Finance

Yourportfolio'sESGrisk,finallyvisible.

All your portfolio companies in one place , from LP questionnaires to SFDR, clean data and no more chasing spreadsheets.

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Trusted by financial institutions and advisory firms

Magnum Capital
Sabadell Venture Capital
Adara Ventures
Queka Real Partners
80%

Reduction in manual data collection time for ESG teams at financial institutions using Dcycle across their portfolio

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Built for financial institutions

One platform for ESG across your entire portfolio.

Aggregate ESG data across all investees

Send data requests to all your portfolio companies at once, collect everything in one place, and work with clean, structured data from day one.

ESG Data Requests — Portfolio+ New request
8Completed
3Pending
1Overdue
P1
Investee 1 — SaaS12 / 12 indicators · Submitted Jan 14
Done
P2
Investee 2 — Logistics8 / 12 indicators · In progress
Pending
P3
Investee 3 — Manufacturing0 / 12 indicators · Overdue 5 days
Overdue
P4
Investee 4 — Fintech12 / 12 indicators · Submitted Jan 18
Done

Score and rank holdings by ESG risk

Not all portfolio companies are at the same level. Dcycle shows you who needs attention, what's missing, and what's actually at risk.

ESG Risk Scoring — PortfolioQ4 2024
CompanyESGScore
Investee 1SaaS
82
74
91
82
Investee 2Logistics
61
55
70
62
Investee 3Manufacturing
38
48
52
46
Investee 4Fintech
77
80
88
81

Generate SFDR reports automatically

Stop building PAI statements from scratch. Dcycle maps your portfolio data directly to SFDR templates , PAI indicators and compliance reports ready, without your team drowning in spreadsheets.

Regulatory Reports — 2024⬇ Export all
PAI Statement — Principal Adverse ImpactsSFDR Art. 7 · 14 mandatory indicators · Portfolio level
Ready
EU Taxonomy Alignment ReportTurnover · CapEx · OpEx aligned activities
Ready
Periodic Disclosure — Article 8Annual investor report · Growth Fund I
In review
CSRD Report — Investee 3Manufacturing · ESRS E1 + S1 + G1
68%

Classify your funds as Article 8 or 9 , fast

Dcycle maps your portfolio's ESG data directly to SFDR requirements. Get Article 8 or Article 9 classification-ready in days, not months , with all supporting evidence structured and audit-ready from day one.

SFDR Fund ClassificationReady to file
Article 8Growth Fund I

Promotes environmental & social characteristics

✓ PAI indicators collected
✓ Taxonomy alignment: 34%
✓ Pre-contractual disclosure ready
✓ Periodic report generated
Completion
92%
Article 9Impact Fund II

Sustainable investment objective

✓ Do No Significant Harm verified
✓ Taxonomy alignment: 78%
✓ Impact KPIs tracked
⏳ Annual report in progress
Completion
75%
SFDR RTS compliant · EU Taxonomy aligned · Audit trail included⬇ Export disclosures

Support client CSRD and ESG reporting

Help your corporate clients meet their own CSRD, EINF, or carbon footprint obligations. Provide white-labelled reporting environments or advisory workflows , all from the same platform you use internally.

Client Reporting Environments+ Add client
P3
Investee 3 — CSRD 2024White-label portal · 68% complete · Deadline Mar 31
Active
P1
Investee 1 — Carbon FootprintShared advisory · Report delivered Jan 20
Done
P4
Investee 4 — EINF ReportSetup in progress · Invited Feb 1
Setup
All client portals run on the same Dcycle platform — no extra tools needed

Full visibility across your entire portfolio

See every fund, every investee, and their ESG status in one place. Track data completeness, flag gaps, and manage engagement , all from a single portfolio view.

