ESG software
for capital markets firms

Today, there’s more emphasis than ever before on environmental, social, and corporate governance (ESG). The global coronavirus pandemic and resulting economic chaos have required capital markets firms to spend more time building frameworks and reporting capabilities for areas ranging from climate change to racial and social inequality.

In fact, 67% of corporate directors think climate change should have a role in strategy formation, and 34% say racial and ethnic diversity is very important to have on their board (Source: PwC). Looking for ways to better to better track your firm’s progress on ESG goals and initiatives? Look no further than DealCloud.

DealCloud helps capital markets firms create and manage ESG frameworks and programs.

Collect ESG data

No matter what your firm’s metrics and standards are, DealCloud makes it easy to collect ESG data and map it to investments, funds, people, and partners.

Store and centralize ESG data

Rather than searching across disparate spreadsheets and emails, DealCloud centralizes ESG data for greater transparency on progress towards the firm’s goals.

Report on ESG data

Whether preparing for investor roadshows or generating weekly reports, ESG data can be integrated into every report that dealmakers pull from DealCloud.

Environmental, social, and corporate governance (ESG)

Nearly 90% of limited partners (LPs) say environmental, social, and governance (ESG) is a factor when evaluating private equity managers, according Private Equity International’s 2021 survey — up from 81% the prior year. While investor relations professionals may be aware of ESG’s importance in LP investment decisions, many firms still scramble when their investors come calling for proof of progress on ESG targets. The job becomes an even bigger challenge when asked to provide details beyond the metrics.

That’s because firms rarely go beyond ineffective systems like Excel spreadsheets or email communication when it comes to tracking ESG initiatives. The lack of standardized ESG data can compound the problem, forcing investor relations professionals to try and consolidate disparate data across different companies, sectors and funds. On the other side of the equation, it is easy to lose track of any ESG promises once made to LPs, or even to identify which LPs prioritize ESG initiatives and to what extent.

Talent management

According to a recent survey from PwC, “more than four out of five directors (84%) agree that companies should be doing more to promote gender and racial diversity in the workplace.” But very few firms have a dedicated talent management infrastructure available to them. This makes it extremely difficult to showcase progress on ESG initiatives.

By managing talent in DealCloud, your firm will more easily be able to tap into the pool of available talent and quickly decide who’s a good fit, and who isn’t. This strategy is much preferred by dealmakers who often cite the pain of combing through dozens of LinkedIn profiles or out-of-date spreadsheets to find potential applicants. When reporting back to shareholders, all of the firm’s talent management data is in one place and can be leveraged for formal ESG reports.

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ESG software for capital markets firms