Two consultants discussing sustainability strategy in a sunlit office
FOR ASSET MANAGERS · ADVISORY

Practitioner-led advisory for private capital.

Sustainability advisory shaped around private equity and private credit – turning diligence, analysis and frameworks into a source of capital access and alpha.

What we do

Advisory built for execution.

Our consulting work is built to plug into your investment process. Where helpful, the same engagements feed our Asset & Portfolio Intelligence Platform, so our modules and AI tools improve the quality of insights and sharpen recommendations.

Services

Engagements shaped to private capital.

From a single M&A diligence to a multi-year SFDR build-out, each engagement is scoped to the deal cycle and the data you already have – with proprietary AI tooling to help expand the scope of the analysis.

Diverse private equity team collaborating in a sunlit deal roomConsultant mapping a responsible investment framework on a glass wallSustainability consultant analyzing climate and energy data on a laptop in a sunlit officeHands typing on a laptop surrounded by printed sustainability reports and spreadsheets on a wooden deskWarm sunlit boardroom with investors engaged in conversation
Service · 01

M&A Due Diligence

Consultant-driven ESG and sustainability due diligence across the deal lifecycle – from screening and red-flag reviews to post-close value-creation plans.

Pre-deal screening and red-flag analysis
Full ESG/sustainability due diligence reports
Sector-specific operational and governance risk reviews
Post-close 100-day plans and value-creation roadmaps
Service · 02

Responsible Investment Policy & PRI Alignment

Design and embed Responsible Investment policies that hold up to LP scrutiny – and translate PRI commitments into operating practice across the firm.

RI policy design, drafting and refresh
PRI reporting support and gap analysis
Governance integration across investment committees
ESG integration playbooks for deal teams
Service · 03

Climate Scenario & Portfolio Risk

TCFD-aligned climate scenario analysis and portfolio-level risk mapping – turning physical and transition exposure into board-ready insight.

Transition risk and opportunity mapping
Physical risk modelling across holdings
TCFD / ISSB-aligned scenario narratives
Decarbonisation pathways and SBTi alignment
Service · 04

SFDR & Regulatory Reporting

Stand up the workflows behind SFDR, EDCI and Invest Europe disclosures – from data architecture to the words on the page.

SFDR Article 8 / 9 classification and disclosures
Principal Adverse Impact (PAI) data workflows
EDCI and Invest Europe reporting alignment
Audit-ready reporting narratives
Service · 05

LP & GP Engagement

Sharpen investor communications and engagement frameworks – and train teams to carry the conversation themselves.

LP DDQ response strategy and drafting
Engagement frameworks for portfolio companies
Annual sustainability and impact reporting
Tailored training for investment teams and IR
Next step

Talk to a consultant.