Portfolio Management

Unlock real-time insights to efficiently optimize portfolio outcomes, reduce risk, and increase liquidity

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Banyan software
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Explore Origination

Explore Portfolio Management

Make faster decisions with real-time reporting

Scale with confidence by centralizing critical portfolio insights

Lower operational costs with improved efficiency 

Maximize liquidity with proactive decision-making

Real-time data

Stop waiting hours or days for a report. Access the insights you need instantly, including:

  • Financial metrics (IRR, DCSR, and more)
  • Asset performance metrics (kWh, MW, and more)
  • Impact metrics (CO2 avoided, affordable housing units upgraded, and more)
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Banyan software mockup

Advanced reporting

Quickly understand portfolio performance and maximize profitability with:

  • Standardized reporting at the portfolio, fund, and project level
  • On-demand performance reports for specific criteria, such as projects with at-risk equipment or underperforming assets
  • Custom charts that allow you to visualize your data in seconds
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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
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Banyan software mockup
Banyan software mockup

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
  • Discuss insights, assign action items, and call out key takeaways directly from your dashboard with team collaboration tools
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SMBC logo

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.

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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
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Integrations

Banyan Infrastructure connects with your entire tech stack to bring a holistic view of your portfolio all in one place.

Solar edge logoOracleHubspot logoSage Intacct logoBusiness CentralATMOS logoZoho logoPlaid logoAlso Energy logoSolar edge logoOracleHubspot logoSage Intacct logoBusiness CentralATMOS logoZoho logoPlaid logoAlso Energy logo
Snowflake logoAdobe logoSMA logoOracle NetSuite logoSalesforce logoExcel logoSolis logoEnphase logoSnowflake logoAdobe logoSMA logoOracle NetSuite logoSalesforce logoExcel logoSolis logoEnphase logo

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
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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
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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
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