Carbon, ESGand governanceon one set of books.
Collect it once from every company you back. Compute it the way your regulator asks. Publish the report you'd put in front of a board.
Tailor-made datasets scoped by sector and NACE code, bilingual question by question.
Multi-site, your own emission factors, three methodologies over the same data.
A document checklist per KPI, validated on upload, scored by dimension.
Three reporting obligations.Three separate messes.
The carbon assessment lives with a consultant. The ESG questionnaire went out as a spreadsheet. The governance evidence is in a shared drive nobody has opened since the last audit.
Each obligation has its own tool, its own owner and its own version of the same company. Nothing reconciles because nothing shares a definition.
One entity tree. GP, fund, company — every module reads the same structure and the same revenue, headcount and NACE code.
By the time the consolidation is built, it describes a portfolio that has already changed. Last year's file cannot be rerun this year.
Campaigns, not files. A reporting period you reopen, extend and compare — year on year, on the same indicator keys.
An LP asks how a number was produced. Six weeks of email later, nobody can point at the answer it came from.
Every figure traces back. To the company, the question, the respondent and the document that evidenced it.
One campaign,start to signed-off report.
A campaign has a start date, an end date and a deadline — usually one per fiscal year, across all three pillars at once.
Scope all three at once
The dataset, the carbon perimeter and the governance checklist are set in one conversation, so a company is asked for everything once rather than three times across the year. This is the advisory half of the work, and it is included.
One workspace per company
A company opens one place and finds its questionnaire, its sites and its document checklist waiting in it. Finance, HR, operations and whoever reads the meters each take their own part, in their own language.
One view of who is behind
Completion, red flags and missing evidence on a single screen across all three pillars — so the chase is the three companies that are late, not all twenty-two, and the advisory team runs it with you.
One close, five outputs
PAI statement, consolidation workbook, EDCI export, carbon report and the board PDF — all from the same answers, all reproducible next year against the same indicator keys.
Ask once.Answer everyone.
One questionnaire, scoped to the fund, feeding every destination that asks — the PAI statement, the EDCI submission, the LP consolidation and the board report. Nothing gets re-keyed.
Questionnaires
Datasets built for the fund, not picked from a dropdown. Indicators scoped by NACE code, phrased in both languages, sent to portfolio companies by invitation with per-question ownership.
France Invest 2023ISO 37001Custom datasetsNACE scopingPortfolio dashboard
Live completion and red flags by company, fund and GP. Compare against the benchmark, then export the indicators you choose to a consolidation workbook.
ConsolidationBenchmarksRed flagsXLSXSFDR PAI statement
Annex I, Table 1 computed from the answers already collected plus the financial data for the period — financed emissions and weighted averages included. Add explanations and actions, then publish.
Annex I Table 1Financed emissionsEDCI exportOne answer, every destination
| Indicator collected once | SFDR PAI | EDCI | Board report |
|---|---|---|---|
| Scope 1 emissions (tCO₂e) | PAI 1 | Core metric | Carbon page |
| Women on the board (%) | PAI 13 | Core metric | Governance page |
| Renewable energy (% of total) | PAI 5 — recomputed | Core metric | Energy page |
| Work-related injuries | — | Core metric | Social page |
| Anti-corruption policy | Table 3 opt-in | — | Governance page |
PAI 5 is the only row that needs recomputing — EDCI asks for renewable share, SFDR asks for the non-renewable share of consumption and production.
Measure it once,prove it three ways.
A full carbon module, not a Scope 1+2 number with a leaf next to it. Multi-site perimeters, your own emission factor library, and three interchangeable accounting standards over the same activity data.
Footprint accounting
Bilan Carbone–style accounting across Scopes 1, 2 and 3. Multi-site perimeters, your own emission factor library, activity data entered by the people who actually hold it.
Scopes 1/2/3Multi-siteEmission factorsCoverage trackingTrajectory & action plan
Year-on-year comparison, intensity per M€ and per FTE, and a reduction plan where each action carries an owner, a cost and an abatement estimate.
YoYIntensityAbatementBoard PDFOne set of activity data.
