Banyan Infrastructure

“A one million-dollar deal is more simple than a Billion dollar deal, but not a thousand times less. It still has its own contracts, counterparties, models to deal with all of that.”

“We've worked with SMBC, for example, and they were like, you know, and from their perspective, look, anything under a hundred million dollars would be really difficult to invest in because of such a taxing process they have up front and ongoing.”

“I saw that one was spending over 1400 hours just on compliance, right? Like, not on portfolio management, not on originating and underwriting, just on keeping compliance of key obligations. Almost an entire person doing that.”

“When we sort of did the end-to-end analysis for where we could save time, we were showing anywhere from 15 to 16, 60, six-zero percent savings on their processes that go through the origination and underwriting flow, right?”

“When we thought about standards at Banyan, we were like, it'll be organic, right? We're gonna get a developer here, A lender there, a sponsor there, they all use the platform, and they all want to track IRR the same way, so organically, we're going to start to…”

“Like, I need a bankable, you know, off-taker, and I need an experienced EPC, right? Like, those are meaningless words in many ways, right?”

“And now if you're doing distributed, it's a million dollars rather than a billion. So you might have a thousand times the amount of data at every single one of those stages, a thousand models, a thousand PDF documents or contracts, a thousand counterparties. S…”

“We have a collective of our lenders representing billions of dollars of assets, pipelines, portfolios, willing to share and do this exercise to say, let's figure out where the market's at and where the baseline for the demand of pipeline is.”