Simplify your impact data management.
The digital platform for systematic ESG and impact data collection, validation, and reporting.
Our solution
One workflow, from collection to reporting
Baseline brings portfolio companies, fund managers and institutional investors into one shared workflow—with clear responsibilities, structured data and a complete audit trail.
Configure
Define indicators, templates, and validation rules. Import historical data.
Launch
Start the data collection campaign with automated outreach to investees.
Submit
Portfolio companies fill reports through the portal and submit for review.
Validate
Fund managers or investors review and accept or reject data.
Report
Validated data flows to dashboards and reports. Export to Excel or via API.
The benefits
Less reporting burden. Better information.
One trusted source
Centralise validated impact and ESG data across funds, investees and reporting cycles.
Less administrative work
Automate outreach, reminders, reconciliation and recurring reporting tasks.
Simpler for investees
Give portfolio companies one clear process and reduce duplicate data requests.
Built for institutional requirements
Secure, traceable and designed for the governance requirements of institutional investors.
Cloud infrastructure
Hosted on enterprise-grade cloud servers in Europe with high availability and elastic scaling.
End-to-end encryption
Data encrypted at rest and in transit.
Role-based access control
Granular permissions with two-factor authentication for your team.
Multi-tenant architecture
Client data is logically separated, with no cross-client sharing except by explicit consent and version control.
White-labelled frontend
The interface can be custom-branded and configured by user profile.
FAQs
Everything you need to know about Baseline
Baseline supports portfolio companies, fund managers, asset owners and other institutional impact investors. Each participant is given a defined role within a shared data collection and validation workflow.
Yes. Baseline can accommodate proprietary indicators, sector-specific metrics, investment agreements and side-letter requirements. Templates, calculated metrics and validation rules can be configured for different investees and reporting cycles.
Configurable checks can flag formatting issues, unexpected changes and inconsistencies before submission. Reviewers can comment on, accept or reject reports, while every edit and status change remains traceable.
Yes. Approved information can be pre-filled across reporting periods and, where applicable, reused when an investee reports to multiple funds. This reduces duplicate requests and improves consistency.
Validated data can feed Power BI dashboards, formatted reports and existing management systems. Data can be exported to Excel, CSV or JSON, with API connections available for portfolio management systems and CRMs.
Baseline is hosted on enterprise-grade cloud infrastructure in Europe. Data is encrypted at rest and in transit, with role-based permissions, two-factor authentication, separate client environments and complete audit trails.
An initial setup engagement covers indicator mapping, template configuration and data governance. The annual SaaS licence includes hosting, maintenance, technical support and product updates. Dashboards, automated reporting and white-labelled interfaces can be added according to requirements.
Systematic ESG and impact data collection, validation, and reporting
