For Private Equity Firms
We understand the challenges of capturing ESG data from your investments.
At Treety, we offer Private Equity firms a robust, AI-enhanced solution to streamline ESG reporting and sustainability management. Our platform provides comprehensive tools to request, track and analyze the environmental and social impact data of your portfolio companies. With detailed insights and customizable dashboards, you can ensure compliance with regulatory standards like SFDR, SDR, IFRS, and CSRD for your PE funds and demonstrate your commitment to sustainable investing. Treety helps you enhance value creation and streamline your impact data to simplify your annual reporting cycles.
Automate data collection flows for each investment.
Assess ESG data quality and fill in the gaps.
Support Scope 1,2,3 emissions calculations.
Comply with regulatory obligations & reporting.
How does it work?
You are three steps away from resolving your impact & ESG data challenges
Step 1 - Set Up Your Instance
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We update all of your operational and financial information on your personal Treety dashboard.
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Based on your compliance and ESG needs, we set up all the frameworks for you. This includes the metrics and templates you need to complete internally or send out to your portfolio companies.
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We set up all your ESG historical data through a CSV file, API connection, or other bulk upload feature of your choice.
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See the status of your ESG reporting across all your funds and portfolio companies, with completion scores for each fund per framework per reporting period.
Step 2 - Monitor Your ESG Performance
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Send out data requests for each underlying asset. You can resend or revoke requests and send automated reminders for unfulfilled requests.
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You can pre-fill data gaps with values from time-based interpolations and enter projections & targets for any metric.
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Confirm or reject all reported metrics from underlying assets and respond to comments directly from your request module. Our A.I assistant
can flag potentially inaccurate values. -
Showcase all reported values on pre-defined visuals in dashboards. We flag when any reported value has crossed pre-defined thresholds or boundaries as per the ESG policy of each fund.
Step 3 - Generate Your Reports
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Generate your reports with existing values in the system for a specific fund & reporting period. You can add
qualitative information & long text inputs for fund-level policies. -
Edit any component of a framework, request template or report template. You can also create your own framework from scratch and customize your dashboards to your evolving ESG reporting needs.
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Edit any portfolio-level information such as adding/removing assets, updating metrics to monitor or policies to track at the fund level.
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We know that ESG and impact reporting is an iterative process. Treety alleviates the manual work and helps you improve on your ESG monitoring and reporting process with every cycle!
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