Get a central view of portfolio performance
Manage portfolio risk with unified data and reporting
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
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
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)
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)
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
0
$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
2
1
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
0
$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
2
1
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
0
$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
2
1
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 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 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 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
Monitor
portfolio performance
See Banyan in action. Book a demo and we'll tailor the walkthrough to how your portfolio and deals are structured