Reporting

Collate the datapoints for key disclosure frameworks, aggregate and summarise portfolio and supply chain performance, and leverage AI to prepare first drafts of the explanatory narrative and context.

Transformative AI-powered sustainability & corporate performance analytics

Fast

Corporate performance assessments in hours instead of days enabling unprecedented depth & scale

Low-Cost

Save up to 75% on data vendor and professional services costs via our licence free commercial model

Customisable

Integrate & adapt existing industry frameworks or bring your own for unprecedented customisation potential

What you can report against

LP and portfolio company reporting

Collect portfolio company data through AI-assisted questionnaires and document uploads, then report against frameworks such as EDCI, ESG IDP, Invest Europe and bespoke LP templates. Responses are harmonised automatically and exported as audit-grade, fully traceable spreadsheets and reports, so reporting season takes hours rather than weeks.

Regulatory and client reporting for investment managers

Produce SFDR principal adverse impact statements, periodic product disclosures, TCFD and ISSB entity reports, and tailored client reports from a single source of truth. Our Knowledge Base of 4m financial and sustainability disclosures fills data gaps with reported figures rather than estimates, so your reports hold up to client and regulator scrutiny.

Corporate sustainability reporting

Prepare disclosures aligned to CSRD and ESRS, ISSB, TNFD and other frameworks, from the double materiality assessment through to the final report. Consolidate complex structured and unstructured data from across the business, and benchmark your draft against peer disclosures before you publish.

Report preparation for advisory teams

AI-native workflows for consultancies, auditors and legal advisors to deliver reporting engagements across more clients without adding headcount. Run gap analyses against the relevant standards, draft framework-aligned content grounded in client documents, and hand over deliverables where every statement links back to its source.

Data collection and consolidation

Bring questionnaire responses, internal documents, public disclosures and third-party data together in one place. Trustworthy AI extracts and harmonises metrics across reporting standards, so the same datapoint can serve your LP report, regulatory filing and client deck without being collected twice.

Review, reconciliation and assurance readiness

Identify reporting gaps, overstatements and inconsistencies before your auditor, rater or regulator does. Every figure and claim carries a full audit trail back to source documents, which reduces greenwashing risk and makes external assurance faster and cheaper.

Used by

Corporates

Competitor benchmarking, supply chain due diligence and AI-powered sustainability reporting.

Investment Management

AI-native workflows for adopting industry standards and implementing your methodology.

Private Equity and Credit

Sustainable Value Creation, benchmarking, portco monitoring and LP reporting has never been easier.

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