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.
Centralize Tracking of Portfolio-wide ESG / Impact Data
Align Firm ESG Strategy & Portfolio Metrics to Global Standards
Automate Data Collection
Simple Data Submission Process for Portfolio Co's via the Data Submission Portal
Set Targets via ESG Action Plans & Assign Tasks
Dashboards to surface insights & visualize ESG / Impact Data
Build High Quality ESG / Impact Reports
Export Reports to MS Word & Excel
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