The Fastest, Smartest Way to Achieve Continuous SFDR Compliance
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
⊕ Custom Advisory Support
∷ Data your team can trust
∞ Next gen, SFDR-specific tools
A Technology-First Solution to SFDR Compliance
Frequently Asked Questions
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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.