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An agentic workspace for ESG risk assessment. Upload company documents, select your assessment framework, and get a structured due diligence memo with every finding cited back to its source.
The Copilot automates the first pass of ESG document review. It screens for material risks by category, flags issues with direct source citations, and produces structured outputs that your investment committee can read and act on. You stay in control of the judgment calls. The Copilot handles the document retrieval and initial structuring.
Join the WaitlistThree core capabilities, all tied to source documents.
The Copilot scans your uploaded documents for material ESG risks and flags issues by category: environmental performance gaps, governance weaknesses, social risks, and framework disclosure omissions. You see what was flagged and exactly where in the document it appears. Nothing is inferred without a textual basis.
The Copilot produces investment committee-ready due diligence summaries. The output is structured: an overview of the assessment, a categorized list of risks, and a section-by-section breakdown of framework alignment. Each section of the memo links back to the source documents it draws from.
Every finding in the output cites its source document, page number, and the specific text passage. When a compliance reviewer or regulator asks where a risk assessment came from, you can point to exactly the document and the passage. The audit trail is built into the output format by default.
From document upload to a structured memo you can share.
Upload the company's annual report, sustainability report, CDP response, regulatory filings, and any other relevant disclosures. The Copilot works with PDFs and Excel files. You can upload documents from multiple sources for the same target.
Select the framework you want to assess against: ISSB S1/S2, GRI Standards, SASB, TCFD, or a custom set of criteria specific to your LP requirements or internal ESG policy. The Copilot structures its screening around your chosen framework.
The system runs through the documents, identifying relevant disclosures and gaps against your chosen framework. It flags issues by category (environmental, governance, social, framework omissions) and ranks them by materiality. This takes minutes rather than days.
You review the Copilot's findings in a structured interface. Each flagged risk shows the exact document and passage that surfaced it. You can accept, modify, or dismiss each finding before the memo is generated. You stay in control of the final output.
Export the finalized memo as a compliance-grade PDF. The output includes an executive summary, framework alignment assessment, categorized risk findings with citations, and documentation of what was checked. Suitable for investment committee review, LP reporting, or regulatory documentation.
Real use cases across investment and compliance workflows.
Run a structured ESG assessment before committing due diligence resources to a target. Identify deal-breaking issues early. Produce an evidence-backed first-pass memo that the deal team can use to decide whether to proceed to full diligence.
Run the same assessment against portfolio company disclosures each reporting cycle. Track material changes year over year. Identify where companies have improved their disclosures and where gaps have widened. Produce consistent, comparable outputs across your portfolio.
Assess key vendors and suppliers for ESG risks before contracts are signed or renewed. Particularly relevant for financial institutions with supply chain disclosure requirements under ISSB IFRS S1/S2, or internal sustainability policies.
Produce structured documentation to satisfy sustainability-linked loan or green bond covenants. Generate a traceable assessment of borrower ESG performance against stated frameworks. All findings are cited so the documentation can be reviewed by external auditors.
The ESG Due Diligence Copilot is currently in beta. We're onboarding early access users on a rolling basis. Contact us to discuss your use case and get early access.