The practical guide for portfolio companies that need to organize their ESG data, respond to their investors, and prepare for a requirement that will only keep growing.
Checklist for Responding to Your Investment Fund's ESG Requests
Investment funds have spent years integrating ESG criteria into how they manage their portfolios. What used to be an optional question in the annual report is now a contractual requirement — and in many cases, a condition for continuing to raise capital from their own investors.
The direct consequence for portfolio companies is clear: if you don't provide verifiable environmental impact data, your fund can't meet its own obligations to its LPs or to European regulation (SFDR, EU Taxonomy, CSRD).
This guide is designed so that any company backed by an investment fund can understand what's actually being asked of them, what data they need to have, and how to organize the process without it becoming a side project every time the request lands.
Understand what's behind your fund's request Know which regulatory frameworks require your investor to ask you for ESG data (SFDR, EU Taxonomy, CSRD), and why that requirement isn't going away — it's going to grow.
Identify what data you have and what's missing Review what environmental information already exists in your company (energy consumption, waste, emissions, transport) and what gaps you have relative to what's being asked. You can also check our carbon footprint guide to understand the methodology.
Organize the process internally Know who needs to be involved, in what order to collect the data, and how to document it so it holds up to external verification — without depending on the same person to pull it off every time.
Build a repeatable system Move from answering surveys from scratch every year to having a defined process, clear owners, and data in a format you can reuse each cycle.
Prepare for growing requirements Understand what your fund will ask for next year and the year after, as European regulation advances and LPs demand more granular portfolio data.
Faster responses to your fund When data is organized and documented, response time to an ESG request goes from weeks to days.
Credibility with your investor A data point with a documented source and standard methodology (GHG Protocol, ISO 14064) carries far more weight than an estimate sent in a spreadsheet.
Less burden on your team A process designed well the first time keeps each request from urgently falling on the same person, or requiring data to be coordinated from scratch across departments.
Preparation for CSRD Many portfolio companies of mid-size and large funds will be required to report under CSRD in the coming years. Organizing ESG data now is the foundation for that process.
A stronger position with new investors A company that already has its environmental data in order is more attractive to funds with ESG mandates — and there are more of them every year.
At Manglai, we work with portfolio companies that need to organize their environmental data and respond to their funds' requests with verifiable, traceable information.
With Manglai, your company can:
With Manglai, responding to your fund stops being a reactive, manual process and becomes something you already have ready when the request arrives.
Download the free guide and organize the process before your investor's next request arrives.
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