[ ESG PLATFORM ]
[ FINTECH ]
ESG intelligence platform for fund managers. Analyze portfolio sustainability, align with SDGs, and generate compliance-ready reports in seconds.
<3s
PDF report generation
90%+
Portfolio coverage
17
SDGs tracked
3
User roles
[ THE CHALLENGE ]
An ESG consulting firm was drowning in spreadsheets and PowerApps, unable to scale their sustainability analysis for clients.
Every ESG report was built by hand in Excel and PowerApps. Hours of copy-paste, formula errors, and version conflicts for each client portfolio.
Tracking ESG metrics across portfolios with 1000+ holdings was impossible. No unified system for Environmental, Social, and Governance scoring.
No way to map portfolio companies to UN Sustainable Development Goals. Clients were asking for SDG alignment, they couldn't deliver.
Static Excel dashboards meant no drill-downs, no filters, no sector analysis. Fund managers couldn't explore their own data.
[ THE SOLUTION ]
We built GreenLens as a modern web platform where fund managers upload portfolios, analyze ESG performance across E/S/G pillars, align with SDGs, and generate branded PDF reports, all in one place — one of several data platforms delivered through our custom software work.
01
Upload Excel or enter ISINs manually. Automatic cross-referencing with master ESG dataset for instant scoring.
02
Dynamic mapping of portfolio companies to UN Sustainable Development Goals with aggregated impact visualization.
03
Auto-generated branded reports in under 3 seconds. Company breakdowns, transition risk scores, compliance snapshots.
[ SEE IT WORK ]
One flow, one recording: upload a portfolio, watch ESG scores and SDG alignment populate, generate a branded PDF report.
Portfolio walkthrough
Upload → ESG scoring → SDG alignment → branded PDF report. Full video in progress.
[ TECH STACK ]
[ RESULTS ]
<3s
Speed
PDF reports that used to take hours of manual work now generate in under 3 seconds. Fully branded, compliance-ready, one click.
90%+
Coverage
ESG dashboard now covers over 90% of fund portfolios with valid scoring data. Gap analysis shows exactly what's missing.
100%
Replaced
Fully replaced the Excel + PowerApps workflow. No more version conflicts, formula errors, or manual copy-paste.
3 Roles
Access
Analysts, admins, and fund managers each get their own view. Right access for the right role, clean separation of concerns.
★★★★★
“Everything was done professionally, with efficient and fast communication, unconditional availability, kindness and professionalism.”
Goran Dojčinović
Lawyer, Dojčinović Law Office
Client review · related engagement · Verified review · Clutch, 5.0[ FAQ ]
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Let's discuss how we can turn your Excel workflows into a scalable web application, fast, focused, built for your team.