The Data Review and Sign-Off functionality in KEY ESG lets you run structured, auditable review workflows for your fund's self-assessment, and gives you visibility into where each portfolio company stands in their own review and sign-off process.
Role capabilities summary
Admins: configure the review process, view all tasks, and remove review decisions.
Reviewers: approve, reject, or comment on assigned tasks.
Data Gatherers: submit data, view submission status, and respond to feedback.
Admins can also act as reviewers for specific tasks, but cannot approve or reject submissions they aren't assigned to.
Setting up review for your self-assessment
Where to find it: Data Request Setup → Step 4: Review and Sign-Off (within your fund's own self-assessment data request).
Enable review process: switch on the Review and Sign-Off toggle, then click Edit to start configuration.
Select data for review: choose the specific data points in your self-assessment that require review.
Assign reviewers: assign one or more reviewers from your internal team.
Save changes: reviewers will see their assigned tasks in the Review Dashboard once data is submitted.
Overseeing portfolio company review and sign-off
Each portfolio company configures and runs its own review and sign-off workflow independently within its own portal. As a fund manager, you don't configure this on their behalf, but you can:
See which portfolio companies have completed sign-off and locked their reporting year, from the Reports tab.
Be notified if a portfolio company needs their locked report unlocked to make a correction, and approve or action that request.
Use this visibility to follow up with companies that are lagging on review or sign-off ahead of an investor reporting deadline.
Best practices
Set clear sign-off deadlines for portfolio companies that align with your own LP/investor reporting timeline.
Avoid assigning reviewers to their own submissions, to maintain independence, both in your self-assessment and when advising portfolio companies on their process.
Check the Reports tab periodically to monitor sign-off progress across the whole portfolio.
If you have any questions, our team is here to help via the in-platform chat function or by emailing support@keyesg.com.