NEXT-GEN SOFTWARE FOR

ESG / Impact

Streamline ESG / Impact tracking, workflows, analytics and reporting across your funds and portfolio companies.

Portfolio ESG / Impact monitoring and analysis software for private markets funds.

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Centralize Tracking of Portfolio-wide ESG / Impact Data

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Align Firm ESG Strategy & Portfolio Metrics to Global Standards

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Automate Data Collection

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Simple Data Submission Process for Portfolio Co's via the Data Submission Portal

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Set Targets via ESG Action Plans & Assign Tasks

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Dashboards to surface insights & visualize ESG / Impact Data

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Build High Quality ESG / Impact Reports

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Export Reports to MS Word & Excel

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Comply with Regulations E.g. EU SFDR

Fund & Portfolio ESG Tracking

Centralized Portfolio-wide Tracking of ESG / Impact Data, Strategy & Workflows

  • Track ESG and Impact data across all your portfolio companies and funds
  • Monitor qualitative and quantitative metrics that you track for your portfolio companies and funds
  • Aggregate ESG metrics to analyze fund and portfolio level performance
  • Set firm and portfolio-level ESG / Impact strategies and Action Plans
  • Stay on top of strategic execution via task and project management tools

Automate Data Collection

Automatically Collect ESG Data from your Portfolio

  • Set up workflows to digitize collection of data from your portfolio companies
  • Request periodic qualitative & quantitative data, questionnaires or attachments from portfolio companies
  • Simple and intuitive submission process for portfolio companies via an online portal

ESG / Impact Reports & Analytics

Generate High Quality ESG & Impact Reports

  • Create visual dashboards, reports and charts to analyze your ESG / Impact data
  • Build stunning ESG / Impact reports using our custom report builder
  • Easily export reports and data to MS Word & Excel

ESG Compliance & Global Standards

Align your firm to Global Standards (EU SFDR, UN SDGs…)

  • Align your firmwide ESG strategy to global standards such as UN SDGs, IRIS GIIN etc.
  • Comply with regulations such as EU SFDR by building internal processes and relevant ESG / Impact datasets
  • Create portfolio company metrics and data collection based on selected global standards
  • Flexibility to add your own custom ESG / Impact methodologies and scoring formulas

See Our Software In Action

Book a Demo