Viewing

Months

Jan 2025 - Jun 2025

+ Comments

Variance on Nov 2025

0.12% variance

-$1,743,919,24

Reporting

Advanced portfolio reporting

Understand portfolio performance and maximize profitability with:

Standardized reporting at the portfolio, fund, and project level

Generate and share reports on portfolio performance against forecasts, budgets, and other key social and environmental metrics

Roll up or drill down on the same metrics across your portfolio, from the fund view down to individual projects

KPI monitoring

KPI monitoring and risk management

Automate your reporting and compliance obligations at scale with an auditable system of record

Always-on monitoring and alerts for performance and unmet KPI thresholds

Leave comments and notes on portfolio performance to keep tabs on trends

Make faster decisions and reduce risk with a centralized view of your portfolio performance

KPI monitoring

KPI monitoring and risk management

Automate your reporting and compliance obligations at scale with an auditable system of record

Always-on monitoring and alerts for performance and unmet KPI thresholds

Leave comments and notes on portfolio performance to keep tabs on trends

Make faster decisions and reduce risk with a centralized view of your portfolio performance

KPI monitoring

KPI monitoring and risk management

Automate your reporting and compliance obligations at scale with an auditable system of record

Always-on monitoring and alerts for performance and unmet KPI thresholds

Leave comments and notes on portfolio performance to keep tabs on trends

Make faster decisions and reduce risk with a centralized view of your portfolio performance

Monitor

portfolio performance

See Banyan in action. Book a demo and we'll tailor the walkthrough to how your portfolio and deals are structured