Our services

We develop holistic business strategies that integrate impact alongside priorities like AI, innovation, and market trends or focus on strengthening the impact dimension within an existing strategy. Embedding impact such as climate targets into strategic choices, we define clear priorities, actions, data, and KPIs to reduce risks and unlock long-term financial value.

From obligation to true value creation

Many of our clients begin with reporting requirements, sustainable product ideas, or climate targets.

We help shift from viewing sustainability as the necessary evil and a 'must-do' toward seeing sustainability as a source of impact and true value: social, environmental, and financial value. If done right, a clear impact strategy makes sustainability sustainable by prioritizing the right actions, factoring in efficient resource use, and aligning sustainability goals with the company's overarching financial KPIs.

What a strong strategy looks like

A good impact strategy for us is embedded into the overarching business strategy. It is data-driven, includes well-defined goals and milestones, measurable KPIs, and a prioritization of actions over time - thereby integrating the newest industry trends including AI. It should be a step-by-step guide to lead action, serve as a basis for transparent communication, and comprise the ability to track quantifiable progress.

From first steps to ongoing progress

Depending on maturity and ambition, the first steps tend to include the identification of key business aims and KPIs as well as a development of an understanding of key industry trends. If a deep-dive into sustainability and impact topics are the focus, the first step also entails the calculation of a carbon footprint and conducting a double materiality analysis, which assesses both the impacts of the company on the environment and society, as well as the financial consequences of a changing world onto the company. It is with this foundation that we start building out goals, KPIs, and associated actions, define priorities, responsibilities, and milestones.

We offer the development of a business strategy with a variable focus on impact and sustainability topics as well as the development of only the impact aspect to an existing business strategy.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}

• Analysis of the status quo with regards to existing strategy, KPIs, and actions
• Gap-analysis of existing efforts versus desired direction
• Define level of ambition through industry benchmarking research​
• Carbon footprinting with software program according to GHG protocol
• Double materiality analysis
• Identify areas of sustainability based on the company's business model that can turn into true positive social, environmental, and financial impact
• Development of KPI pyramid associated with pragmatic action plan
• Support with the integration of strategy into organization (e.g., workshops, trainings, etc.)
• Effective communication of strategy with the help of our experts in branding and communication

Identify and track the most relevant social or environmental KPIs to optimize outcomes such as the impact of your services on clients, employees' well-being, or your work to preserve biodiversity. Tracking the right KPIs is a must to drive progress.

From goals to meaningful KPIs

Impact needs to be measurable to be managed efficiently. Climate neutrality claims without a proper carbon footprint as well as qualitative goals without appropriate numbers or research to back claims may well be considered greenwashing.

We support clients to identify relevant social and environmental goals and help attach meaningful KPIs to these goals. In the process, we tend to discover data gaps that we help close with our expertise in data collection, data analysis, and the implementation of AI powered software.

Impact beyond standard KPIs

Impact measurement is not just confined to the calculation of a carbon footprint. Meaningful KPIs can capture a wide range of other impacts, including but not limited to the well-being of your workforce, the effectiveness of your product or service on target populations, and the extent of success of selected programs.

It is for a reason that we position ourselves as an impact and not a sustainability consultancy. Sustainability can mean different things to different companies; and only if sustainability is defined and measured accordingly can impact be generated. Put simply: impact goes beyond carbon emissions.

Tracking the right KPIs will give you clear insights into whether certain initiatives work and the extent to which you drive progress. it will also serve as a basis for transparent and data-driven communication of your business goals.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Analysis of the status quo with regards to existing (impact) KPIs
• Analysis of data collection and data infrastructure gaps
• Support with the set-up of AI powered data collection modalities, including surveys, interviews, web scrapping, digital forms, etc.
• Integration of new data flows with existing data capture software or set-up of new data management software
• Development of data input and KPI output management and visualization system with ability to track, assess, and show progress on ongoing basis
• Support with the automized reporting of relevant KPIs according to chosen standard
• Translation of key KPIs into understandable, everyday language to effectively reach relevant stakeholders groups

Carbon footprint calculation is often the first step in a company’s impact journey. Understanding greenhouse gas emissions across the value and supply chain provides the essential foundation for effective reduction initiatives and should be continuously monitored over time.

GHG-conform Scope 1- 3 emissions

Calculating the CO2e emissions are a frequent starting point for companies on their sustainability and impact journey. This makes sense as it serves as a basis and benchmark for climate reduction initiatives and climate-related programs. CO2e emissions should be measured on a yearly basis to assess progress effectively.

