What we do

Seven areas of hands-on support.

We combine private markets experience, ESG expertise and hands-on execution across transactions, portfolio monitoring, investor reporting, risk management and value creation.

ESG Due Diligence & Transaction Support

We support investors and companies in identifying material ESG risks, opportunities and value creation levers during transactions.

Typical support includes

ESG red-flag assessments
Buy-side and sell-side ESG due diligence support
ESG input for investment recommendations
Management interviews and document reviews
Sector-specific ESG risk and opportunity analysis
Post-closing action plans and ownership priorities

Portfolio Monitoring & ESG Data

We help investors and companies build efficient ESG data collection and monitoring processes across portfolios, business units or individual companies.

Typical support includes

ESG KPI definition
Portfolio questionnaires and data templates
ESG data collection processes
Data validation and quality checks
Portfolio dashboards and management summaries
Year-on-year tracking and performance analysis

Reporting, LP & Investor Communication

We support clients with sustainability reporting, LP questionnaires, investor requests and ESG-related communication.

Typical support includes

Annual ESG and sustainability reports
LP questionnaires and DDQs
Investor communication materials
Responsible investment content
ESG sections for fundraising materials
Portfolio and fund-level ESG summaries

Sustainability Strategy & Value Creation

We help investors and companies translate sustainability topics into clear priorities, practical roadmaps and measurable initiatives.

Typical support includes

ESG and sustainability strategy
Materiality and priority setting
Value creation roadmaps
Decarbonisation priorities
Diversity, inclusion and employee-related initiatives
Customer, supply chain and market expectation analysis

Risk Management & Governance

We support clients in integrating ESG considerations into governance structures, risk management and decision-making processes.

Typical support includes

ESG governance structures
Policies and internal responsibilities
Risk management integration
Escalation and reporting processes
Board and management-level ESG input
Practical guidance for investment and management teams

Responsible Investment & Fund-Level ESG

We advise investment firms on responsible investment processes, fund-level ESG frameworks and sustainability-related investor expectations.

Typical support includes

Responsible investment policies
Fund-level ESG frameworks
ESG integration in investment workflows
PRI-related support
SFDR-oriented and international investor expectation support
Investment team guidance and internal playbooks

ESG Tools, Systems & Technology

We support clients in selecting, implementing and improving ESG tools, reporting systems and data processes.

Typical support includes

ESG tool selection
Data process design
Questionnaire and workflow setup
Dashboard structure and reporting outputs
Tool implementation support
Improvement of existing ESG data processes

Contact

Let’s start a conversation

Whether you are preparing for a transaction, improving portfolio monitoring, responding to investor requests or building a more structured sustainability approach, we would be happy to speak.