Banyan Infrastructure

Sustainable infrastructure project finance runs on spreadsheets, email chains, and disconnected data sources that create version control problems, missed covenant deadlines, and bottlenecks at every stage of the deal lifecycle. Banyan Infrastructure is a San Francisco-based SaaS platform built specifically for this workflow, covering origination through portfolio management and compliance tracking for renewable energy and other sustainable infrastructure assets. Its founding team draws on experience in renewable energy finance, enterprise software, and technology, and the platform now supports over $20 billion in assets across more than 2,500 projects.

For investment teams allocating to sustainable infrastructure, the platform addresses three distinct pain points that generic tools cannot:

• Automated covenant and compliance obligation tracking, with a counterparty portal so external stakeholders can submit documents directly rather than through email
• Real-time portfolio performance monitoring with project-finance-specific KPIs, including debt service coverage ratio, CFADS, and over 40 financial, performance, and impact metrics calculated automatically
• Origination pipeline management with pre-built templates for NDAs, term sheets, and risk assessments, reducing time from NDA to close

Clients include green banks, community development finance institutions, large commercial banks such as SMBC, and infrastructure funds. SMBC reported a 40% increase in deal throughput and a 30-day reduction in time from NDA to close after deploying the platform. Integrations span accounting systems including Sage Intacct, Oracle NetSuite, and Microsoft Business Central, as well as CRM tools like Salesforce and HubSpot, and energy monitoring platforms including SolarEdge, Enphase, and AlsoEnergy. The platform is SOC 2 compliant. Pricing is not publicly disclosed. Teams outside sustainable infrastructure project finance, or those seeking a general-purpose portfolio management tool, will find limited applicability here.

• Deal origination pipeline management and underwriting
• Covenant and compliance obligation tracking across loan and investment agreements
• Portfolio performance monitoring with real-time KPI calculations
• Automated report generation for internal and external stakeholders
• Counterparty document collection and external collaboration
• Impact metric tracking for ESG and government reporting requirements

• Automated compliance obligation and covenant tracking
• External user collaboration portal for counterparty document submission
• Proactive reporting and obligation deadline alerts with custom thresholds
• Complete audit trail of submissions, approvals, waivers, and amendments
• Pipeline management dashboard with workflow automation
• Standardized risk analysis templates for renewable energy
• Real-time portfolio roll-up and drill-down views
• Automated document generation from collected data (NDAs, term sheets)
• SOC 2 compliant security with role-based access controls
• AI-powered data ingestion for unstructured project finance documents

Built for Investment Teams, Fund Managers.