We support clients by identifying relevant data inputs to measure Scope 1-3 emissions according to the Greenhouse Gas (GHG) Protocol and more importantly, create specific data inputs where data is unavailable by leveraging statistics or conducting surveys.

To ensure that your carbon footprint is GHG-conform, we work with a partner software provider that is specialized in converting financial and operational data into kg of CO2-equivalents.

Building efficient data infrastructure

We differentiate from our competitors in that we are able to generate an underlying data infrastructure that will allow your company to re-calculate the carbon footprint independently from Year 2 onwards. In so doing, we draw on AI to automize repetitive tasks and data inputs to save time.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Identification of relevant data inputs depending on size, business model and industry
• Identification of data gaps and support in the closing thereof
• Set-up of relevant data infrastructure to capture, consolidate, and analyze data points year-to-year moving forward
• Integration of new data flows with existing data capture software or set-up of new data management software
• Analysis of end results of Scope 1-3 carbon emission equivalents, including identification of carbon 'hot spots'
• Translation of kg CO2e into everyday language (e.g., number of washing machine cycles or times driving around equator) to communicate to stakeholders
• Workshop to hand over data infrastructure and calculation process to employees

You cannot manage what you cannot measure. As a frequently requested standalone service, we offer dedicated support in leveraging AI-driven tools and automation to capture, process, and analyze business- and impact-critical metrics. Tailored to your organization’s needs, these intelligent systems enable real-time insights and more efficient, data-informed decision-making.

From impact expertise to automation

While we specialize on sustainability and impact, we have frequently been asked by clients to offer our AI and data expertise as a separate service and so here we are!

End-to-end data practices

We support clients to set up data collection, data analysis, and data visualization practices and software to capture any business-relevant data points and KPIs. Data collection flows could come in the form of digital forms, surveys, interviews, web-scrapping, and other sources of raw data. To be made usable, they need to be consolidated and connected in a sensible manner. We use AI powered software to tailor solutions to your needs.

Making data communicable

To make data communicable to internal and external stakeholders, we can also support you to visualize the most relevant data intuitively and effectively.

Flexible engagement models

This service can be consulted independent from any sustainability and impact service or as a complimentary add-on.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Assess status quo of existing data points and underlying infrastructure
• Define relevant data collection inputs and consolidation processes according to business needs and desired KPIs
• Set-up AI powered data management software
• Analysis and visualization of identified KPIs
• Workshop to train employees on managing data using AI

Reporting requirements, whether CSRD, SFDR, or else, are often the starting point. Beyond compliance, reporting should translate into value by showing stakeholders where a company stands, the actions taken, progress achieved, and how impact is embedded within broader business strategy and priorities.

Navigating EU sustainability regulation

EU regulation such as the Corporate Sustainability Reporting Directive (CSRD), the Voluntary Sustainability Reporting Standard for non-listed SMEs (VSME) and the associated European Sustainability Reporting Standards (ESRS) can be arduous to navigate.

We support clients in meeting their regulatory requirements by collecting the appropriate information, setting up data collection efforts where data gaps are identified, and help write the required qualitative parts in alignment with the guidelines of the European Financial Reporting Advisory Group (EFRAG).

Non-regulatory impact reporting

Apart from the above mentioned regulatory frameworks, we can also help with other sustainability reporting frameworks such as the Sustainable Development Goals (SDGs).

From reporting to value creation

We believe that reporting requirements should bear value beyond compliance. We work with specialists in the branding and communications space who help translate efforts to meet reporting requirements into effective cross-channel communications, integrating impact efforts into your brand's voice. Doing so will enable you to maximize the value of reporting requirements.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Identification of necessary or desired reporting inputs
• Analysis of data and information gaps to meet reporting requirements
• Addressing of data gaps by offering tailored solutions, including but not limited to the conduction of a double materiality analysis or the calculation of a carbon footprint
• Collection and consolidation of necessary quantitative data inputs
• Support in drafting necessary qualitative inputs
• Definition of roadmap for year-to-year improvements of reporting
• Seminars and workshops to educate workforce on standardized reporting
• Hand-over to our branding and communication specialists to work on storytelling

Understand in depth whether your product or service actually creates the impact intended on stakeholders. This is particularly relevant for companies directly affecting planet or people such as healthcare organizations or reforestation businesses, as well as foundations, non-profits or social enterprises that seek to verify whether their initiatives improve the lives of target groups.

