Sustainability co-pilot for Private Capital

Collect, optimize, and analyze the ESG data and insights you need to drive sustainable success.

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Designed to empower port co's

Provide your portfolio companies with objectives and the tools they need to achieve their sustainability goals

Service first

Service first approach

We understand your specific needs, and have in-house team ready to tailor to your exact internal ESG workflows
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Reporting as a competitive advantage

Pre-built CSRD, SFDR and EU Taxonomy questionnaires and data collection. Provide internal stakeholders, and investors with access to the information they need

Impact storytelling

Analyse and report on each portfolio company, and see a timeline view to map and monitor progress

Your compass to long-term impact

Automate the foundation of your ESG strategy with sophisticated data collection and assessment tools.

Intelligent data collection and management

Intuitive survey builders, automations and reminders to streamline portfolio company reporting

Create workflows and set screening & due diligence actions for each asset type

Set material KPIs, investor exclusions and checklists

Set material KPIs, investor exclusions and checklists to capture fund-level ESG performance

Customisable roles and permissions to make team collaboration a breeze

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Assessment templates

KPIs and policy checklists

Resilient to reporting changes

Seamless ESG modeling for impact

Enable ESG integration into investment strategies

Gain a comprehensive view of your fund’s ESG performance and drill down into specific segments and portfolio companies, with tailored ESG KPIs aligned to each fund's goals

Analyze impact and risks to align with, and enable, strategic investment decisions

Incorporate risk flagging to foresee and mitigate potential issues

Provide a secure portal for all your portfolio companies to manage recurring and ad-hoc reporting requests

Utilize internal and third-party ESG scores

Easily connect to 3rd party sustainability ratings providers APIs

Weighted sum models for precise assessments

Portfolio companies activity tracking

Flag risks and opportunities

Capture investor exclusions

Internal scores and 3rd party ratings integration

Collaborative Monitoring and Reporting

Solidify your ESG strategy with shared goals and transparent progress tracking

Track activity and measure impact with real-time monitoring tools

Implement automated progress reporting systems to maintain portfolio company accountability and momentum

Track activity and measure impact with real-time monitoring tools

Engage teams with requests for additional information to fill in ESG gaps

Showcase and report ESG strategy timelines, revealing the long-term value of sustainability efforts

Pre-built regulatory templates to make CSRD, SFDR, Carbon reporting and EU Taxonomy clear, understandable and actionable

Portfolio companies objective recommendations

Resilient to reporting changes

Share with auditors

Integrated into existing reporting platforms like eFront

SFDR, TCFD, EU Taxonomy, SDG’s

Proportional investor reporting to align with investment sizes

Resilient to reporting changes

Engaging and complete investor reporting

Tailored investment tech expertise

Leveraging over two decades of experience with funds and Fortune 500 companies, we combine our deep ESG knowledge with cutting-edge technology to tailor a platform that not only integrates seamlessly with your ecosystem but is also fine-tuned to help you achieve your ESG objectives.

Support multiple ESG strategies

Secure cloud application

API integration