Sustainability that adds value to your portfolio
We support private equity firms in integrating ESG considerations throughout the investment cycle, translating sustainability metrics into financial performance and a successful exit.
The challenges we have overcome
We believe that ESG should be a driver of value creation for the business. This is the objective we work towards with our partners.
How should funds be positioned in terms of ESG to attract institutional investors and ensure compliance with SFDR?
How can we identify material ESG risks before investing and ensure portfolio management free from operational surprises?
How can we generate tangible value in our subsidiaries through active ESG management, going beyond mere regulatory reporting?
How can we prepare for divestment with a robust ESG narrative and auditable data that maximise the valuation for potential buyers?
If you are facing these challenges, we are ready to support your team, drawing on our solid track record and international experience.
Get in touch with usSustainability that translates into value for your portfolio.
Proven experience in private equity, SFDR reporting and creating ESG value in portfolio companies.
20+
Years of combined experience in ESG for private equity
5
Portuguese private equity firms trusting our services
3
Languages on the platform
450+
ESG indicators on the platform, tailored by sector
Full coverage of the investment cycle
The Private Equity Firm
Align governance and internal policies. Build the firm’s own ESG strategy to attract Limited Partners (LPs) and comply with market regulations.
Fund Management
Define investment criteria and strategies. Integrate ESG factors into the fund’s policy, setting out the sustainability guidelines and targets that will guide asset allocation.
Pre-investment
ESG risk analysis and due diligence. Assessing ESG maturity and identifying hidden risks or value opportunities in target companies before closing the deal.
Management & Monitoring
Monitoring performance and creating value. Tracking the progress of subsidiaries via the platform, mitigating operational risks and improving cost efficiency.
Divestment & Exit
Demonstrate the value of ESG. Produce impact reports to maximise the company’s valuation at the time of sale.
Our customers in Portugal
Private equity firms that have chosen Sustanya
We work with the leading Portuguese private equity firms, supporting them at the different stages of the investment cycle.
Our team has international experience, having supported KKR, Carlyle, MidEuropa, OMERS and other leading global investors.
What our customers say about us
Our working experience with Sustanya has been extremely positive over the last few years. Sustanya has been a partner of great quality, very close, practical and solution-oriented, supporting us both at the level of the Private Equity Fund, classified as Article 8 under the SFDR, and at the level of the portfolio companies in Portugal and Spain. The collaboration has covered essential issues such as the definition of the ESG strategy, the design and preparation of sustainability reports and the use of its platform, which we consider to be very complete, intuitive and effective. We particularly value the technical competence of the team, their ability to adapt to the specific needs of each company and the simple and structured way in which they help us to transform ESG issues into useful management and monitoring tools.
Natalia Malysheva
Partner, Vallis Sustainable Investments II SCR
It has been a pleasure to work with Sustanya in monitoring ESG matters in the companies participated by the Funds managed by IR Capital. We highlight the professionalism of the team, the in-depth knowledge of the subject and, above all, the strong practical and business sense they have demonstrated at every stage. The quality of the support provided exceeded our expectations.
Isabel Martins
Investment Director, IR Capital SCR, S.A.
Atena invests in Portuguese SMEs with a focus on long-term value creation, so the management of all ESG components, aligned with our responsible investment policy, is very relevant. With Sustanya's help, we were able to successfully compile all the ESG information for our entire portfolio of companies on its platform. The companies were not only able to discover where they stand in relation to ESG best practice, enabling them to define an improvement plan, but also to share information with investors. The simplicity of the platform and the level of support from the Sustanya team were the guarantee of the success of this project!
Salvador Palha
Principal – former Head ESG
Get in touch with our team to find out how we support management companies in the domestic market and in cross-border transactions.
Get in touch with usOur Services
We work closely with the Private Equity Firm team, the funds and each of the portfolio companies, ensuring specialist support at every stage of the investment cycle.
Managing Body
Development of the ESG positioning of the Private Equity Firm — from strategy and governance through to policies and reporting — creating a solid foundation that strengthens the confidence of investors and other stakeholders.
- Defining an institutional ESG strategy
- Governance structure and internal training
- Development of policies and procedures (e.g. Responsible Investment Policy)
- Reporting and disclosure (PRI, SFDR)
- ESG maturity assessment and benchmarking
Fund Management
We promote the integration of ESG criteria into fund management, mitigating risks, strengthening investor confidence and ensuring compliance with sustainability requirements, including the SFDR (Articles 8 and 9).
- Support for compliance with SFDR disclosure obligations
- Definition of KPIs and ESG monitoring at fund level
- Training and development of the Private Equity Firm’s teams
- Assessment of the ESG maturity of the portfolio of investee companies
- Defining a responsible investment strategy
Pre-investment
We identify material ESG risks in target companies, using these to inform investment decisions that are aligned with the fund’s strategy prior to their inclusion in the portfolio.
- ESG Due Diligence (buy-side)
- Sector-specific ESG materiality assessment
- Preparation of ESG reports for investment committees
- Training of investment teams
Portfolio Management & Monitoring
We support portfolio companies throughout the investment period: defining their strategic positioning, monitoring KPIs and ensuring reporting. We generate tangible and measurable ESG value.
- ESG strategy for portfolio companies
- ESG Acceleration Programme (3 months)
- Monitoring and reporting of KPIs
- Customised ESG reports
- Analysis of opportunities for value creation
Divestment & Exit
We maximise exit value through a robust ESG narrative and auditable data. We seek to demonstrate that the value created over the course of the investment period translates into effective capital appreciation.
- Preparing for the ESG Exit
- ESG Due Diligence (sell-side)
- ESG Reports and Data Rooms
- Performance highlights and the value creation narrative
Sustanya Platform
Data intelligence to enhance your portfolio’s performance.
Data Collection
+450 sustainability indicators, including SFDR indicators tailored by sector and company size. Simplified and intuitive questionnaires for the operational teams at the portfolio companies.
Data consolidation
Generation of consolidation reports on a monthly, quarterly or annual basis, aggregating the ESG data from all its funds into a unified overview.
Verification & Audit
Option for independent data verification integrated into the platform. A complete audit trail is guaranteed for each data point, ensuring the reliability of the information for external audits.
Reporting by Portfolio Companies
Customised, publication-ready ESG reports, ensuring that the data compiled not only meets the requirements of private equity firms, but also enables the investee company to create value for itself by disclosing its performance.
Ready to maximise the value of your portfolio through ESG?
Get in touch with our team to find out how we combine technology and specialist consultancy to accelerate ESG implementation and value creation in your portfolio companies.
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