More front office, less back office

Banyan automates covenant reporting and centralizes portfolio data so you can stay ahead of every obligation and focus on closing deals instead of managing them

Banyan Infrastructure for project financiers

"Banyan Infrastructure provides a central source of information regarding upcoming deliverables, allowing us to stay on top of reporting and payments in a fraction of the time."

Kyle Nesselbush,

Vice President of Fund Management, Advantage Capital

Standard solar

Scale your portfolio,

not headcount

What project financiers leave behind once their pipeline, portfolio data, and compliance tracking live on Banyan

Time back for closing deals

Pipeline, KPI, and compliance tracking allow your team to focus on building the relationships they need to hit your growth targets

Before Banyan

Version control, excel crashes, and outlook reminders waste precious minutes of every day

Eliminate email threads

Counterparties self-serve their submissions and status checks, freeing your team for portfolio and deal work

Before Banyan

Your team spends its weeks chasing counterparties and updating trackers instead of growing the portfolio

Confidence in your data

Deliver polished, accurate, and timely investor and LP reporting with all obligations and portfolio data in one place

Before Banyan

Investors catch mistakes in your data, sometimes before you even know they exisit

Proactive KPI alerts

Monitor and track risk profiles and performance (across project finance metrics like IRR and DSCR) tied to each asset and transaction

Before Banyan

You find out an asset is underperforming too late, sometimes after a lender or investor flags it first

Built for your deal structures

Banyan models deals, projects, and financings as distinct records, so reporting holds up through refinances and tax equity layers

Before Banyan

Generic tools flatten complex capital stacks into catch-all records that break when structures evolve

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 spends time chasing counterparties and updating 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 financial, production, and impact data in one platform that stays current

Visualize, aggregate, and drill into portfolio performance with dashboards and custom reports

Set KPIs and threshold alerts that flag slippage in project performance

See portfolio management in action

All entities

Portfolio

My dashboard

Overview

Risk summary

Analytics

Entities

EBITDA actual

EBITDA forecast

Variance

Feb

Mar

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May

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Jan

0

$4k

$8k

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$16k

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EBITDA

DSCR

Financial performance

Viewing

Months

Jan 2025 - Jun 2025

+ Comments

Variance on Nov 2025

0.12% variance

-$1,743,919,24

2

1

Banyan Compliance
Banyan Compliance
Reporting Covenants

Trust your compliance data at any scale

Automate covenant workflows from a single, audit-ready 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

Streamline data collection through a self-serve counterparty portal

See covenant tracking in action

Origination

Move deals through your pipeline, faster

Accelerate your deal timelines by reducing friction within your team

Quickly screen incoming opportunities and move qualified ones into diligence quickly

Standardize information collection and deal documentation across every project

Rank and compare opportunities against consistent evaluation criteria

See origination in action

Dashboard

Applications

Workflow & tools

Metrics to watch

Total deal volume

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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 project finance teams

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

Contact our team