Understanding your impact in-depth

This is an out-of-the-box service that we can only offer through our elite backgrounds in academic research with a doctorate from the University of Cambridge and research experience at Stanford University. It is tailored for companies, for-profit and non-profit, that are invested in understanding in detail the positive and negative impact their products and/or services create or could potentially create.

Clients range from health tech companies seeking to understand whether their product currently deployed in country A could have the same impact as in country B or coaching platforms understanding whether their service actually improves the mental well-being of their customers. We also work with family offices, wealthy individuals, foundations and impact funds who want to get a solid idea of whether their deployed capital effectively reaches its end beneficiaries, leaving the legacy that is desired.

Qualitative expertise as our focus

We are specialized in conducting explorative qualitative studies but also have the ability to leverage our quantitative expertise to supplement qualitative insights.

From insight to communication

As all other services, we have the unique ability to draw on close branding and communication experts who can support to communicate the results effectively.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Translation of unknown variables into relevant research question(s)
• Identification of appropriate design for the study
• Conducting interviews, surveys, and use of other data collection methods
• Analysis and consolidation of qualitative results according to scientific standards
• Documenting results in comprehensive report
• Workshops to internal and external stakeholders to showcase study's results
• Support with the communication of the study's results through our branding and communications experts

When deal flow accelerates and complexity spikes, we embed as on-demand Investment Manager-level support across the full deal lifecycle. From pipeline sourcing and thesis development to financial modeling, valuations, and IC proposals, we bring the depth and speed you need.

On-demand expertise, exactly when it matters

Investing periods are intense. Between sourcing, due diligence, financial modelling, valuations, LP communications, and portfolio management, the workload rarely fits neatly into existing headcount. Bringing on a full-time hire for work that is inherently cyclical rarely makes financial sense either. We step in as a senior, on-demand extension of your team during the moments that matter most: active deal flow, fundraising pushes, and busy exit periods. The work spans the full transaction lifecycle, from financial analysis and valuation support to research, pitch deck creation, and investor materials, with the impact dimension built in from the start.

Full-spectrum expertise, without the overhead

Speed and pressure have a cost: the bigger questions get deferred. What are we actually trying to achieve with this investment? How could this company's potential for positive change be better structured or unlocked? These are not soft questions. They are the ones that determine long-term value creation alongside financial return. We bring the capacity and the distance to ask them properly, drawing on hands-on experience across key impact verticals including healthcare, health tech, fintech, and insurtech. Where a deal demands specialised knowledge beyond our own, we draw on a network of top-tier sector experts and advisors who we bring in as needed, so you always get the right expertise for the specific transaction rather than a generalist view dressed up as depth.

Tailored to your pace and process

Every fund works differently. Most clients engage us on a retainer basis during active deal flow, giving them consistent, responsive senior support without permanent overhead. Where a specific transaction demands a focused sprint, we work that way too. Either way, the engagement is shaped around your existing process. We plug in, not disrupt.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Investment thesis development and refinement
• Financial modelling and valuation support across priority deals
• Sector and competitive landscape research
• Impact due diligence: theory of change review, impact risk mapping, additionality analysis
• Deal scoring against a fund-specific impact and financial framework
• Investment memo drafting: financial narrative, impact section, and risk analysis
• Pitch deck and LP materials creation
• AI-assisted pipeline screening to accelerate deal sourcing and initial filtering

After the deal closes, the real work begins. We embed directly into portfolio companies to drive growth and impact performance simultaneously, bringing senior commercial, operational, and impact expertise exactly when and where it is needed.

The investment is made. Now make it exceptional

Closing a deal is not the finish line. For impact-driven funds, the question that matters is what happens next: does the company actually grow, and does it deliver on the impact promise that made it an attractive investment in the first place? These two goals are not in tension, but keeping them aligned as a company scales takes deliberate, hands-on work. We partner with portfolio companies as an embedded team, parachuting in with the commercial expertise and impact knowledge to drive both simultaneously.

Growth and impact, pursued together

We work across whatever the company needs most. That might mean developing a growth strategy for organic expansion, identifying and executing M&A opportunities to accelerate market position, building out a digital and AI strategy to improve operational efficiency, or preparing for the next fundraising round. On the impact side, we work directly with the company to sharpen their impact model, whether that means lowering the cost of treatment for their user base, improving health outcomes, or making their core product more accessible to the people it was built for. The benchmark for success is straightforward: financial performance and impact performance moving forward together.

