Software Packages
We offer comprehensive software packages that include all features necessary for effective ESG reporting and compliance. These packages are now structured based on your firm’s Assets Under Management (‘AUM’).
All packages include:
SFDR Documents: Streamline the creation of necessary SFDR compliance documents using the official templates and in line with the latest guidance from EU and national authorities.
SFDR Principal Adverse Impact (‘PAI’) Indicators: Efficiently gather and report on required PAI metrics.
GHG Accounting: Accurately measure and manage greenhouse gas emissions.
Reports and Dashboards: The software serves as a centralized hub, connecting financial and sustainability data to provide valuable insights into their interplay.
Help Center for Portfolio Companies: Provide your portfolio companies with resources to support their own compliance efforts under other frameworks or internationally recognised standards.
For a visual summary of our tiered pricing structure, please visit our pricing page.
Consulting Services
In addition to our software solutions, we offer consulting services to provide personalised support.
Our consulting packages are designed with flexibility in mind:
Hourly Packages: Purchase consulting hours as needed, with the benefit of reduced hourly rates for larger packages.
Periodic Status Reports: Receive regular updates detailing hours spent, activities performed, and your current balance, ensuring transparency and effective resource management.
This approach allows you to tailor our support to your specific requirements, optimising both effectiveness and cost-efficiency.
You may be wondering what we may use those consultancy hours for. The answer is: any assistance you need or would like us to provide during the SFDR compliance process and ESG strategy development. Here are some examples:
1. Initial Setup and Strategy Alignment
Kick-off meeting.
Setting up the fund and user accounts in the app.
2. SFDR Compliance Planning
Determining the SFDR article classification (Article 6, 8, or 9). Including advising on Article 8 or 9 upgrade feasibility based on ambitions and strategy.
Deciding whether PAI indicators will be measured. And, if so, selecting relevant PAI indicators based on proportionality principle (fund industry, size, current status, ambitions, etc.).
Establishing the regulatory roadmap for compliance
3. PAI Selection and Data Collection (If PAIs are measured)
Sending and managing data requests to portfolio companies.
Assisting portfolio companies with data collection and submission.
Sending reminders and follow-ups to ensure timely reporting.
4. Portfolio Company Support
One-on-one meetings for tailored guidance if necessary.
Answering ESG-related questions and compliance concerns.
Advising on ESG corporate strategy alignment with EU and international standards.
Providing regulatory updates and industry-specific adaptation strategies.
Extracting insights from existing ESG policies, codes of conduct, or other internal documents.
Aligning fund and portfolio company approaches for better ESG integration.
5. Compliance Documentation
Creating/reviewing SFDR disclosures.
Ensuring adherence to official EU templates and the latest guidelines from the competent EU and national authorities.
Customising reports to reflect fund-specific characteristics and discussions.
Implementing any required amendments and incorporating firm input.
6. Final Wrap-Up and Strategic Guidance
Conducting a wrap-up meeting to explain PAI results.
Identifying key indicators, possible actions, and targets.
Providing strategic advice for ESG-driven value creation in the portfolio.
Exploring opportunities to leverage ESG data for broader business purposes.
Cost-Sharing with Portfolio Companies
Recognising that SFDR compliance and PAI measurement often involve collaboration with portfolio companies, we advocate for a cost-sharing approach when extensive support is provided to them. This strategy not only fosters transparency but also ensures that all parties are invested in achieving compliance. To facilitate this process:
Define Scope: Clearly outline the services provided to each portfolio company and the associated costs in the initial agreement.
We recommend including a predefined number of consultation hours dedicated to assisting portfolio companies with PAI reporting and SFDR compliance. You should account for at least 4 hours of guidance to report and set up meaningful actions for each portfolio company in light of their particular results and industry standards.
Transparency: Ensure mutual understanding of the terms, including the extent of services and any additional costs that may arise.
For more detailed guidance on implementing cost-sharing arrangements, please refer to our help center article.
Engagement and Customization
We understand that each private equity firm has unique needs and challenges. Therefore, we encourage you to reach out to us directly to discuss your specific requirements.
Our team is committed to providing customised solutions that not only ensure compliance but also add value to your investment processes.