Our solutions are designed to assist you and your portfolio companies in your sustainability journey.
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Assess ESG risk and benchmark performance.
Define your fund policy in
accordance with SFDR.
Log in to an intelligent end-to-end compliance.
Assess, report and optimize the sustainability performance of your portfolio companies.
Fund Administration &
Sustainability Management
Invite Portfolio Companies with one simple link. PortCos take the standard assessment in 30 minutes. ESG topics are based on international standards (GRI, SASB, etc). Results help discover material ESG risks in the DD phase.
After a company submitted their assessment, the results can be benchmarked against other PortCos across different ESG categories.
Easily download PDF reports to be used during the deal flow process. Include your comments in the export, or export the raw data for further analysis. This is a pay-per-use model.
Get guidance on environmental and social characteristics setting, including metric and
KPI selection.
Receive guidance for environmental and social characteristics setting including Metric and KPI selection, as well as for Principal Adverse Impacts (PAIs) indicator selection.
Save time and legal fees with customizable templates. Export is ready to publish.
Get SFDR fund setup support including fund policy (SFDR Art. 6, 8, 8+ or 9) definition. Get guidance on environmental and social characteristics setting including metric and KPI selection, plus Principal Adverse Impacts (PAIs) indicator selection and a highly automated pre-contractual disclosure for export.
Our system gives you automated website and periodic disclosures which you can easily export as word document or pdf.
Our system supports the development of Limited Partner Agreement (LPA), Investor Due Diligence Questionnaire (DDQ), LP Term sheet and LP Reporting.
PortCos take assessment and receive an ESG score in 30min (per company), with transparency on concrete ESG measures. Report can be used for due diligence and progress tracking. Efficient data collection from PortCos and automatic consolidation at fund level. Satisfy all reporting needs with self-defined or standard KPI sets.
Save time with automated, polished exports (PDF or CSV) at fund & company level, and comply with regulations like SFDR as well as international standards like the IMP or IRIS+.
Benchmark the performance of each company. Optimize sustainability performance with more and more automatic guidance. Regular webinars for portfolio companies. Tap into expert support with >30 years of in-house sustainability expertise.
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