The expertise you need, without the hire you don't

Portfolio companies, particularly at growth stage, rarely have the internal bandwidth to pursue all of this at once. We provide senior, on-demand expertise exactly when it is needed, drawing on our own experience and a network of top-tier specialists across relevant sectors and disciplines. The engagement is defined by the company's stage and priorities, not by a fixed methodology. We adapt, we move fast, and we stay until the work is done.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Growth strategy development and execution roadmap
• M&A target identification, due diligence, and deal support
• Digital and AI strategy: identifying and implementing tools that drive operational efficiency and scale
• Fundraising preparation: investor materials, financial narrative, and impact story
• Impact model review and optimisation: sharpening theory of change, redefining KPIs, identifying where impact and growth reinforce each other
• Impact performance tracking: building the data infrastructure to measure what matters
• Operational efficiency review with AI-powered process improvements

Artificial intelligence is creating one of the most significant investment opportunities in a generation. We help funds build strategies that are positioned to capture it, financially compelling, and grounded in a view of how AI can genuinely benefit society and the planet.

New landscape. New opportunity.

Artificial intelligence is reshaping almost every business model in the world, and with that comes an entirely new category of investable opportunity. For funds willing to move with intent, this is one of the most exciting moments in a generation to build or reposition an investment strategy. We help funds capitalize on that, developing strategies that are built around where the world is genuinely heading, financially compelling, and grounded in a balanced view of how AI can create value for both investors and society. Drawing on our own expertise and a network of specialist partners, we bring the depth needed to turn a directional conviction into a strategy that holds up in front of the most demanding LPs.

Built on real experience, not outside observation

A lot of strategy advice is built from studying funds at a distance. We have been on the inside. We have lived through fundraising processes, transactions, board meetings and everything in between. That experience changes the quality of the conversation. We know what LPs actually scrutinize, where impact theses tend to break down under pressure, and how to align a fund's strategy with the financial return expectations that ultimately determine whether capital gets raised and deployed. We also bring specific expertise across fund structures and strategies, so the advice is grounded in the mechanics of how funds actually work, not just the theory.

A strategy that holds up where it matters most

The output of this work is not a presentation. It is a fund strategy sharp enough to withstand the questions of a sophisticated LP, differentiated enough to stand out in a crowded market, and coherent enough that the whole team can execute against it with conviction.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Fund positioning and competitive landscape analysis
• Impact thesis development or refinement: defining the fund's theory of change, target sectors, and impact return expectations
• Financial return and impact return alignment: stress-testing where the two reinforce each other and where trade-offs exist
• Fund structure review and recommendations
• LP targeting strategy: identifying the right investor profiles and tailoring the narrative accordingly
• Fund marketing materials: pitch deck, impact narrative, and supporting data
• Preparation for LP due diligence on impact and strategy

Most funds are spending more time collecting and formatting data than analyzing it. We build the reporting infrastructure that fixes that, using best-in-class no-code tools that your team owns completely and can run without us.

Reporting should not be a full-time job

As a fund grows and regulations expand, so does the data burden. Portfolio companies report inconsistently. Impact and financial metrics sit in spreadsheets. LP reports get assembled manually every quarter, pulling from a dozen different sources with no guarantee the numbers align. It is one of the most common operational drains in fund management, and it compounds over time. Specialized PE reporting software exists, but it tends to be expensive, inflexible, and built around a standardized view of what a fund looks like, which rarely matches reality. Every fund has its own investment mix, reporting requirements, and operational quirks, and no single specialized platform covers all of it. What most funds are missing is not another expensive system. It is a single source of truth that brings financial data, impact metrics, and portfolio reporting together in one place they actually control.

Proven tools. Zero dependency

‍ We design and build reporting systems using best-in-class no-code platforms trusted by thousands of organizations worldwide, configured entirely around the fund's specific data needs and workflows. The result is a stable, low-cost infrastructure that standardizes data collection across the portfolio and brings every reporting dimension, financial, operational, impact, and risk, together in one place. There is no proprietary software, no ongoing license tied to us, and no dependency on Carbon & Lime to keep it running. When we hand it over, it is yours, intuitive enough for the whole team to use, and built to grow with the fund.

One click. One report. Everything in it

‍LP meetings, investor updates, regulatory submissions: the quality of how a fund presents itself to the outside world matters. With the right infrastructure in place, generating a beautiful, accurate, and complete report stops being a multi-day manual exercise and becomes a single action. Every number current, every metric accounted for, every narrative supported by live data. We build the system that makes that possible, and we make sure it reflects the fund's identity and reporting standards, not a generic template.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Current state audit: mapping existing data flows, tools, and reporting processes across the portfolio
• Data architecture design: defining what gets collected, how, and at what frequency
• No-code infrastructure build configured to the fund's specific needs and workflows
• Portfolio company data collection templates: standardized, low-friction inputs that companies can complete without significant time investment
• Impact, financial, operational, and risk data integration in a single reporting environment
• Automated LP report generation: templates that populate directly from live data
• Investor-facing report design: branded, structured, and built to impress
• Team handover and training: making sure the fund can run and maintain the system independently

The most competitive funds are rebuilding their operating model around AI today. We help you implement the tools and workflows that make deal sourcing, analysis, pipeline management, and research faster, sharper, and more powerful.

