Built for private equity teams managing complex portfolios, reporting requirements and investor expectations.
No more building from scratch. Create bespoke questionnaires aligned to EDCI, SFDR, investor requirements & your own ESG objectives.
From onboarding to action planning, Flotilla engages directly with management teams. Less chasing, more insight.
Track emissions, ESG performance and key metrics in one place. Filter by company, sector, fund, KPI or reporting framework.
Monitor progress in real time, uncover emerging issues and identify opportunities for value creation across your portfolio.
Quickly identify gaps, challenges and opportunities with detailed company-level insights and progress.
From onboarding and implementation through to direct engagement with your portfolio companies, we work alongside your team to collect better data, identify opportunities and help turn ESG insight into practical action. And if you’re moving from an existing provider, our tailored migration process makes switching simple.
Portfolio Manager
A single view of ESG performance across the portfolio, combining customised questionnaires and data collection, financed emissions measurement and analytics.
Portfolio Manager gives investors the top-down view. Our connected ESG solutions help portfolio companies develop sustainability plans and turn ESG objectives into measurable action, supporting both sustainability performance and long-term value creation.
For growing businesses
Long-term ESG management aligned to commercial goals, embedding sustainability as a driver of performance and value.
For compliance-driven businesses
A fast, credible starting point, designed to establish your baseline and meet stakeholder and regulatory requirements.
| Features | ESG Foundations for Portfolio Companies | ESG Manager for Portfolio Companies | Portfolio Manager for PE and Asset Managers |
|---|---|---|---|
| Scope 1, 2, 3 measurement | |||
| Carbon reduction plans | |||
| Net zero report | |||
| LP / Investor reporting | |||
| Custom questionnaires | |||
| Framework filtering (EDCI, SFDR etc) | |||
| Portfolio wide visibility | |||
| Direct portfolio company engagement | |||
| Dedicated ESG advisor | |||
| Stakeholder engagement measurement | |||
| Data Accuracy Score | Emissions dashboard | KPI & analytics, emissions comparison, surveys | KPI & analytics, emissions comparison, surveys |
| Action library | Simplified library, project planning | Full action library, custom actions, project planning | Full action library, custom actions, project planning |
100% of portfolio onboarded in under 2 months
Portfolio-wide visibility replacing fragmented reporting
Spot risks and data gaps early
Filter data by scope, regulation, and priority seamlessly
Investor-ready reports in a single click
Pre-built framework assessments & custom questionnaires
With portfolio-wide ESG and carbon data now captured in one place, Palatine has real-time visibility across its investments, helping streamline reporting, reduce the burden on portfolio companies and shift focus towards value creation.
Key outcomes
The Flotilla platform and advisory model adapts to your needs. Start at fund level or company level, scale across the portfolio and bring everything together through one connected ESG ecosystem.
Yes. Beyond compliance reporting, Flotilla supports ESG as a value creation lever, helping PE firms embed ESG improvement targets into portfolio company 100-day plans, track progress against those targets, and demonstrate ESG-linked value uplift at exit. This is particularly relevant for funds positioning ESG performance as part of their investment thesis.
We take the hassle out of data collection. Through our AI-backed platform, we invite portfolio companies to submit their Scope 1, 2 and 3 emissions data directly. The platform then automatically calculates emissions and uses smart anomaly detection to flag any unusual results or data gaps.
Yes. Our platform includes both pre-built and fully customisable questionnaires, allowing you to assess your portfolio against major frameworks including EDCI, SFDR and more.
Absolutely. Our intuitive scoring system allows you to assign different weightings to assessment areas based on your ESG priorities, investment strategy and reporting requirements.
Yes. Build your own questionnaires or use our pre-built templates, then tailor scoring and weightings to match your ESG priorities. This gives you a portfolio view that’s aligned to your reporting requirements and investment objectives.
Yes. View ESG performance across your entire portfolio in one place. Compare companies, identify leaders and laggards, monitor progress over time and quickly spot areas that need attention.
Experience our market-leading reporting platform in action and receive a free initial carbon assessment with our experts. Just have a question? We’re happy to help.
