VerdAI
VerdAI automates SFDR compliance for asset managers and financial institutions by reading company disclosures, structuring ESG data, and generating assessments with source-linked audit trails. The platform classifies funds, documents principal adverse impacts, and continuously monitors portfolios for breaches, with every conclusion traceable to a specific document, page, and clause.
- Regulatory & Compliance Technology
- Financial Technology
- Software Only
- Artificial Intelligence
Funding
Founders
Founder details are not available yet.
Product
Problem
Asset managers face a growing Sustainable Finance Disclosure Regulation (SFDR) compliance burden, including classifying funds, documenting principal adverse impacts, and justifying every conclusion with a traceable source. Done manually, this work is slow, inconsistent between teams, and difficult to defend under regulatory scrutiny.
Solution
VerdAI automates the SFDR assessment process by reading company disclosures, structuring the relevant ESG data, and producing assessments with source material attached to every line. The platform classifies funds, documents principal adverse impacts, and continuously monitors portfolios for breaches, so the portfolio remains compliant at the moment of investment and over time. Every conclusion can be traced back to a specific document, page, and clause, ensuring a defensible audit trail. The tool is built on European regulators' interpretation of SFDR and automates the audit trail and processes regulators require.
Target Audience
Primary customers are asset managers and financial institutions that must comply with SFDR, including investment teams responsible for fund classification, ESG data handling, and regulatory reporting.
Features
- Automated reading and structuring of company ESG disclosures into a unified data format
- Fund classification under SFDR with source-linked justification for each conclusion
- Principal adverse impact (PAI) documentation generated automatically
- Continuous portfolio monitoring for compliance breaches with alerts
- Document, page, and clause-level audit trail for every assessment line
- Built on European regulators' interpretation of SFDR, aligning with regulatory expectations