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Automated sustainability reporting for Private Equity firms

Private Equity firms need both overview and insight. Wellfish automates the collection, analysis and reporting of ESG data – fully in line with CSRD and ESRS. You get a scalable, transparent and audit-proof process that meets both regulatory requirements and investor expectations.

SIX QUICK ONES – the perks of Wellfish?

1

Portfolio & group dashboards

Get a complete real-time overview – from the entire portfolio down to each individual company. Our interactive dashboards make it easy to track progress, compare ESG performance and identify areas for improvement in seconds.

2

Built for complexity

Wellfish is built to handle many companies, different sectors and varying reporting requirements. The modular system grows with you – whether you invest in industry, tech, transport or services.

3

Sector-specific and activity-based climate calculations

Every sector has its own climate impact. Wellfish uses emission factors tailored to each sector, based on real activities – not averages. Data is retrieved automatically from your systems, and where automatic data is missing you can easily add it manually. The result is comparable and reliable climate calculations.

4

Tailored data collection

Choose which data points you want to measure in our ready-made question set based on CSRD and VSME – or add your own. Wellfish gives you full flexibility to collect the right ESG data for each portfolio company, without losing standardisation.

5

Everything in one system

Both the PE firm and the portfolio companies work in the same platform. This creates a unified process, comparable data and eliminates unnecessary duplication of work – from data collection to a finished report.

6

Full compliance

Meet the requirements of CSRD, the GHG Protocol and SFDR – fully automated. Wellfish ensures that the reporting is transparent, verifiable and ready for both audit and investor dialogue.

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Sector-tailored climate calculations for PE firms

As a PE firm, you may have investments with very different climate footprints – industry, tech, transport, real estate or services. With Wellfish you get a tool that handles both the breadth and the depth of the portfolio. The climate calculations are done automatically and data-driven, based on activity rather than assumptions, giving a transparent and comparable picture of your emissions. You can easily identify which companies account for the greatest impact, set shared targets and follow progress in real time – all in one centralised platform.

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