The hardest part is knowing where to begin

‍Most fund managers know that AI is changing the way the best organizations operate. The challenge is not awareness, it is translation. Which tools are actually worth using? Where do they fit into existing workflows? How do you separate genuine productivity gains from expensive distractions? With hundreds of tools launching every month and no shortage of vendors promising to revolutionize everything, figuring out where to start is harder than it sounds. The funds that will pull ahead are not necessarily the ones with the biggest budgets, but the ones that move with clarity and purpose.

The right tools, implemented properly

‍We work with fund teams to identify the highest-value AI applications for their specific operations, cutting through the noise to focus on what will actually make a difference. That might mean AI-assisted deal sourcing and research, automating repetitive internal processes, using AI to surface insights from portfolio data, or streamlining investor communications. We then work hands-on with the team to implement the right tools and make sure everyone knows how to use them effectively. The goal is not a technology audit that sits in a drawer. It is a team that leaves with real capability and the confidence to use it.

Ready for what comes next

‍AI is evolving too fast for any single set of tools to remain the answer for long. What matters as much as the implementation is the judgment to know what to adopt next. We work with fund teams not just to install capability but to build the literacy that lets them keep pace as the landscape shifts. By the time we finish, the team should be able to evaluate new tools independently, spot genuine opportunities from hype, and keep improving how they work without needing us in the room.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• AI opportunity audit: mapping the fund's current operations to identify where AI can add the most value
• Tool selection: researching and recommending the right AI tools for the fund's specific needs and workflows
• Implementation support: configuring and integrating selected tools into existing processes
• Team training: hands-on sessions tailored to each function, from deal teams to operations and investor relations
• Prompt engineering and workflow design: making sure the team knows how to get real value out of the tools they use
• Follow-up review: a structured check-in to assess adoption, troubleshoot, and refine

SFDR and similar regulatory requirements can overwhelm even experienced funds. We streamline compliance through structured systems, automated disclosures, and consistent data flows — freeing up time to focus on what truly drives impact while reducing reporting risk.

Automize and save time

For funds operating in the EU or marketing to European investors, the Sustainable Finance Disclosure Regulation (SFDR) has become a defining requirement. Yet for many fund managers, meeting these and similar ESG standards is complex and time-consuming. Article classification, Principal Adverse Impact (PAI) indicators, and recurring disclosures often demand extensive coordination and manual effort - pulling teams away from investment decisions and impact work that truly matter.

We help simplify SFDR compliance by designing clear systems, templates, and processes that reduce effort and risk by means of automization. Together, we assess your current setup, identify gaps, and define a pragmatic roadmap for compliance. By structuring data flows and standardising disclosures, we turn SFDR from a recurring reporting exercise into an efficient, repeatable process.

Making compliance work in practice

We support the drafting and automation of disclosures across pre-contractual documents, periodic reports, and website reporting, ensuring consistency and accuracy throughout. Required data points are embedded directly into your systems so reporting no longer depends on last-minute manual work, spreadsheets, or fragmented inputs.

To enable this at scale, we connect your existing data sources to SFDR-aligned templates or software solutions. The result is a setup that fits seamlessly into existing workflows and reduces operational friction.

Freeing teams to focus on impact

What sets us apart is our combination of hands-on experience in impact-oriented fund management and deep knowledge of SFDR requirements and investor expectations. We understand both the regulatory detail and the operational realities.

Our goal is not just compliance, but efficiency: building lean, reliable reporting processes that save time, reduce risk, and allow your team to focus on performance and driving real impact.

Example of work package

^{* Note: Work packages will always be individualized and adapted to fit clients' needs.}‍

• Conduct an SFDR diagnostic to assess current disclosure and compliance gaps
• Support fund classification under SFDR (Articles 6, 8, or 9) and update documentation
• Define and integrate Principal Adverse Impact (PAI) indicators
• Prepare periodic website disclosure templates aligned with SFDR
• Configure or connect existing systems to produce SFDR-compliant reports
• Train staff to maintain and update disclosures independently