The Leading Enterprise Sustainability Platform for Private Markets
ESG and Data Collection for private market portfolios. Full ESG and Sustainability platform for PORTCO’s
ESG & Sustainability Business Challenges
Private equity, venture capital, and investment firms need to produce accurate and timely annual ESG & sustainability reports and analytics for their funds, which comes with various challenges.
Inaccurate and Time Consuming Reports
Annual ESG & Sustainability reports, frameworks like GRI, SASB, regulatory reports like SFDR/PAI, SEC, responding to LPs (ILPA), Aggregation for GHG (PCAF)
- Accuracy of ESG & sustainability data is critical for success
- Report production is manual, expensive and error prone
- Aggregation of metrics for funds challenging
Data Collection
Data Collection from PortCos is usually a manual and messy exercise with “Maniac Spreadsheets”
- Metrics for PortCos vary based on industries
- PortCos don’t have tools such has GHG Calculators
- Responses can be empty or wildly inaccurate
Evolving ESG & Sustainability
If you are starting out, first, you must figure out what metrics you must capture across your portfolio
- Questions, surveys, and regulations change each year
- Gathering insights from historical data challenging
- Changes to fund composition cause roll up issues
Assurance
Auditors need to provide assurance on your ESG & sustainability data
- External auditors request for the provenance and audit logs
- Auditors also require evidence for relevant metrics
- For EU taxonomy, specialists curate questions
- Consultants or lawyers review/approve PortCo data
Difficult Portco Experience
Your Portcos’ experience responding to requests:
- No tools to capture GHG Scope 1, 2, and Scope 3 emissions data
- Unable to collect & synthesize data ERP, HR, SCM
- Challenging collecting data from 100s of offices and facilities
- All this is required prior to Investor Survey Reponse
The Solution – Pulsora!
Pulsora™ is the Enterprise Sustainability Platform, purpose-built from the ground up for companies to manage their ESG & sustainability performance.
ONE simple SAAS application for Investor AND Operating Company ESG & sustainability needs
- PULSORA Catalogs for ESG & sustainability metrics
- Standards based – SASB, GRI, CDP, DJSI, SFDR, TCFD etc
- Simply create custom metrics, e.g., waste data
- Supports all your industry and vertical-specific metrics
- Full audit trail for each metric update system or human
- Upload supporting evidence for each metric
- Manage all metrics by periods – months, quarters, or years
Easy ESG data collection from Portcos
- Data Requests for annual, quarterly etc data collection
- Do full collection or for subsets of metrics from your firms
- Internal or external auditors can review all the information
- Review the PortCos response and ask for revisions if needed
- Identify validation errors and help capture high quality data
- 1:1 correlation with the ‘Data Collection’ need & challenge
Portcos empowered with accurate data!
- Each Portco gets its own environment
- Portcos manage own catalogs
- Portcos provide accurate
- Identify where data not available
- Provide explanations and evidence
- Full access to GHG Scope 1, 2, and 3 calculators
- Integrate to back-end systems such as ERP, HR, and SCM
- Workflow across their facilities and departments
- Monitor progress and gain insights using powerful analytics!
Data Destinations with one click!
- Pulsora connects to your fund management systems
- Fund PortCo compositions
- Publish sustainability or regulatory reports
- Create LP reports such ILPA or custom
- SFDR PAI fund reports with a one click
- Performance extracts, Due Diligence extracts – one click!
Powerful and easy analytics
- Powerful insights into your sustainability data Periods, Funds, PortCos, benchmarks … more
- Dynamic embedded dashboard – No Exports!
Goals management
- Set up SMART goals
- Specific, Measurable, Achievable, Relevant, and Time-Bound
- Set and track multi-year Goals linked to specific metrics
- Monitor progress using analytics!