Add collaborators extending beyond your organisation to log collaborative engagements and make decisions through collective intelligence.

Track controversies identified against a portfolio company to take timely action and mitigate risks.

Link your engagements to mandatory or additional PAI indicators, and establish related objectives for progress monitoring.

Centralise your engagements and voting data in one place and report with confidence on your investment-decisons.

Experience enhanced visual reports and export options in compliance with evolving regulations like SFDR, GRI, UK Stewardship Code, and more.

Visualise all your portfolio engagements and appointments at one place, which means you’ll never have to worry about being double-booked.

Export engagement details in CSV or XLSX by Objective, Start date, ESG, or other filters, customisable as per your needs.

Review historical engagements or meetings scheduled by both yourself or team members, and conveniently edit as required for improved record-keeping and collaboration.

Categorise the portfolio fields based on your requirements, from a range of options to personalise such as geographical region, country, sector, and type of organisation.

Update your engagements as per the method employed from a range of options such as individual/collective letters, email, and visit to operations.