ESG Portfolio Manager

ESG Portfolio Manager

  • Provides aggregated view to track your progress of how each grant across your portfolio is performing
  • Removes the need for spreadsheets and manual data collection
  • Captures and coordinates all key project grant data, location, and other metrics grant core data
  • Provides real time insights across your portfolio
  • Provides aggregated dashboard views of how each of your partnerships are performing
  • Provides governance and compliance across milestones
  • Forecast social and environmental return on investment value (SROI) from grants, projects and business operations
  • Calculates how spend is multiplied in the economy
  • Calculates asset value using SROI and GVA
  • Business Strategy Planner with financial forecasts
  • Breakdown of business and financial plans per sector and service, including quarterly targets and margin forecast
  • Database CRM to capture, store and manage all donor, programme, grant applicant and stakeholder information

Contact us

Key Features

  • Unlimited number of active grants and projects
  • Dashboard set up for each user
  • Full mobility access via smart phones and tablets
  • Pipeline / portfolio management of all active projects
  • Pipeline filtering e.g. Sectors, Region, Grant type etc
  • Commercial financial summary of each grant / project
  • Predictive graphical analytics against turnover and margin
  • Milestone workflow and Gateway Approval Manager
  • Business Strategy planner
  • Import data from our open API
  • Predictive Dashboards / analytics of historic and future pipeline / portfolio performance
  • Powerful Self Service Control Panel
  • Chat box across all grants, projects & teams
  • Geo locations map of all Grants &Projects
  • On demand help & support videos
  • Bespokeable milestones / workflows
  • On demand performance improvement training videos
  • Contact Address book

Visualise Reporting

Using personalised dashboards

Filter Grants

By programmes, sectors, theme, contracts, focus area, donors, partners, regions, teams or your own bespoke classification

Consolidated Portfolios

For projects you want to track together

Real Time Data

Using built in data collection forms and easy data imports