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.

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How it works

Streamline and automate ESG and financial data collection, portfolio monitoring and reporting

Invite

Invite

Invite your LPs, GPs, Portfolio Companies, or Fund Funds to the collaboration ecosystem
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Step 01
Configure

Configure

Select a suitable reporting framework (GHG protocol, TCFD etc), identify material items and prepare an ESG data request template;
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Step 02
Request data

Request data

Request ESG data from your investees directly on the platform
Step 03
Collaborate

Collaborate

Enable your investees to plugin internal systems and collaborate with colleagues to fill in ESG data;
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Step 04
Validate

Validate

Cross - validate ESG report data, metrics and scores and write down on blockchain;
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Step 05
Report

Report

Build your reporting template and report to your investors and other stakeholders.
Step 06

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.