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Apiday - SFDR

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29 views14 pages

Apiday - SFDR

Uploaded by

rdesoucy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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We turn sustainability data

into strategic success


About Apiday

2021
Founded
+ 90
VC/PE
23
Client countries
45
Employees
12
Millions raised
(10 nationalities) (Swen, Daphni, Revent…)
THE ESG CHALLENGE

Too much compliance


Too much data
Too much external questions
Too little expertise*
*Requests: SFDR, CSRD + several supply chain regulations across Europe. Other geographies are following in the near future
*Data: request usually ask for over 100 metrics, out of which companies usually have less than 25%
*Expertise: 80% of sustainability managers we work with have less than 3 years experience in their role. Furthermore SFDR and CSRD are both recent (2023/2024) regulations
You + ESG experts Apiday your portfolio companies You + ESG experts Apiday

Analysis & Improvement


ESG policies
Builder

Sustainability Journey
(ESG scoring, action plan, DMA) Dashboard

data LP requests
collection

Centralization and
CSRD module Validation of ESG
Custom questionnaire Data SFDR

ESG metrics & dashboards


Benchmark

Security (ISO 27001 Certified + GDPR)


SERVICE

Apiday: your ESG partner


One dedicated Customer Manager

ESG specialists from EY, Deloitte, KPMG


with +15 years of experience

Custom ESG questionnaires

Answers provided in few a hours

Over 150 ESG campaigns executed


DATA COLLECTION

Collect the right data


Access a Library of Key ESG Questionnaire Templates

Gain access to a comprehensive library of major ESG questionnaire


templates, including those from EIF, France Invest, KfW, BlackRock,
ESG VC…

Customize Your ESG Questionnaire to Meet Your Needs

Tailor your ESG questionnaire to align with your specific requirements,


such as SFDR compliance or LP requests.

Easily Manage Your ESG Campaigns

Effortlessly manage and animate your ESG campaigns with just a few
clicks.
PORTCO LEVEL

The optimal software solution


for your Portfolio Companies
Provide an Easy Experience for Portfolio Companies

Ensure a better understanding of data points and enhance the completion rate for your
portfolio companies.

Enhance ESG Awareness and Increase Valuation

Boost ESG awareness and increase valuation through tools like the double materiality
matrix, ESG scoring, and strategic roadmaps.

Engage Your Portfolio Companies and Manage Your ESG Action Plan

Actively engage your portfolio companies and efficiently manage your ESG action plan.

Equip Them with Essential Tools

Provide access to crucial tools such as an ESG policy builder, ESG data warehouse,
and ESG dashboards.
DATA VALIDATION

Make sure about the data quality


Access Your Data Warehouse

Our data architecture allows you to easily navigate your data


warehouse, find the right data, and adjust with filters such as KPIs,
funds, portfolios, years, and frameworks.

Export Data in Various Formats

Export your data in multiple formats such as Excel, Google Sheets,


and EDCI, allowing for easy data manipulation and import.

Ensure Data Quality

Apiday ensures the quality of your data by providing alerts if there are
significant discrepancies compared to the previous year and by
setting minimum and maximum boundaries. We are also
implementing data benchmarking.
ESG REPORTS

Custom your ESG dashboard


Communication on the Right Data

At the end of the campaign, we will create a dashboard with the pertinent information
for you.

Tailored Dashboard

We can customize the dashboard to align with your brand's visual identity and ensure
interactivity.

Export Options

You can export the entire dashboard in various formats such as CSV, XLSX, PNG, and
PDF. Additionally, we can create a secure micro-website for your convenience.

Narrative Report

If you require assistance with data analysis and the creation of a narrative report, we
offer this service as part of our ESG consulting services.
COMPLIANCE

End to end SFDR compliance


SFDR Compliance

Apiday can generate all your entity-level and fund-level disclosures, including sustainability risks,
remuneration policies, and pre-contractual disclosures, at a lower cost than hiring a consultant.

Data Collection

We will collect the right ESG data points and Principal Adverse Impacts (PAIs) for your Article 8 and
9 funds using our questionnaire template.

Final Report

Apiday will generate the periodic disclosures and PAI statement in June. We will also calculate the
required PAIs and update the calculation method if the law changes.

Eu Taxonomy

Apiday guides you through your EU Taxonomy assessment. Enter your turnover, Opex, and Capex,
select the appropriate activity from a taxonomy library, pass the technical screening, and receive
automated reports.

Extra Support

If you need additional support, we can provide an ESG expert for specific advisory missions.
LP requests

Collect, consolidate and reuse


LP Requests

Gain access to a library of LP requests at the Manco, Fund, and portfolio levels. If
your LP questionnaire is not available, we can digitize and map it within a few days
(depending on the season).

Data Consolidation

Our platform consolidates data at the Manco, Fund, and portfolio levels, eliminating
manual calculations and reducing errors.

AI-Powered Data Pre-population

Apiday's AI can reuse your data for similar LP questions, saving you significant time.

Export Formats

Apiday adapts the export format for the LP platform, ensuring a seamless experience
for our users.
Benchmark

Compare with the right data


Growth Dataset

We already have 2,400 portfolio companies in our dataset, which is growing significantly with
our new European and North American LP, PE, VC, and corporate clients (CSRD), ensuring
extensive coverage in Europe and North America.

First Benchmark Approach

Gain access to our data benchmark warehouse to analyze ESG data by industry, companies,
countries, and size.

Supplementing Data

While we can't guarantee 100% coverage with our dataset, we also purchase external
datasets and integrate them into our data warehouse. Additionally, our AI can extract data
from ESG reports.

Premium Analysis - Second Benchmark Approach

Our ESG analysts can generate a report featuring in-depth benchmark analysis with the top
competitors of your portfolio companies, ensuring a better understanding and granularity of
the data.
TEAM
18
Our core team

Edouard Charles Moury Brennan Hodkinson


Co-Founder & COO CRO
Audi
Co-Founder & CEO

Clément Escolano Chloé Gouérec Corneille Maréchal


CTO Head of Sustainability CDO

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