Portfolio view

Fund ManagerAsset Management · 12 investees
Investee 1SaaS · Series BCSRD ✓
Investee 2Logistics · Series ASFDR pending
Investee 3Manufacturing · PECarbon ✓
Investee 4Fintech · SeedNo data
ESG Data Requests — Portfolio+ New request
8Completed
3Pending
1Overdue
P1
Investee 1 — SaaS12 / 12 indicators · Submitted Jan 14
Done
P2
Investee 2 — Logistics8 / 12 indicators · In progress
Pending
P3
Investee 3 — Manufacturing0 / 12 indicators · Overdue 5 days
Overdue
P4
Investee 4 — Fintech12 / 12 indicators · Submitted Jan 18
Done
ESG Risk Scoring — PortfolioQ4 2024
CompanyESGScore
Investee 1SaaS
82
74
91
82
Investee 2Logistics
61
55
70
62
Investee 3Manufacturing
38
48
52
46
Investee 4Fintech
77
80
88
81
Regulatory Reports — 2024⬇ Export all
PAI Statement — Principal Adverse ImpactsSFDR Art. 7 · 14 mandatory indicators · Portfolio level
Ready
EU Taxonomy Alignment ReportTurnover · CapEx · OpEx aligned activities
Ready
Periodic Disclosure — Article 8Annual investor report · Growth Fund I
In review
CSRD Report — Investee 3Manufacturing · ESRS E1 + S1 + G1
68%
SFDR Fund ClassificationReady to file
Article 8Growth Fund I

Promotes environmental & social characteristics

✓ PAI indicators collected
✓ Taxonomy alignment: 34%
✓ Pre-contractual disclosure ready
✓ Periodic report generated
Completion
92%
Article 9Impact Fund II

Sustainable investment objective

✓ Do No Significant Harm verified
✓ Taxonomy alignment: 78%
✓ Impact KPIs tracked
⏳ Annual report in progress
Completion
75%
SFDR RTS compliant · EU Taxonomy aligned · Audit trail included⬇ Export disclosures
Client Reporting Environments+ Add client
P3
Investee 3 — CSRD 2024White-label portal · 68% complete · Deadline Mar 31
Active
P1
Investee 1 — Carbon FootprintShared advisory · Report delivered Jan 20
Done
P4
Investee 4 — EINF ReportSetup in progress · Invited Feb 1
Setup
All client portals run on the same Dcycle platform — no extra tools needed

Portfolio view

Fund ManagerAsset Management · 12 investees
Investee 1SaaS · Series BCSRD ✓
Investee 2Logistics · Series ASFDR pending
Investee 3Manufacturing · PECarbon ✓
Investee 4Fintech · SeedNo data

Why financial institutions choose Dcycle

See how Dcycle compares to the alternatives

Your choice Manual process Legacy tools

Multi-framework coverage

SFDR, CSRD, EINF, GHG Protocol , all from a single data entry. Collect once, report across every framework your regulators or clients require.

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Audit-ready documentation

Every data point links to source evidence. When auditors or regulators request supporting documentation, you have it , instantly, with full traceability.

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Portfolio-level aggregation

Consolidate ESG metrics across all holdings and subsidiaries. Roll up carbon footprints, social indicators, and governance scores at any level of your structure.

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Bulk data requests to investees

Send structured data requests to dozens of portfolio companies at once. Track response rates, follow up automatically, and import submissions without manual re-entry.

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Regulatory intelligence built in

Dcycle tracks EU regulatory developments so your team doesn't have to. Framework templates are updated automatically as SFDR and CSRD regulations evolve.

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Enterprise-grade security

SOC 2-aligned infrastructure, role-based access controls, and data segregation across clients and portfolios. Built to meet the security requirements of regulated institutions.

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ESG and regulatory resources for financial institutions

View all compliance resources

Sustainability in transport and logistics: ESG guide

Learn how transport and logistics companies manage ESG reporting, reduce fleet emissions, and comply with CSRD requirements.

Read more

Collect once. Use everywhere.

See how Dcycle can cut your reporting time by 70% and give your auditors what they need , the first time.

See Dcycle in action