Stewardship

Blend internal engagement logs and policies with public disclosure and voting data to improve efficiency and drive more impactful outcomes.

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 an engagement programme runs on

Engagement prioritisation

Identify which companies and issues deserve your engagement resources by combining portfolio exposure, materiality and misalignment with your responsible investment principles. Our Knowledge Base of 4m financial and sustainability disclosures ranks companies on lagging performance, weak targets and developing controversies, so your team focuses where it can drive the greatest impact.

AI-powered briefing notes

Prepare for every company meeting in minutes rather than days. Blend internal engagement logs and policies with public disclosures, news and voting history to produce briefing notes that set out where a company falls short, what its peers are already doing, and which asks to put on the table.

Engagement tracking and milestones

Set engagement objectives and track company progress against them over time, from new disclosures, news and meeting notes. Every commitment and change in performance is traceable to its source, so you know when to escalate, when to close an engagement, and what it achieved.

Proxy voting research

Analyse AGM resolutions, shareholder proposals and board composition against your voting policy at scale. Trustworthy AI drafts voting recommendations and rationales grounded in company disclosures, which leaves your team more time for the most contentious votes.

Collaborative engagement intelligence

Bring the same intelligence to collective engagement initiatives covering climate, nature, human rights and other themes. Benchmark target companies against initiative criteria, and share consistent, evidence-backed analysis with fellow investors and partners.

Stewardship and client reporting

Turn engagement activity into audit-grade reporting aligned to the UK Stewardship Code, the Shareholder Rights Directive II and client reporting requirements. Engagement outcomes, voting records and case studies are consolidated automatically, with full traceability to source documents and meeting records.

Used by

Private Equity and Credit

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

Investment Management

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

Professional Services

Audit grade, explainable insights personalised to clients’ context and needs for consultancies, auditors and legal advisors.

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Less noise. More materiality.

Bring a company, portfolio or research topic, and see in minutes what moves value and drives impact.