ESG KPIs

ESG KPIs

Financial KPIs

Financial KPIs

Cash Health

Cash Health

Deal Pipeline

Deal Pipeline

Due Diligence

Due Diligence

You back the most innovative companies in the world. You deserve infrastructure to match.

You back the most innovative companies in the world. You deserve infrastructure to match.

Run deal sourcing, due diligence, ESG reporting, LP compliance and everything

in between, from your first portfolio company to your fiftieth.

Run deal sourcing, due diligence, ESG reporting, LP compliance and everything in between, from your first portfolio company to your fiftieth.

ESG Reporting

ESG data collected,
SFDR reports generated, exported to any LP format.

Carbon Related Costs (Euros)
SaaS tools
Cloud & hosting
Business travel
5k
3.8k
2.5k
1.3k
0
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Verification

Due diligence checklists, document vault, KYC, risk scoring. All audit trailed.

Shareholder agreements
IP License Agreements
Auditor reports and management letters
Monthly financial forecast
Pre-money valuation
ESG Due Diligence
Negative screening
KYC on founders
KYB on company
Shareholder agreements
IP License Agreements
Auditor reports and management letters
Monthly financial forecast
Pre-money valuation
ESG Due Diligence
Negative screening
KYC on founders
KYB on company
Shareholder agreements
Shareholder agreements
IP License Agreements
Auditor reports and management letters
Monthly financial forecast
Pre-money valuation
ESG Due Diligence
Negative screening
KYC on founders
KYB on company
Shareholder agreements
IP License Agreements
Auditor reports and management letters
Monthly financial forecast
Pre-money valuation
ESG Due Diligence
Negative screening
KYC on founders
KYB on company
Shareholder agreements

Quarterly Reporting

Your portfolio. Your fund admin. Your commentary. Every quarter.

Policy Generator

Up-to-date fund policies, built from templates, with clear next steps.

Modern Slavery Statement
Commitment to preventing forced labor and exploitation.
Must haveSocial
Environmental Policy
Guidelines for sustainability and reducing environmental impact.
Must haveEnvironment
ESG Policy
Principles for environmental, social, and governance practices.
Must haveGovernance
Salary & Reimbursement Policy
Rules for pay, allowances, and expense reimbursements.
Must haveSocial
Modern Slavery Statement
Commitment to preventing forced labor and exploitation.
Must haveSocial
Environmental Policy
Guidelines for sustainability and reducing environmental impact.
Must haveEnvironment
ESG Policy
Principles for environmental, social, and governance practices.
Must haveGovernance
Salary & Reimbursement Policy
Rules for pay, allowances, and expense reimbursements.
Must haveSocial
Modern Slavery Statement
Commitment to preventing forced labor and exploitation.
Must haveSocial
Environmental Policy
Guidelines for sustainability and reducing environmental impact.
Must haveEnvironment
ESG Policy
Principles for environmental, social, and governance practices.
Must haveGovernance
Salary & Reimbursement Policy
Rules for pay, allowances, and expense reimbursements.
Must haveSocial
Modern Slavery Statement
Commitment to preventing forced labor and exploitation.
Must haveSocial
Environmental Policy
Guidelines for sustainability and reducing environmental impact.
Must haveEnvironment
ESG Policy
Principles for environmental, social, and governance practices.
Must haveGovernance
Salary & Reimbursement Policy
Rules for pay, allowances, and expense reimbursements.
Must haveSocial

Deal Sourcing

Your deal flow, structured from the first click.

Screenshot of deal sourcing table showing tracked companies with stage, ask amount, industry, geography and status

Simple pricing. No surprises.

Simple pricing. No surprises.

What you see is what you pay. Every feature, every portfolio company, fully visible before you commit.

Monthly

Yearly 2 months free

Scout

For funds focused on deal sourcing and basic policy management.

Free

Upgrade anytime

What’s included

  • Deal sourcing

  • Partial access to policy library

Operate

For Article 6 funds that need portfolio management without ESG.

150

150

1,800/year

1,800/year

Everything from scout, plus

  • 10 portfolio companies

  • Due diligence

  • Quarterly data collection

  • Export tearsheets

  • Article 6 pre-disclosure & website disclosure included

ESG

For Article 8, 8+, and 9 funds with SFDR or LP-specific ESG needs.

450

450

5,400/year

5,400/year

Everything from scout, plus

  • 10 portfolio companies

  • ESG Due diligence only

  • SFDR PAI, InvestEurope, custom metrics and export

  • SFDR pre-disclosure, periodic disclosure, website disclosure

  • Full access to policy library for GP and companies

  • 5hrs of ESG officer support

Partner

Everything in Portfolio and ESG, plus outsourced ESG officer hours.

