How Quilvest Capital Partners uses Greenscope to optimize the management of its ESG data

• Objective of Quilvest Capital Partners: structure the ESG approach across all investment strategies to meet regulatory requirements and investor expectations, while having benchmarking elements to support portfolio companies on their ESG roadmap
• Challenge: despite advanced ESG maturity, Quilvest Capital Partners did not yet have a centralized SaaS solution, which made data collection and analysis more difficult. Result: a partial view of the portfolio and of the progress made in terms of sustainability
• Solution: Greenscope was selected following Daniel’s research, who identified our solution as the most widespread among his peers, particularly in the French Buyout market. Greenscope enabled the industrialization of data collection through the digitalization of ESG questionnaires, ensured the reliability and completeness of the data, and produced sector benchmarks
• Result: more reliable and comparable data, increased transparency, improved ability to manage ESG objectives (including for Article 8 funds), and a significantly reduced internal workload

• Sector: Private Equity / Private Credit / Mid-Market
• Assets under management: 7 billion USD
• Strategies: Buyout, Co-investments, Secondaries, Real Estate, Private Debt
• Activity zone: Europe & United States
• Greenscope support: data collection and reliability, ESG dashboards, benchmarks, and summary sheets for each portfolio company and each fund

Quilvest Capital Partners had already integrated responsible investment principles into its policy (sector exclusions, ESG due diligence…). But faced with evolving regulations and growing investor demands for transparency, several challenges emerged:

• Fragmented collection of ESG data, making global management complex and partial
• Need to track progress on extra-financial topics over time
• Absence of automated control rules, limiting the reliability and comparability of ESG indicators
• Need for a centralized tool to monitor portfolio company performance and produce investor reports
• Willingness to shift from a regulatory constraint mindset to an ESG value creation mindset

To address the challenges raised by Quilvest Capital Partners, Greenscope proposed an integrated solution that transformed their ESG approach across their entire Buyout investment portfolio. Here is how this collaboration produced concrete results:

1. Implementation of a tailor-made collection framework

Greenscope’s ESG, Data, and Account Management teams worked hand in hand with Quilvest Capital Partners to develop a customized ESG framework, taking into account market standards (such as those of France Invest, SFDR, and EDCI).

This framework was specifically designed to adapt to the sectoral and geographic specificities of each investment in the Quilvest Capital Partners portfolio, thus providing a solid and coherent foundation for ESG data collection. This customization was a key factor in ensuring the relevance of the data collected and its alignment with Quilvest Capital Partners’ responsible investment objectives.

2. Digitalization and automation of ESG campaigns

The transition to a SaaS solution enabled the digitalization and automation of ESG data collection. Greenscope fully configured the platform to reflect Quilvest Capital Partners’ structure, facilitating faster and more reliable data collection.

This digitalization enabled, among other things, the introduction of automated consistency checks to alert teams in real time in case of incorrect or incomplete data entry.

In parallel, comprehensive training was provided to Quilvest Capital Partners’ portfolio companies, along with practical demonstrations of the platform to ensure smooth adoption.

3. Data collection and validation

In addition to declarative entries made directly by portfolio companies, Greenscope integrated Artificial Intelligence to automate the pre-filling of certain information to accelerate and simplify data collection. This approach was particularly useful in co-investment cases with other Greenscope clients, where AI retrieved and reused already available data seamlessly.

Once collected, the data is systematically validated by a dedicated ESG consultant, rigorously following Quilvest Capital Partners’ internal procedures.

4. Reporting and visualization of results

For data visualization, Greenscope’s Data teams configured sector benchmarks to compare the ESG performance of different portfolio companies. PAI indicators, precisely calculated by ESG experts, then provided detailed insights into the specific impacts of each investment.

This data is delivered to Quilvest Capital Partners through interactive dashboards, offering a real-time overview of the evolution of their portfolio companies. In addition, automatic summary sheets are generated, capturing historical performance, sector comparisons, and key action points.

Impact for Quilvest Capital Partners:

• More reliable, consistent, and comprehensive ESG data
• Significant time savings in data collection and report production
• Consolidated view at the portfolio and fund level
• Strengthened monitoring of sustainability progress and objectives
• Enhanced credibility with investors (LPs)
• Identified value creation within portfolio companies: cost reduction, new sustainable opportunities, improved risk management