Portfolio Manager
ESG intelligence built for portfolio value creation.
Move beyond compliance reporting to active portfolio engagement and value creation.
Gain a live view of ESG performance across every portfolio company from a single dashboard. Track reporting progress, emissions, KPIs and key sustainability metrics, compare performance across your portfolio and quickly identify where support is needed, giving you greater visibility and control without relying on disconnected spreadsheets.
Create tailored questionnaires for different portfolio companies, ensuring every business is asked only for the information that’s relevant to them. Improve data quality, increase response rates and reduce the reporting burden on management teams, while collecting consistent, comparable data across your entire portfolio.
Go beyond data collection with interactive dashboards and AI-powered analysis that help you identify trends, benchmark performance and uncover emerging risks and opportunities. Turn complex ESG data into meaningful insights that support better decision-making, stronger portfolio engagement and long-term value creation.
Generate clear, investor-ready reports aligned to leading ESG frameworks, with all your portfolio data stored in one secure platform. Reduce manual effort, improve consistency and respond quickly to LP requests, regulatory requirements and stakeholder reporting with confidence in the accuracy of your data.
Flotilla AI helps you analyse data faster, identify trends and uncover opportunities across your portfolio. Behind every insight is a team of ESG and Private Equity specialists who work alongside you to validate findings, provide practical advice and help turn data into meaningful action. It’s the best of AI efficiency, backed by real-world expertise.
Your dedicated ESG specialist will work with you to configure Portfolio Manager around your portfolio, reporting frameworks and business goals, ensuring a smooth implementation from day one. We’ll take the time to understand how your team works, tailoring the platform to your requirements so you can start seeing value from the outset.
Whether you’re switching from spreadsheets or another ESG platform, we’ll help migrate your data, onboard your team and engage your portfolio companies, making the transition as straightforward as possible. Our hands-on approach minimises disruption, improves adoption and gives everyone the confidence to get up and running quickly.
Collect high-quality ESG data through tailored questionnaires, then use live dashboards and Flotilla AI, to surface trends, identify risks and uncover opportunities across your portfolio. By combining intelligent technology with expert oversight, you’ll spend less time analysing data and more time acting on it.
Our relationship doesn’t end at implementation. As your portfolio evolves, our ESG and Private Equity specialists continue to support your team with reporting, portfolio engagement and practical advice to help turn ESG into long-term business value. Whether you’re responding to new reporting requirements or preparing for exit, we’re there to help you make the most of your ESG programme.
“After nearly 20 years in Private Equity, I knew ESG technology alone wasn’t enough. Portfolio Manager was built to combine purpose-built technology with hands-on support from ESG and Private Equity specialists, helping firms engage portfolio companies, improve data quality and turn reporting into meaningful action.”
John Rasterick, Founder & CEO Flotilla
Former Private Equity Investor and Board Director
Every portfolio is different. That’s why we offer a range of additional services to help you meet evolving ESG requirements, support your portfolio companies and maximise long-term value.
Prepare your ESG data and reporting processes for internal or external assurance with confidence.
Navigate evolving regulations, disclosures and reporting obligations with practical expert guidance.
Support for Sustainable Finance Disclosure Regulation (SFDR), Sustainability Disclosure Requirements (SDR) and other investor reporting needs.
Work with suppliers and portfolio companies to improve ESG data quality, collaboration and transparency.
Guidance on recognised standards and certifications, including ESOS, B Corp and other ESG frameworks.
Access specialist consulting for materiality, target setting, value creation, stakeholder engagement and complex ESG challenges.
Book a personalised demo with one of our experts and explore how Portfolio Manager combines purpose-built technology, Flotilla AI and hands-on support to help Private Equity firms collect better data, make smarter decisions and create long-term value.
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.
ESG Manager
Long-term ESG management aligned to commercial goals, embedding sustainability as a driver of performance and value.
ESG Foundation
A fast, credible starting point, designed to establish your baseline and meet stakeholder and regulatory requirements.
