ESG Reporting Software for Private Markets
Portfolio level ESG and impact metrics collected once, sourced, and reported from the same record as financial performance.
ESG reporting in private markets is a data collection problem before it is a disclosure problem. Metrics sit with portfolio companies, arrive in inconsistent formats, and are re-requested every cycle because last cycle's answers were never structured.
Reuben AI treats ESG metrics as data on the portfolio record, collected on the same cadence as financial metrics and carrying the source of each figure.
Collection that does not restart each quarter
Metrics are defined per portfolio company against the framework the fund reports under, and requests are tracked with ageing and follow-up rather than chased by email. Each response is stored against the company and the period.
Because the definitions persist, the second cycle is a comparison rather than a fresh collection exercise.
Every figure keeps its source
An ESG number without provenance is not reportable under scrutiny. Each figure carries the document or submission it came from and whether it is self-reported by the company or verified against independent evidence.
That distinction matters most in an LP questionnaire, where the honest answer is often that a figure is company-reported. Recording it that way is more defensible than presenting everything at the same confidence.
Diligence sets the baseline
ESG assessment at diligence is not separate from ESG reporting after investment. What was assessed pre-investment becomes the baseline the holding is measured against, so improvement or deterioration is measured rather than asserted.
For funds with an impact mandate, the same structure carries the mandate's own criteria alongside standard metrics.
Reporting from one record
LP reporting packs, investor portal views and internal reviews draw on the same metrics as the financial reporting, so a sustainability section cannot contradict the performance section.
Where a framework requires a specific presentation, the report is shaped to it while the underlying data stays a single set of figures rather than a per-framework copy.
See ESG reporting on one record
Book a demo and see metrics collected, sourced and reported without a separate cycle.