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[ ESG PLATFORM ]

[ FINTECH ]

GreenLens
ESG Analytics

ESG intelligence platform for fund managers. Analyze portfolio sustainability, align with SDGs, and generate compliance-ready reports in seconds.

TIMELINE 10-12 weeks
TYPE Internal Tool
STACK Vue + Node.js
GreenLens · Portfolio Dashboard
GreenLens portfolio dashboard showing demo Environmental, Social, and Governance scores, sector breakdown, and SDG tags

<3s

PDF report generation

90%+

Portfolio coverage

17

SDGs tracked

3

User roles

[ THE CHALLENGE ]

ESG reporting was
Excel chaos

An ESG consulting firm was drowning in spreadsheets and PowerApps, unable to scale their sustainability analysis for clients.

Manual Report Generation

Every ESG report was built by hand in Excel and PowerApps. Hours of copy-paste, formula errors, and version conflicts for each client portfolio.

No Scalable ESG Tracking

Tracking ESG metrics across portfolios with 1000+ holdings was impossible. No unified system for Environmental, Social, and Governance scoring.

SDG Alignment Blind Spots

No way to map portfolio companies to UN Sustainable Development Goals. Clients were asking for SDG alignment, they couldn't deliver.

Limited Interactivity

Static Excel dashboards meant no drill-downs, no filters, no sector analysis. Fund managers couldn't explore their own data.

[ THE SOLUTION ]

One dashboard for complete ESG intelligence

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.

GreenLens · Portfolio Analysis
GreenLens portfolio analysis screen showing demo Excel upload and weighted ESG scoring across E, S, and G pillars
Upload a portfolio, get weighted ESG scoring and sector breakdown instantly (demo data).

01

Portfolio Analysis

Upload Excel or enter ISINs manually. Automatic cross-referencing with master ESG dataset for instant scoring.

  • Excel upload with validation
  • ISIN-based portfolio input
  • Weighted ESG scoring (E, S, G pillars)
  • Sector exposure breakdown
  • Coverage benchmarking
GreenLens · SDG Alignment
GreenLens SDG alignment screen showing demo UN Sustainable Development Goal mapping and impact visualization
Portfolio companies mapped to UN SDGs with aggregated impact scoring (demo data).

02

SDG Alignment

Dynamic mapping of portfolio companies to UN Sustainable Development Goals with aggregated impact visualization.

  • 17 SDGs tracked per company
  • Portfolio-level SDG aggregation
  • Impact metrics and scoring
  • Bubble charts and visualizations
  • Compliance-ready output
GreenLens · PDF Reports
GreenLens branded PDF report preview showing demo company breakdown and transition risk scores
Branded, compliance-ready reports generated in under 3 seconds (demo data).

03

PDF Reports

Auto-generated branded reports in under 3 seconds. Company breakdowns, transition risk scores, compliance snapshots.

  • Fully branded templates
  • Company-by-company breakdown
  • Transition risk assessment
  • GHG, energy, waste benchmarks
  • One-click generation

[ SEE IT WORK ]

A portfolio, start to finish

One flow, one recording: upload a portfolio, watch ESG scores and SDG alignment populate, generate a branded PDF report.

Coming soon

Portfolio walkthrough

Upload → ESG scoring → SDG alignment → branded PDF report. Full video in progress.

[ TECH STACK ]

Vue.jsNode.jsExpressMySQLApexChartsPDFMonkeyAxiosSwaggerRenderTailwindCSS

[ RESULTS ]

From Excel chaos to ESG intelligence at scale

<3s

Speed

Instant Report Generation

PDF reports that used to take hours of manual work now generate in under 3 seconds. Fully branded, compliance-ready, one click.

90%+

Coverage

Portfolio Data Coverage

ESG dashboard now covers over 90% of fund portfolios with valid scoring data. Gap analysis shows exactly what's missing.

100%

Replaced

Legacy Workflow Gone

Fully replaced the Excel + PowerApps workflow. No more version conflicts, formula errors, or manual copy-paste.

3 Roles

Access

Multi-Role Platform

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 ]

GreenLens — frequently asked

GreenLens shipped in 10-12 weeks, design through deployment. That's for a full three-role platform with automated report generation — a narrower first version can move faster.
It depends on scope, so there's no fixed number here — every engagement is priced per project after we understand the data sources and workflow. Scoped and quoted before any work starts.
Role-based access so analysts, admins, and fund managers each see only what their role needs, encrypted data at rest and in transit, and an audit trail of who accessed what. Confidentiality is an architecture decision, not an afterthought.
You do — full source, no licensing fees, no vendor lock-in. It's your platform to extend or hand to another team if you ever choose to.
Yes. GreenLens covers Environmental, Social, and Governance scoring plus SDG alignment and PDF reporting, but plenty of engagements start narrower — one pillar, one report type — and expand later.

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