ESG KPIs provides a unified SaaS platform for investment funds to manage deal sourcing, due diligence, ESG data collection, and LP compliance across their entire portfolio. The tool generates SFDR‑compatible ESG reports, offers policy templates, and includes KYC/KYT risk scoring, enabling funds to automate quarterly reporting and streamline fund administration.
Funding
Funding not disclosed
Founders
Product
Problem
Venture funds must collect ESG data from portfolio companies, generate regulatory reports (e.g., SFDR), and maintain LP compliance while also managing deal sourcing and due diligence. Coordinating these tasks across multiple portfolio companies is time‑consuming and prone to errors, especially for funds scaling beyond a few investments.
Solution
ESG KPIs offers a SaaS platform that centralizes deal sourcing, due diligence, ESG data collection, and LP reporting for venture funds. The system automates ESG metric gathering, produces SFDR‑compliant reports in any LP‑specified format, and stores all documentation in an audit‑trail‑enabled vault. Integrated checklists, KYC/KYB verification, and risk scoring streamline due diligence, while policy templates and a generator help funds maintain up‑to‑date ESG, environmental, and governance policies. Quarterly reporting tools aggregate portfolio performance and ESG commentary for LP communication. The platform scales from a single portfolio company to dozens, with tiered pricing that matches fund size and regulatory needs.
Target Audience
Primary customers are venture capital funds and other investment managers that need to manage ESG compliance, regulatory reporting, and deal workflow across multiple portfolio companies.
Features
- Automated ESG data collection and SFDR report generation with export to any LP format
- Deal sourcing dashboard that tracks pipeline from first click to portfolio integration
- Due diligence suite with checklists, document vault, KYC/KYB verification, and risk scoring, all audit‑trailed
- Policy generator with up‑to‑date ESG, environmental, social, and governance templates and step‑by‑step guidance
- Quarterly reporting module for portfolio commentary, ESG metrics, and LP compliance summaries
- Integrated support for Article 6, 8, 8+, and 9 funds, including KYT, KYC, and 20 hours of ESG officer assistance per month
- Unlimited platform support and data security assurances for fund and portfolio company information