PE Reporting
An ESG SaaS reporting and sustainability management software for the Private Equity and Venture Capital industry. PE Reporting streamlines ESG and financial data collection, portfolio monitoring and investor reporting using Blockchain technology.
PE Reporting
An ESG SaaS reporting and sustainability management software for the Private Equity and Venture Capital industry. PE Reporting streamlines ESG and financial data collection, portfolio monitoring and investor reporting using Blockchain technology.
PE Reporting
An ESG SaaS reporting and sustainability management software for the Private Equity and Venture Capital industry. PE Reporting streamlines ESG and financial data collection, portfolio monitoring and investor reporting using Blockchain technology.
How it works
Streamline and automate ESG and financial data collection, portfolio monitoring and reporting
Invite
Configure
Request data
Collaborate
Validate
Report
Key features
PE reporting supports leading frameworks​
It automates your process, makes them compliant with leading ESG frameworks such as TCFD, GHG, or SDG, reduces costs attributed to producing ESG reports and move all data collection to one end-to-end encrypted environment, including standardisation tools (frameworks), and builds encrypted/immutable fact-oriented databases on blockchain.
Easy to get started
PE Reporting system performs materiality assessment and generates a list of recommended material topics in a matter of hours, and you are ready to build your questionnaire despite your ESG expertise. You can upload your template, select one in our library, or get help from our GTR intelligent algorithm.
GTR intelligent algorithm
The GTR algorithm uses onboarding data to perform materiality assessment and build an ESG reporting template automatically
to start with, which you can quickly touch up before filling in data.
Intelligent and intuitive collaboration
PE Reporting brings together everything and everyone you need:
teammates, datasets, data sources, investors, investees, auditors and trusted third parties.
We use best practices to build our templates. They are flexible, customised, and support tabs, pages and sections, and all types of data using grid or excel frameworks. Charts, formulas and graphs are supported too.
Investors' reporting
A growing number of investors brings new business opportunities and increasing back-and-forth of emailing marked-up PDFs with wild filenames, which holds you back.
PE Reporting streamlines your paper-bound processes. It enables you to submit ESG and financial reporting to your investors on the platform and update your investors almost in real-time. You can build, upload or use reporting templates library, connect different data sources and your fund (portfolio) ESG performance data populating data automatically.
ESG reports
The system enables the production of comprehensive ESG reports on a portfolio company, the fund (portfolio), and investor levels. The report is a complete document which consists of compliant metrics with a predefined ESG leading framework and the business ESG score.
Automate reporting
PE Reporting platform enables you to automate most of your ESG reporting activities, including manual data entry tasks.
The system identifies relevant cross-validated data and turns it into reusable assets.
Your stakeholders can receive your ESG KPIs dynamics and track them almost online with our system.
Connect, populate data and manage ESG metrics on the go
Start with importing available data from your internal systems. Connect accounting, ERP, CRM, and utility providers via a wide range of connectors set filters and populate your data in an ESG reporting template.
Now, no panic if you receive the last moment stakeholder’s request to change metrics in your ESG report. Go to the report, amend it and leave it to the PE Reporting system to take care of new metrics calculation and the report data update.
Portfolio monitoring
When all investees’ and other ESG data are collected, it is time to monitor your portfolio ESG and financial performance. Intuitive PE Reporting interface allows for building convenient, understandable portfolio monitoring dashboards.
And when it’s ready, the system automatically consolidates data from different sources and populates it on the dashboard. The dashboard is ready, and you can invite teammates to analyse your ESG performance.
No Greenwashing with blockchain trusted database
PE Reporting system provides a convenient and efficient way to ensure ESG compliance and data reporting accuracy. Simply use ESG data cross-validation functionality to get your auditor stamp and signature.
When your report is audited, the system automatically
writes it down on the blockchain creating a single immutable
source of your ESG trusted data.
Ready to get started?
Request a demo and we’ll send you more information and set up a call to demonstrate our solutions.