Deploy clean energy capital, faster

Whether your capital comes from public or private sources, Banyan runs origination, compliance, and reporting in one place, so more of every dollar reaches the projects you fund

Community Lender

In collaboration with Banyan Infrastructure, CGC is developing the Green Bank & Municipal Partner Playbook. This playbook will serve as a centralized resource hub, offering standardized templates to support the development of financial products - such as loan documents, underwriting criteria, and checklists - as well as guidance on organizational operations and EPA compliance.

CGC

More impact,

less admin

What green banks and community lenders leave behind when reporting, portfolio data, and EPA compliance all live on Banyan

Focus on impact

Banyan streamlines your reporting and compliance tracking, so your team can focus on originating and funding clean energy projects

Before Banyan

Manual reporting burns thousands of hours a year, draining grant dollars meant for your community

Reduce compliance risk

Track and report on covenants and compliance requirements automatically, including EPA reporting

Before Banyan

A single compliance gap, whether it’s a missing data field or inconsistent project classification, can put funding at risk

Best practices and templates

Deploy capital faster with ready-made document templates and automated workflows

Before Banyan

Every team member works off a different checklist, adding risk to every deal and capping how fast you can scale

Proactive KPI alerts

Track risk and performance across financial and impact metrics for every asset and transaction

Before Banyan

You find out about a missed covenant too late, sometimes after a lender or investor flags it first

Embedded application portal

Intake, qualify, and close residential and high-volume projects against consistent screening criteria

Before Banyan

Inbox chaos: hundreds or thousands of applications managed through email

Auditable compliance at scale

Maintain a complete audit trail of changes, submissions, approvals, waivers, and amendments to covenant data and other deal information

Before Banyan

Your team chases counterparties and updates trackers instead of managing the portfolio

Portfolio Management

See your whole portfolio in one place

Standardize and centralize data across complex, bespoke investments so you can act on accurate numbers fast

Standardize project data in one platform that stays current

Visualize, aggregate, and drill into portfolio performance down to the project level with dashboards and custom reports

Set KPIs and threshold alerts that flag slippage in financial performance

See portfolio management in action

All entities

Portfolio

My dashboard

Overview

Risk summary

Analytics

Entities

EBITDA actual

EBITDA forecast

Variance

Feb

Mar

Apr

May

Jun

Jan

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$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

Audit and Approve reports
Audit and Approve reports
Reporting Covenants

Trust your compliance data at any scale

Automate covenant workflows from an audit-ready central source of truth

Monitor, collect, and approve ongoing reporting and financial covenant requirements

Catch at-risk covenants with warning and critical alerts before and after due dates

Collect data through a self-serve counterparty portal

See covenant tracking in action

Origination

Move deals through your pipeline, faster

Qualify compliant opportunities and track diligence milestones against funding requirements

Screen incoming opportunities and move qualified ones into diligence fast

Standardize information collection and deal documentation across every project

Launch new products faster with standardized origination templates

See origination in action

Dashboard

Applications

Workflow & tools

Metrics to watch

Total deal volume

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$0.00

Total deals

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to close

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Opportunity

Initial diligence

Detailed diligence

Expected

Closing

Evaluate

Closed

No status:

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Common questions from community lenders

If we haven't answered something here, our team is one demo away

Contact our team