ESG & Impact Reporting Automation
Meet LP ESG requirements with automated impact tracking
What This Automation Does
How It Works
Quarterly ESG Data Request
Triggers on the quarterly schedule to initiate ESG data collection from all portfolio companies.
Survey to Portfolio Companies
Sends structured ESG survey forms to each portfolio company covering environmental, social, and governance metrics.
Aggregate & Score Responses
Collects survey responses, aggregates data at the fund level, and scores against ESG frameworks (SASB, UNPRI, TCFD).
Generate ESG Report
Produces an LP-ready ESG impact report with fund-level scores, portfolio company breakdowns, and trend analysis.
Pricing
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (standalone)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
No payment required — our team will finalize scope and pricing during the call.
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