Simplify data collection
The Tameo Data Collection Portal is a cloud-based system for systematic ESG and impact data collection, validation, and reporting. It gives impact investors a single source of truth across their private asset portfolio, standardising workflows and reducing the administrative burden of multi-stakeholder disclosure.
Request a demo
One workflow
Collect, validate, aggregate, and report ESG and impact data from a single governed system.
The challenge
Where reporting workflows break down
Our solution
One platform, from collection to reporting
The Tameo Data Collection Portal is software for systematic impact and ESG data collection, aggregation, and validation. It serves portfolio companies, fund managers, and institutional investors, giving each a defined role in a single workflow.
The result is a single source of truth that feeds dashboards, impact reports, and structured data exports.
01
Collect
Campaigns, templates, and reminders.
02
Validate
Automated checks, review, and a full audit trail.
03
Aggregate
Consolidate across funds and reporting cycles.
Campaign progress
How it works
End-to-end data collection workflow
Configure (Tameo + client) — Define indicators, templates, and validation rules. Import historical data.
Launch (Client) — Start the data collection campaign with automated outreach to investees.
Submit (Investees) — Portfolio companies fill reports through the portal and submit for review.
Validate (Fund manager / client) — Fund managers or investors review and accept or reject data.
Report (Client) — Validated data flows to dashboards and reports. Export to Excel or via API.
Platform capabilities
Streamline your entire data workflow
Configuration and indicator management
Create proprietary indicators or browse public libraries including IRIS+, HIPSO, 2X Challenge, and GOGLA. Configure reporting templates by investee type, frequency, theme, investment agreement, or side letter. Define validation rules, data ranges, consistency controls, and calculated metrics at the template design stage.
Data collection and campaign management
Launch campaigns across hundreds of investees, track progress in real time, delegate responsibilities by role, and reduce manual follow-up with automated reminders. Cross-fund pre-fill helps investees reuse identical approved fields when reporting to multiple funds.
Validation and approval
Run configurable workflows from draft to in progress, submitted, and validated. Automated checks flag format issues, balance controls, and trend warnings. Rejected reports return with comments, while every data point, edit, status transition, and comment remains audit-ready.
Reporting and integration
Validated data is stored in a structured, versioned data warehouse owned by the client. Connect Power BI dashboards, generate formatted reports, export to Excel, CSV, or JSON, and integrate with portfolio management systems or CRMs via API.
Exports and audit trail
Security and technology
Built for institutional investors
Fully compliant with GDPR and Swiss data protection regulations. Audit trails meet institutional compliance requirements.
Cloud infrastructure — Hosted on enterprise-grade cloud servers in Europe with high availability, elastic scaling, and continuous backup.
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 — Each client’s data is stored in a logically separated environment. No data is shared between clients without explicit consent and version control.
White-labelled frontend — The interface can be custom-branded and configured by user profile.
Benefits
Why teams choose the portal
Boost efficiency
Automate reporting workflows to reduce operational costs and manual errors.
Enhance data quality
Maintain the highest standards of consistency and traceability.
Simplify for investees
Give investees an easy way to share consistent data across stakeholders, minimising reporting redundancy.
Seamless connectivity
Eliminate silos by integrating impact data directly into your core management systems.
Engagement model
A modular approach: start with what you need, expand as your requirements grow
Setup
Foundation engagement for indicator catalogue mapping, template configuration, and data governance recommendations.
Platform licence
Annual SaaS licence including hosting, maintenance, technical support, and product updates.
Dashboard and reporting
Portfolio dashboard and automated population of reporting templates from validated data, selected independently as a value-add module.
Managed data collection and validation, including Tameo running campaigns and quality control on your behalf, and additional modules such as incident reporting, ESAP monitoring, and covenant monitoring are available on request.
Why Tameo
Practitioner-led impact data expertise
Practitioner-led — Built by investment professionals; a spin-off from Symbiotics and ESG and impact advisor to SIFEM since 2022.
Independent — An independent Swiss firm, not tied to any single investor or fund manager. No conflicts of interest.
Institutional-grade — Designed for how investors, DFIs, and fund managers actually work: screening, oversight, and reporting cycles.
Modular and scalable — Start with a single engagement and expand into SaaS, analytics, and managed services as needs grow.
Proprietary data — A database of 800+ impact funds and 400+ managers underpins Tameo’s analytics and benchmarks.
Trusted references — Trusted by fund managers, DFIs, MDBs, and industry networks.
What our users are saying
“Tameo’s data collection tool has revolutionised our internal data collection process and procedures, making our use of time far more efficient.”
Divya Samtani
CEO, Cygnum Capital