Navigate the SFDR like a pro
Since the SFDR went into force in 2021, we helped over a dozen PE and VC funds to get their article 8/8+ or 9 funds
Set up an article 8/8+ or 9 fund
Whether it is for fundraising purposes or to manage ESG risks, we are here to help you upgrade or launch new investment funds.
We leverage our templates, software and experience in the field to help you close your fund ASAP and get the trust you need from your (future) LPs
Upgrade all fund manager (entity level) disclosure documents
Upgrade or create all fund (product level) disclosure documents
We guide you in the complex process and help you make the right decisions
PAI indicators: Opt-in or opt-out?
That's the question. We help you make the right choice.
Gathering the principal adverse impact indicators is usually considered the trickiest and most time-consuming part of the SFDR. When you've worked with your fund lawyer, this is usually where their service ends. We've built tailored software to gather the PAI data and combine it into the official periodic report template.
Turned complex subjects into easy to answer surveys
Easy progress tracking
Automatic exports in the official template
