The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lee: Vague terms like 'bankable off-taker' are meaningless without quantitative criteria
“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?”
Lee: Distributed energy faces crushing operational overhead compared to utility-scale projects
“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…”
Lee: $1M clean energy deals are not 1,000x simpler than $1B deals
“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.”
Lee: SMBC found infrastructure projects under $100M unfeasible due to process costs
“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.”
Lee: Banyan software delivers 15% to 60% time savings for banks
“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?”
Lee: A collective of lenders representing billions are actively sharing benchmarking data
“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.”
Lee: A Green Bank Spent Over 1,400 Hours Solely on Compliance
“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.”
Lee: Banyan originally expected clean energy finance standards to emerge organically
“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…”