Portfolio Company ESG Data Collection demo
Collects, checks and benchmarks ESG data from private portfolio companies each year for GPs 1:29
What the demo shows
Collects, checks and benchmarks ESG data from private portfolio companies each year for GPs
A clean home shows four numbers and each person's next step. The signature grid puts portfolio companies down the side and the metrics across the top: blue cells prefilled by agents, green confirmed by the company, gray missing, red outliers. Seven agents do the work. The Campaign agent scopes each fund's campaign; the Prefill agent fills each metric from documents the company already shared, in their own language, and cites the page; the Carbon agent recomputes Scope 1 and 2 from activity data; the Follow-up agent sends confirm-or-correct forms and chases in each company's language; the Outlier agent compares every value with last year and peers, finds the likely cause and routes it; the Benchmark agent places companies and funds against peers; the Reporting agent drafts LP and regulatory outputs from approved data only. The company confirms, the deal team explains, an analyst prepares each fund's dataset and the ESG lead approves it before any LP sees it.
Transcript
- Portfolio Company ESG Data Collection gathers private companies' yearly ESG data for a GP.
- 9,000 companies now report these metrics, and chasing them can take 12 weeks.
- Blue cells were pre-filled by agents from each company's own documents.
- Cited, green ones are confirmed.
- Companies only confirm or correct in their language, the Follow-up agent chases.
- The Outlier agent flags Fenix.
- up 340 percent. Kilowatt hours entered as megawatt hours.
- It proposes the fix with the bill cited.
- The deal team confirms the cost.
- Fenix CFO confirms the corrected value in her own form and signs.
- Then the ESG lead approves the fund's data set before any LP sees it.
- Every value cited, every decision signed with a reason, every step logged.
- The aim, four and five pre-filled, funds closed in days, no outlier unexplained.
- Build on Botminds, agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.