Portfolio-company intake
Configure recurring requests, company access, KPI definitions, units, files, comments, deadlines, and correction workflow.
ESG software for private equity
ESG Software for Private Equity Portfolio Data and Action
Collect ESG data and evidence from portfolio companies, review KPI definitions and exceptions, monitor risk and action plans, and provide drill-down portfolio views.
- Use consistent metric definitions without hiding portfolio-company context.
- See late submissions, evidence gaps, material risks, and overdue action plans by company.
- Let investment and operating teams drill from portfolio views into the source record and reviewer decision.
Start free. No credit card required.
Built for private equity ESG teams, operating partners, portfolio-company contributors, risk and compliance reviewers, and investment committees.Use it when the portfolio company, ESG metric submission, risk, and improvement action must stay connected to evidence, ownership, review, and follow-up.Portfolio companies submit recurring data and files.
How ESG software for private equity works
Keep portfolio ESG metrics connected to company evidence and action
ESG software for private equity coordinates recurring data requests, evidence, KPI definitions, reviews, risk, action plans, and portfolio oversight across investee companies. Jodoo can configure that operating workflow; it does not provide investment analytics, public-market ESG scores, financed-emissions methodology, or an independent portfolio rating.
The application shown above connects each portfolio company, ESG metric submission, risk, and improvement action to its owner, reporting period, supporting evidence, review status, exception, decision, and next action.
portfolio company, ESG metric submission, risk, and improvement action workflow
Connect portfolio-company ESG submissions to review and improvement
For private equity ESG teams, operating partners, portfolio-company contributors, risk and compliance reviewers, and investment committees, every summary should remain traceable to the record and evidence that produced it.
- 01
Define portfolio scope
Record funds, companies, periods, ownership, sectors, KPI definitions, contributor roles, evidence, review dates, and approved methodology.
- 02
Collect company submissions
Request environmental, social, governance, carbon, workforce, risk, and initiative data with files, comments, and source context.
- 03
Review exceptions and risk
Return unclear values, preserve reviewer decisions, flag material changes or data gaps, and connect concerns to company-level risks.
- 04
Monitor portfolio action
Assign improvement plans, milestones, owners, due dates, evidence, verification, and portfolio or company dashboards.
Controls for ESG software for private equity
The portfolio workflow to test with more than one company
Reviewable portfolio data
Keep approved values, evidence, revisions, reviewer notes, material changes, and exceptions connected by company and period.
Risk and action dashboards
Monitor submission status, data gaps, risks, actions, owners, milestones, and drill-down without publishing an unsupported score.
Adapt the portfolio company, ESG metric submission, risk, and improvement action workflow
Adapt portfolio ESG collection as funds and company needs change
Trained ESG administrators can change data requests, company views, review routes, reminders, action plans, and dashboards while approved definitions and methodologies remain governed.
- Add a company KPI and its evidence requirement.
- Create a review route for a material change or disputed value.
- Build a fund, sector, or company view with open actions.
Illustrative change cycle
Add a portfolio KPI, evidence request, and company action view
- Conventional change queue
- 5–20 business daysWhen a vendor or central data team must change the model, portal, and reports.
- Configurable in Jodoo
- 2–8 hoursFor a trained administrator after the portfolio ESG owner approves the definition.
These are bounded planning estimates, not guaranteed savings. Actual elapsed time depends on data quality, governance, integrations, testing, and the complexity of the change.
Fit, boundaries, and ownership
Use Jodoo for configurable portfolio-company data and follow-up
A strong Jodoo fit
- Portfolio companies submit recurring data and files.
- Definitions and evidence need central governance with company context.
- Reviews create risk questions and improvement actions.
- Teams need adaptable company and portfolio views.
Do not present an operating workflow as investment analytics or an independent ESG rating
Jodoo does not supply market data, controversy feeds, public-company ratings, investment screening, financed-emissions methodology, valuation, or independent portfolio scoring. Use qualified investment and ESG data providers for those decisions.
FAQs
ESG software for private equity questions
What is ESG software for private equity?
ESG software for private equity coordinates recurring data requests, evidence, KPI definitions, reviews, risk, action plans, and portfolio oversight across investee companies. Jodoo can configure that operating workflow; it does not provide investment analytics, public-market ESG scores, financed-emissions methodology, or an independent portfolio rating.
What should ESG software for private equity include?
Start with define portfolio scope, collect company submissions, review exceptions and risk, monitor portfolio action. The underlying portfolio company, ESG metric submission, risk, and improvement action, owner, period, evidence, exception, decision, and next action should remain reviewable.
Can Jodoo be used for ESG software for private equity?
Use Jodoo for configurable portfolio-company data and follow-up. Portfolio companies submit recurring data and files. Definitions and evidence need central governance with company context. Reviews create risk questions and improvement actions. Teams need adaptable company and portfolio views. Jodoo does not supply market data, controversy feeds, public-company ratings, investment screening, financed-emissions methodology, valuation, or independent portfolio scoring. Use qualified investment and ESG data providers for those decisions.
When should a team use specialist software instead of Jodoo for ESG software for private equity?
Jodoo does not supply market data, controversy feeds, public-company ratings, investment screening, financed-emissions methodology, valuation, or independent portfolio scoring. Use qualified investment and ESG data providers for those decisions.
How should a team evaluate this application?
Test one normal case and one missing, late, disputed, high-risk, or returned case from define portfolio scope through monitor portfolio action. Confirm that each result opens the source record and evidence behind it.