Welcome to ESGTree

AUTOMATE ESG – STREAMLINE YOUR DATA

Accelerate ESG reporting for investors, while creating value for  portfolio companies

Our cloud-based platform allows you to Collect, Analyze and Report ESG data from your portfolio with a few clicks of a button

Data Collection

Send out data collection requests with auto-reminder notifications

Trends Analysis

Analyze trends through visualizations, insights and scorecards

Materiality Mapping

Industry-specific indicators based on the most material issues

Carbon Calculations

Simplified tools to help measure greenhouse gas (carbon) emissions

Industry Benchmarking

Compare specific indicators to industry datasets to assess performance

Highlights Reporting

Send highlights of your portfolio’s ESG performance through email

Our cloud-based platform allows you to Collect, Analyze and Report ESG data from your portfolio with a few clicks of a button

Data Collection
Send out data collection requests with auto-reminder notifications
Materiality Mapping
Industry-specific indicators based on the most material issues
Trends Analysis
Analyze trends through visualizations, insights and scorecards
Highlights Reporting
Send highlights of your portfolio’s ESG performance through email
Carbon Calculations
Simplified tools to help measure greenhouse gas (carbon) emissions
Industry Benchmarking
Compare specific indicators to industry datasets to assess performance

Our Clients

We work with a range of financial institutions such as impact investors, private equity and venture capital firms, pension funds, development finance institutions (DFIs), banks and more. Contact us today to learn more about our customer references.

Our Product

Designed to cater to the growing ESG needs of private investors. Tailored by industry experts to manage large spreads of data, enable in-depth analytics, and meaningful insights for reporting.

Frameworks & Standards

Automated & holistic due diligence across frameworks that include, but are not limited to :

Everything You Need To
Satisfy Compliance and Reporting Requirements

Our GP customers have been rated top 10% of ESG performers by LPs
Everything You Need To Satisfy Compliance and  Reporting Requirements
Our GP customers have been rated top 10% of ESG
performers
by LPs

A One Stop Solution

Advisory

We help develop and manage your ESG policies and strategy

Automation

Set up and streamline your data across hundreds of portfolio companies 

Reporting

View trends, insights and analysis for reporting back to investors and clients

Jessie Chen,

Senior Market Analyst

ESGTree streamlines our ESG reporting to our investors. Most notably, the Carbon Calculator feature. Kudos to the ESGTree team for providing such a seamless user expreience.

Platform Packages

A variety of options to suit your needs

Pure SaaS Plan

  • Get access to all our cloud-based technology tools including data collection, visualizations, scorecards, and analysis
  • 24/7 technical support
  • Get access to all the technology tools in the Pure SaaS plan
  • 24/7 technical support
  • Client Success support for Quarterly Reporting
  • Pure SaaS plan & 24/7 technical support
  • Client Success support for  Quarterly Reporting
  • Advisory Services to support your ESG strategy and reporting

SaaS + Client Success

SaaS + Client + Advisory

Platform Packages

A variety of options to suit your needs

Pure SaaS Plan

Get access to all our cloud-based technology tools including data collection, visualizations, scorecards, and analysis

24/7 technical support

Pure SaaS plan & 24/7 technical support

Client Success support for Quarterly Reporting

Advisory Services to support your ESG strategy and reporting

Get access to all the technology tools in the Pure SaaS plan

24/7 technical support

Client Success support for Quarterly Reporting

SaaS + Client Success

SaaS + Client + Advisory

Who’s Behind ESGTree?

ESGTree is led by a team that has been involved in the ESG, impact and sustainability space for over 10 years, across five continents.

With former heads & founding board members of impact investing at multiple organizations and forums, We have led global ESG efforts for countless private & public entities. Our team holds deep domain knowledge to cater to all your ESG requirements.

Proven Satisfaction
and Results

In the last two years we’ve grown to over 200 portfolio companies in our system. Our private equity clients have over $200B in assets under management.

Our Executive team has been featured in a number of news and media reports and participated in numerous select conferences and expert panels.

PARTNERSHIPS & ASSOCIATIONS

Adam Pries

Marketing & Communications
at Sarona Asset Management

Our experience working with ESGTree has been great. They have all the things needed for great client care and satisfaction. ESGTree is knocking it out of the ballpark!

Frequently Asked Questions

Slide Collecting, aggregating, and reporting ESG data is painstakingly inefficient for private capital investors. Multiple Excel sheets need to be passed around and this causes a lot of confusion and frustration for investment firms. ESGTree solves the problem of standardization, automation, and streamlining by using the power of the cloud. The difference with ESGTree is that the management team is made up of sustainability experts working alongside technology professionals. We have been working on ESG and sustainability services collectively for almost 20 years and can provide end-to-end advisory services to match our advanced technology. Are you just a tech platform? What problem is ESGTree is solving?
Slide ESGTree aligns with all the major standards including SASB, GRI, TCFD, SFDR, IRIS+, SDGs etc. We set up your system to cater to all your investors and all the standards you need. Just send us your investor due diligence checklists and questionnaires, and our experts will figure out the best way to organize them in the system. ESGTree begins with consultations and demos of our platform so you can become comfortable with how easy the technology is to use. When you agree to move forward the system is set up in a way that your portfolio companies are easily invited to join the system and submit data. As companies submit data, scorecards are automatically generated, visualizations and benchmark analysis happens in the system and your Client Success Lead helps with generating reports. How does all this work? Can you facilitate reporting to multiple investors and multiple standards?

Frequently Asked Questions

Slide Collecting, aggregating, and reporting ESG data is painstakingly inefficient for private capital investors. Multiple Excel sheets need to be passed around and this causes a lot of confusion and frustration for investment firms. ESGTree solves the problem of standardization, automation, and streamlining by using the power of the cloud. What problem is ESGTree is solving?
Slide ESGTree aligns with all the major standards including SASB, GRI, TCFD, SFDR, IRIS+, SDGs etc. We set up your system to cater to all your investors and all the standards you need. Just send us your investor due diligence checklists and questionnaires, and our experts will figure out the best way to organize them in the system. Can you facilitate reporting to multiple investors and multiple standards? Slide The difference with ESGTree is that the management team is made up of sustainability experts working alongside technology professionals. We have been working on ESG and sustainability services collectively for almost 20 years and can provide end-to-end advisory services to match our advanced technology Are you just a tech platform? Slide ESGTree begins with consultations and demos of our platform so you can become comfortable with how easy the technology is to use. When you agree to move forward the system is set up in a way that your portfolio companies are easily invited to join the system and submit data. As companies submit data, scorecards are automatically generated, visualizations and benchmark analysis happens in the system and your Client Success Lead helps in generating reports. How does all this work?

Adam Pries

Marketing & Communications
at Sarona Asset Management

Our experience working with ESGTree has been great. They have all the things needed for great client care and satisfaction. ESGTree is knocking it out of the ballpark!

ESGTree Thought Leadership

Software-as-a-Service Packages

An ESG platform that gives you an end-to-end solution for ESG reporting.

Free 30-minute consultation and demo

Find out which standards and frameworks work for you

No pressure to subscribe

Contact Us

Email

info@esgtree.com

Office Address

200 University Ave. Waterloo,
ON N2L 3G1 Canada