ESG support for private equity and venture capital

ESG research services for private equity and venture capital

Our ESG solutions analysts work as an extension of a client’s team, supporting them at the various stages of the investment process to integrate ESG considerations.

Our team is qualified to execute ESG projects from screening and evaluating sustainable investing opportunities to tracking and reporting ESG KPIs, providing tailored solutions to meet our clients’s needs.

They conduct deep-dive ESG research, adopting a top-down, bottom-up or combined approach. ESG solutions for private markets include building databases at the fund and portfolio company level, developing frameworks, modelling, analysis and preparing bespoke reports and presentations.

Who we serve

ESG research solutions and support we offer

Sustainable investing support

Target screening based on primary ESG mandate
Check investment propositions against ESG policies
Assess opportunities to add value through ESG improvements
Compile checklists to screen for high-level ESG risks

Due diligence team support*

Evaluate investment opportunities from an ESG perspective
Assess quality of ESG management systems
Identify ESG KPIs, risks and opportunities
Competitive analysis/peer benchmarking
Document ESG-related issues for internal use

Portfolio company ESG strategy support

ESG framework and implementation support for portfolio companies
Share ESG objectives and practices with portfolio companies
Prepare ESG performance reports/dashboards framework
Review ESG framework with portfolio companies
Formulate a roadmap for ESG implementation and data collection

Portfolio monitoring and reporting support

Collaborate with portfolio company to set up data collection for ESG reporting
Provide portfolio company with model/framework to monitor ESG practices
Track ESG performance with data gathering and validation support
ESG data analytics support
Prepare ESG reports – bespoke LP reports, LPAC, board meetings, DDQ/LP query support
Maintain ESG dashboards for a portfolio or fund
Periodic maintenance of ESG reports
Compile newsletters

Exclusive Webinar

Challenging the Status Quo of Private-Market Operations

Realigning investment strategy and transforming operations to be future-ready

How we are different

Domain experts

a solid, experienced team with experience across private equity, venture capital and alternative investments (real estate, infrastructure, credit) research supporting clients’ ESG stakeholders and asset managers

Advanced monitoring and reporting

we are developing an ESG module within FolioSure, our proprietary portfolio- monitoring and reporting tool, to provide flexible and intuitive ESG-focused solutions to private-market clients

Scalability

our client support is fully scalable, reflected in the wide range of team sizes supporting our clients

Stronger service-quality levels

we work cohesively with client leadership and operational teams, offering customised ESG solutions exclusive to our clients. This creates a competitive edge that is truly sustainable