Activity data is collected gross — litres, kilometres, kilowatt-hours, euros spent. The accounting standard is a lens applied at computation, not a choice you are locked into. Try it.
Same activity data. A €6.5m production line is spread across its eight-year payback, so 1 310 tCO₂e land this year instead of 10 480.
Claims are cheap.Evidence is not.
A document checklist per governance KPI. Each upload is validated as it arrives, scores roll up by dimension, and the portfolio view ranks every company by risk rather than by assertion.
Evidence behind one dimension
- Board charterVerifiedHigh
- Conflict-of-interest registerVerifiedHigh
- Anti-corruption policyVerifiedMedium
- Whistleblower procedureAwaiting uploadHigh
- Board minutes, last 12 monthsRejected — wrong periodMedium
Scores move only when a document is verified, so a dimension cannot be talked up.
Assessment
A document checklist per governance KPI. Each upload is validated as it arrives, scores roll up by dimension, and the portfolio view ranks every company by risk.
Document evidenceRisk scoreAlertsWhatever you get asked for,next year as well.
Standards are inputs here, not products. When an LP asks for EDCI in March, or your first company falls into a CSRD wave, that is a scoping change on a dataset you already run — not a second tool, not a second implementation, and not a second time your companies answer the same question.
- SFDR
- CSRD / ESRS
- France Invest
- Invest Europe
- EDCI
- ISO 37001
- Bilan Carbone
- GHG Protocol
- ISO 14064
Each collected on its published definitions — so an answer given once satisfies every standard that asks for it, rather than being re-stated per disclosure.
Most of what we run is fund-specific: a recognised standard as the base, scoped by sector and NACE code, plus the handful of indicators your thesis actually acts on.
How we build oneWhat actually landson the board table.
Everything the platform collects resolves into one designed document. Not an export, not a dashboard screenshot — a report you can put in front of an investment committee or an LP without touching it.
Annual ESG Report
Fund II
Financial year 2025
- Prepared for
- Limited partners and the investment committee
- Scope
- 22 portfolio companies · 3 pillars
Emissions by dimension
Fund IITotal footprint
12 480tCO₂e
Coverage: 18 of 22 companies reported. Four estimated from sector intensity and flagged in the appendix.
A representative page. Reports run 30–60 pages depending on portfolio size.
Why fundsmove to us.
Advisory and software, not software with a support tier.
We are an ESG advisory and fund placement firm that built its own platform. The people who configure your dataset and set your carbon perimeter are the people who know what your LPs will ask for next year.
Most platforms hand you a login and a help centre. That works if you already know what to collect.
Carbon is a full product, not a checkbox.
Multi-site perimeters, a versioned emission factor library, three interchangeable standards over the same activity data, capital goods depreciation, intensity metrics, and a reduction plan each action is owned in.
Most ESG platforms compute one Scope 1+2 number and call it a carbon module.
The report is the product.
Everything the platform collects resolves into one designed document you can put in front of an investment committee or an LP without touching it.
Most platforms stop at a dashboard and call the export a report. A dashboard is for you; the report is what the year's work gets judged on.
Datasets, guidesand field notes.
Everything we know about the regulation, in one place. No form, no gate — if it is useful, it is readable.
Or built for your business model.
The standards below are where we start, not what we deliver. Yours is scoped to your sectors and NACE codes.
How we build oneDatasetInvest Europe — GP
What the manager itself reports: policy, governance and the firm's own footprint.
DatasetReferenceDatasetInvest Europe — fund
The fund-level Invest Europe questions, answered once per vehicle rather than per company.
DatasetReferenceDatasetInvest Europe — portfolio company
The Invest Europe ESG questionnaire as answered by a portfolio company, the European counterpart to the France Invest set.
DatasetReferenceDatasetEDCI
The EDCI core metric set as collected from portfolio companies, ready for the annual submission.
DatasetReferenceDatasetSFDR
The company-level inputs behind the SFDR Principal Adverse Impact statement, tagged to the Annex I indicators they feed.
DatasetReferenceBring us your nextreporting season.
Thirty minutes, your actual portfolio, and a specimen report built from a dataset that looks like yours. If the fit is wrong, we'll say so.