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AUTOMATE ESG – STREAMLINE YOUR DATA

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

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ESG_Data_Management_Reporting_PE_VC
ESG_Reporting_VC_PE_Tool

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

ESG_Data_Collection_VC_PE_Software

Data Collection

Send out data collection requests with auto-reminder notifications

ESG_Data_Analysis_PE_VC_Tool

Trends Analysis

Analyze trends through visualizations, insights and scorecards

ESG_Materiality_mapping_PE_ VC_Tool

Materiality Mapping

Industry-specific indicators based on the most material issues

Carbon_Accounting_Tool

Carbon Calculations

Simplified tools to help measure greenhouse gas (carbon) emissions

Industry_Benchmarking_Tool

Industry Benchmarking

Compare specific indicators to industry datasets to assess performance

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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 (PE) and venture capital (VC) firms, pension funds, development finance institutions (DFIs), banks and more. Contact us today to learn more about our customer references.

StepStone_ESG_Automation_Tool_PE
Kindred_Credit_union_ESG_Automation_Software
JobVite_company_ESG_Automation_Saas
Sarona_Asset_Management_ESG_Automation_Solution
Emburse_Audit_ESG_Consulting
K1_investment_management_ESG_Consulting
TeamDynamix_Portfolio_ESG_Advisory
Axcient_Business_ESG_Advisory
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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 :
SDGs_Reporting_
IRIS+_Impact_investing_Software
GRI_Reporting
UNPRI_Reporting_Software_PRI_Reporting_Software
GIIN_Impact_investing_Software
TCFD_Reporting_Tool_Solution_Software
ILPA_EDCI_Reporting_Software_Tool
Automated & holistic due diligence across frameworks that include, but are not limited to :

Everything You Need To Satisfy
Compliance & Reporting Requirements

Our GP customers have been rated top 10% of ESG performers by LPs

Everything You Need To
Satisfy Compliance & 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

Reporting

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

Download Sample Report
Download Sample Report

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

Jessie Chen,

Jessie Chen,

Senior Market Analyst

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

Cloud-based technology tools
& 24/7 technical support

SaaS + Client
Success

Pure Saas plan & Quarterly
Reporting Support

SaaS + Advisory +
Client Success

Pure SaaS plan, Client Success & Strategic Advisory Services

  • Pure SaaS plan & 24/7 technical support
  • Client Success support for  Quarterly Reporting
  • Advisory Services to support your ESG strategy and reporting
Get in Touch

Platform Packages

A variety of options to suit your needs

Pure SaaS
Plan

Cloud-based technology tools & 24/7 technical support

SaaS + Client
Success

Pure Saas plan & Quarterly
Reporting Support

SaaS + Advisory +
Client Success

SaaS, Strategic Advisory &
Client Success Services

Get in Touch
Best_ESG_Advisory_Firm_

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.

Learn More
Learn More

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

Invest_canada_2022_Best_ESG_Tool
Velocity_Impact_Investor
Best_TCFD_Reporting_Software
Sustainability_Private_capital_markets_talk
REFINITIV_Financial_risk_reporting_Tool
Kindred_Credit_union
CAFID_Impact_investing_ESGTree
Velocity_Impact_Investor
TCFD_Reporting_Tool_Solution_Software
REFINITIV_Financial_risk_reporting_Tool

Adam Pries

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 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 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. Can you facilitate reporting to multiple investors and multiple standards? 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

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!

Adam Pries

Sarona Asset Management

 

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

ESGTree Thought Leadership
Private Market Investors Push for Diversity, Equity and Inclusion (DEI)
Investor demand for meaningful ESG policies and genuine transparency is undeniable. Coupled...
Read More
The Regulatory Rise of TCFD Reporting 
The United Kingdom now mandates TCFD-aligned reporting requirements for the private sector....
Read More
A Brief Guide to SFDR Reporting and Compliance
When the European Union’s Sustainable Finance Disclosure Regulation (SFDR) came into force...
Read More
What We’ve Learned Automating the ESG Data Convergence Initiative (EDCI) for Clients
Last year, private equity firm the Carlyle Group and pension fund the California Public Employees...
Read More
ILPA : An Overview and Why it Matters
Investor demand for meaningful ESG policies and genuine transparency is undeniable. Coupled...
Read More
Carbon Accounting 2022 and Beyond
In February of this year, private equity multinational The Carlyle Group publicly committed...
Read More
Three Things We’ve Learned Working with Impact Investors on ESG Reporting
By market size alone, impact investing might be far smaller than ESG investing, but its unique...
Read More
Who Should the Economy Really Serve?
The rallying cry of the American Revolution – no taxation without representation – is today...
Read More
ESG Is Here to Stay!
By 2025, ESG assets are estimated to exceed USD$50 trillion. In other words, one third of assets...
Read More
Why Should Private Equity and Venture Capital Care About ESG?
The rallying cry of the American Revolution – no taxation without representation – is today...
Read More
Private Market Investors Push for Diversity, Equity and Inclusion (DEI)
Investor demand for meaningful ESG policies and genuine transparency is undeniable. Coupled with oncoming regulation, it is a demand the private equity industry must satisfy in order to flourish...
Read More
The Regulatory Rise of TCFD Reporting 
The United Kingdom now mandates TCFD-aligned reporting requirements for the private sector. The United States Securities and Exchange Commission (SEC) has proposed requiring publicly traded US...
Read More
A Brief Guide to SFDR Reporting and Compliance
When the European Union’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, it signalled to the world that the EU was ready to take a global lead on ESG reporting...
Read More
What We’ve Learned Automating the ESG Data Convergence Initiative (EDCI) for Clients
Last year, private equity firm the Carlyle Group and pension fund the California Public Employees Retirement System (CalPERS) announced what could become a game changer for the private equity...
Read More
ILPA : An Overview and Why it Matters
Investor demand for meaningful ESG policies and genuine transparency is undeniable. Coupled with oncoming regulation, it is a demand the private equity industry must satisfy in order to flourish...
Read More
Carbon Accounting 2022 and Beyond
In February of this year, private equity multinational The Carlyle Group publicly committed to hitting net zero greenhouse gas emissions by 2050 across its entire portfolio. The commitment makes...
Read More
Three Things We’ve Learned Working with Impact Investors on ESG Reporting
By market size alone, impact investing might be far smaller than ESG investing, but its unique profile makes it a critical part of sustainable finance. Its obligation to actively “do good” and...
Read More
Who Should the Economy Really Serve?
The rallying cry of the American Revolution – no taxation without representation – is today taken as self-evident but deserves a re-examination in light of the climate crisis and sustainable...
Read More
ESG Is Here to Stay!
By 2025, ESG assets are estimated to exceed USD$50 trillion. In other words, one third of assets under management (AUM) will be classified as ESG assets in the next three years.Some recent developments...
Read More
Why Should Private Equity and Venture Capital Care About ESG?
The rallying cry of the American Revolution – no taxation without representation – is today taken as self-evident but deserves a re-examination in light of the climate crisis and sustainable...
Read More
Read More
Read More

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

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Contact Us

Email

info@esgtree.com

Office Address

ESGTree, Kindred Centre for Peace Advancement, 140 Westmount Rd N, Waterloo, ON N2L 3G6, Canada