ESG data for private funds
Collecting it once, from the same templates as financial KPIs, and reporting it consistently.
How do private funds collect ESG data?
Most collect ESG metrics from portfolio companies annually or quarterly through templates — often aligned to frameworks LPs request — alongside financial KPIs, then aggregate them for LP reporting and questionnaires.
Use the same collection process
Ask for ESG metrics in the same templates and portal as financial KPIs to avoid a second request cycle.
Be specific
Define each metric, its unit and its period; ask for evidence where LPs will.
Regulatory context
Requirements vary by jurisdiction and LP base; confirm which frameworks and disclosures apply to your funds with counsel.
Questions
Does FUN/D collect ESG metrics?
Yes, through the portfolio monitoring templates.
Want to see this on your own fund?
Name and work email. A person replies within one business day, usually with times for a demo on a structure like yours.
Talk to us
Name and work email. We reply within one business day, from a person.
Sent.
Someone from FUN/D will email you within one business day. If it's urgent, call +1-212-658-0862.