
How We Work With Investors
ESG Solutions for Private Equity and Venture Capital.
Private Equity, Venture Capital and investment firms can’t ignore the evidence: integrate ESG effectively or fall behind.
Without strong sustainability performance across your portfolio companies, you risk facing: sales barriers, talent acquisition challenges, and under-valued, unsatisfactory exits. Your own investors demand transparency and comparable ESG information.
In simple terms, it's a prerequisite for growth.
You need a coherent ESG plan for both your firm and portfolio companies. This ensures credible communication, confident decision-making, and competitive positioning in today's finance sector.
Regulatory pressure compounds this urgency. The regulatory landscape has intensified since 2024. Greenwashing risks are substantial and potentially damaging. And this pressure is only going to increase.
Your current position likely includes some ESG elements but may lack formalisation and consistency throughout the investment cycle. Despite having principles and considering ESG factors, communication gaps remain.
You want comprehensive reporting on firm and portfolio performance but may lack the data collection systems and clarity on which metrics matter most.
Your team possesses the knowledge but lacks capacity, their time delivers more value building portfolio companies than formalising sustainability approaches.
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Results delivered: A comprehensive, action-oriented framework that enhances decision-making and portfolio management.
We create the structured framework that defines your ESG approach across the entire investment cycle. Your framework identifies material ESG topics, sets portfolio company expectations, and establishes reporting requirements.
Our process includes:
Assessment of current ESG integration in your investment process with market insights to inform future ambitions
Development of a comprehensive Responsible Investment Policy covering approach, investment process integration, portfolio support mechanisms, and governance structures
Materiality Assessment to identify ESG factors most relevant to your firm
Translation of policy into an actionable framework specifying portfolio company expectations at each investment stage and required reporting data
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Results delivered: Risk identification, value creation opportunities, and alignment with your responsible investment framework.
We conduct thorough ESG assessments of potential investments based on your specific materiality priorities. This creates a consistent evaluation process that identifies both risks and opportunities.
Our process includes:
Identification of critical information requirements and questions to evaluate investment targets against your ESG criteria
Independent review of submitted data providing objective assessment of performance on material ESG factors
Clear flagging of concerns against your established responsible Investment Policy principles
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Results delivered: Portfolio-wide value enhancement through strategic ESG implementation and capability building.
We help your portfolio companies develop the ESG approaches needed to meet your targets and maximise exit value. Our support adapts to individual portfolio circumstances.
At portfolio-wide level, we deliver:
Training programmes building in-house sustainability capability
Tools for Double Materiality assessment and ESG strategy development
Workshops on specific implementation areas including materiality assessment and credible sustainability communication
At individual portfolio company level, we provide:
Strategic ESG plan development focused on value creation and future investor expectations
Cost-effective outsourced sustainability expertise for specific questions from greenwashing prevention to regulatory implications
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Results delivered: Credible, impactful portfolio reporting that meets stakeholder expectations and demonstrates genuine progress.
We transform your ESG data into reporting that satisfies stakeholder requirements while avoiding greenwashing risks.
Our process includes:
Reporting templates aligned with stakeholder expectations and appropriate sustainability frameworks
Support collecting and organising portfolio company data demonstrating progress against objectives
Independent review ensuring credible claims and eliminating greenwashing vulnerabilities
Transform your ESG approach from compliance burden to value driver.