SFDR

The proof you need for:Fast, streamlined SFDR Reporting.

The Fastest, Smartest Way to Achieve Continuous SFDR Compliance

Proof puts SFDR reporting on autopilot as you grow both your portfolio and your net impact.

Without Proof

Your Portfolio Management, Legal, Compliance, and ESG teams are forced to spend hundreds of hours learning the vast details of a new, complex regulation, coordinating in-depth data collection across portfolio companies and proxy data providers, and manually calculating aggregate results to drop into highly specific disclosure templates.

With Proof

Proof automates reporting operations and evidence collection with impact measurement integrations across your portfolio. Gain visibility into your SFDR Article 8 and Article 9 status, monitor across your ESG program, and build a single picture of ESG data, metrics, reporting, risk and performance across your portfolio.

End-to-End SFDR Compliance

Most SFDR platforms focus only on one step in the whole compliance process — the data collection. Proof’s SFDR solution supports you from beginning to end, including pre-data documentation, fully automated data collection from your investments, and auto-population of your EET and post-data disclosure documents. Proof will even provide you with an audit log needed for you to get final approval from your auditors so you can be 100% confident in your SFDR compliant classification as you raise capital.

Continuous PAI Control Monitoring

Proof’s Catalyst® engine is a layer of communication between siloed digital systems of your portfolio companies and confusing SFDR PAIs, so you don’t need to figure out how to get compliant or manually prompt dozens of portfolio companies to provide evidence to regulators, investors and advisory partner(s).

24/7 SFDR Monitoring

Continuous, automated monitoring of the SFDR status of portfolio assets eliminates the repetitive manual work of SFDR compliance.

Automated PAI Collection & Reporting

Say goodbye to back-and-forth email chains with portfolio companies, manual calculations, spreadsheets and data discrepancies. PAI data is requested from portfolio companies on autopilot with an automatically generated EET and audit log available for export.

Auto-generated SFDR Reporting

Save valuable resources every quarter and eliminate quality control issues by receiving auto-generated mandatory disclosure forms (e.g., Principal Adverse Indicator Statement) and reports (e.g., European ESG Template) needed by regulators and investors, in the format that they need them.

↝ From Reporting to Performing

Leverage the data your sources are already gathering and reporting on to gain deeper ESG+I insight across your portfolio. By incorporating additional ESG+I analysis into the SFDR process, Proof allows you to go from simply checking the box to optimizing for performance and growth within your broader ESG+I initiatives.

⊕ Custom Advisory Support

A hybrid-capable solution that allows you to choose the advisory solution that fits your team’s preferred approach at every point in the process. Work through our SFDR module efficiently without an advisor, get matched with one our preferred partners for tailored support, or bring your own consultant for comprehensive and highly custom insight.

∷ Data your team can trust

All data points added on our platform are run through a seven-point check using our Proof Catalyst™ engine.

∞ Next gen, SFDR-specific tools

Proprietary, integrated tools across reporting levels & account types for truly continuous compliance that can be increasingly automated.

Key Features

A Technology-First Solution to SFDR Compliance

Easy Portfolio Management

Invite and manage your various contacts directly within Proof to track your SFDR progress across an ever-growing portfolio and varied funds

Guided SFDR Checklist

Avoid missing critical steps and compliance requirements by following Proof's simplified, end-to-end checklist

Ongoing PAI Monitoring

Real-time monitoring of your portfolio's progress towards PAI collection and automatically generated EET documentation

ESG Performance Analysis

Inventory and analysis of the ESG metrics supplied during SFDR data collection across your portfolio for granular and aggregate-level insight

Automated Reporting

Real-time, sharable reports including automatically generated EETs, detailed audit log, and snapshot of your overall SFDR posture for prospective and existing investors/LPs

Ask an ESG measurement expert

Access to in-app messaging & support from ESG experts and advisory partners to move through the SFDR with confidence

SFDR Knowledgebase

Ensure your personnel are properly informed of key regulation requirements and important dates through our integrated SFDR resource hub

Simplified Billing Structure

Straightforward pricing on a per-fund level gets you up-and-running and working towards continuous SFDR compliance as quickly as possible

Dedicated Support

A team of Proof experts ready to support you every step of the way

Frequently Asked Questions

Get Started Now

Close more investors and deploy capital faster, all while eliminating hundreds of hours of manual work per reporting period that would otherwise go into maintaining your SFDR reporting & compliance.

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