1,050

1,050

12,600/year

12,600/year

Everything from scout, plus

  • 10 portfolio companies

  • Everything from operate

  • Everything from ESG

  • KYT & KYC for DD included

  • 20hrs of ESG officer support

  • Data collection setup

  • Unlimited platform support

Monthly

Yearly 2 months free

Scout

For funds focused on deal sourcing and basic policy management.

Free

Upgrade anytime

What’s included

  • Deal sourcing

  • Partial access to policy library

Operate

For Article 6 funds that need portfolio management without ESG.

150

150

1,800/year

1,800/year

Everything from scout, plus

  • 10 portfolio companies

  • Due diligence

  • Quarterly data collection

  • Export tearsheets

  • Article 6 pre-disclosure & website disclosure included

ESG

For Article 8, 8+, and 9 funds with SFDR or LP-specific ESG needs.

450

450

5,400/year

5,400/year

Everything from scout, plus

  • 10 portfolio companies

  • ESG Due diligence only

  • SFDR PAI, InvestEurope, custom metrics and export

  • SFDR pre-disclosure, periodic disclosure, website disclosure

  • Full access to policy library for GP and companies

  • 5hrs of ESG officer support

Partner

Everything in Portfolio and ESG, plus outsourced ESG officer hours.

1,050

1,050

12,600/year

12,600/year

Everything from scout, plus

  • 10 portfolio companies

  • Everything from operate

  • Everything from ESG

  • KYT & KYC for DD included

  • 20hrs of ESG officer support

  • Data collection setup

  • Unlimited platform support

Monthly

Yearly 2 months free

Scout

For funds focused on deal sourcing and basic policy management.

Free

Upgrade anytime

What’s included

  • Deal sourcing

  • Partial access to policy library

Operate

For Article 6 funds that need portfolio management without ESG.

150

150

1,800/year

1,800/year

Everything from scout, plus

  • 10 portfolio companies

  • Due diligence

  • Quarterly data collection

  • Export tearsheets

  • Article 6 pre-disclosure & website disclosure included

ESG

For Article 8, 8+, and 9 funds with SFDR or LP-specific ESG needs.

450

450

5,400/year

5,400/year

Everything from scout, plus

  • 10 portfolio companies

  • ESG Due diligence only

  • SFDR PAI, InvestEurope, custom metrics and export

  • SFDR pre-disclosure, periodic disclosure, website disclosure

  • Full access to policy library for GP and companies

  • 5hrs of ESG officer support

Partner

Everything in Portfolio and ESG, plus outsourced ESG officer hours.

1,050

1,050

12,600/year

12,600/year

Everything from scout, plus

  • 10 portfolio companies

  • Everything from operate

  • Everything from ESG

  • KYT & KYC for DD included

  • 20hrs of ESG officer support

  • Data collection setup

  • Unlimited platform support

*Prices shown are without VAT

We built it because we were on the inside.

We built it because we were on the inside.

Photo of Rhea Colaso

Rhea Colaso

Founder & Fractional ESG Officer

  • ESG Strategy

  • SFDR

  • Due Diligence

  • Data Analytics

  • Fund Admin

Photo of Alok Ojha

Alok Ojha

Co-Founder & Product Design Lead

  • Experience Design

  • Scalable Systems

  • Human Interaction

  • Data-Driven Design

Photo of Arpan Dutta

Arpan Dutta

Co-Founder & CTO

  • Technical Architecture

  • AI Engineering

  • Blockchain

  • FinTech

  • Data Automation

Photo of Natalya Naumova

Natalya Naumova

COO & Fractional CFO

  • Lifecycle Management

  • Fund Operations

  • Quarterly Reporting

  • Valuations

Questions usually asked

Questions usually asked

Can't find what you're looking for? We're always happy to chat.

How long does it take to set up?
Do I need to replace my fund admin?
What happens when my portfolio grows beyond 10 companies?
Is my data secure?
Do my portfolio companies need to create an account?
We already use an ESG tool. Why switch?
What SFDR articles do you support?
Can we add custom KPIs beyond your library?
How long does it take to set up?
Do I need to replace my fund admin?
What happens when my portfolio grows beyond 10 companies?
Is my data secure?
Do my portfolio companies need to create an account?
We already use an ESG tool. Why switch?
What SFDR articles do you support?
Can we add custom KPIs beyond your library?

Early access

Be an early adapter

Be an early adapter

Deal flow. Portfolio. ESG. Reporting. One place. Full picture.