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Portfolio Manager

ESG intelligence built for portfolio value creation.

A single source of truth for portfolio-wide ESG, giving ESG teams, deal partners and boards instant access to decision-ready sustainability data across every investment. Move beyond compliance reporting to active portfolio engagement and value creation.

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Platform capabilities

Automated ESG data collection and tracking across all portfolio companies
Financed emissions measurement by fund, sector and company
Framework-ready outputs mapped to SFDR, EDCI, VSME or your custom framework
Custom questionnaires and dashboards plus exportable data for LP reporting
Portfolio Action Library to prioritise, track and report on ESG initiatives
Portfolio Action Library to prioritise, track and report ESG initiatives

Advisory support

Direct engagement with portfolio company leadership and boards
ESG data translated into practical, commercially-focused action plans
Tailored support aligned with operational priorities and value creation goals
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Flexible modules and expert support to scale ESG capability

  • Assurance readiness
  • SFDR and SFR
  • Accreditation guidance e.g. ESOS, B Corp
  • Compliance and disclosure
  • Supply chain engagement
  • Group reporting
  • Tender and framework support
  • Targeted ESG consulting and specialist advisory

Flotilla AI

AI-enabled ESG intelligence across the platform

Extend your team with built-in AI and on-demand expert support. Turning ESG data into actionable insight faster. Surfacing trends, identifying risks and opportunities, and enabling targeted analysis beyond standard dashboards.

Why teams choose Portfolio Manager

Compliance & credibility

Stay aligned with leading frameworks and investor expectations

Clarity & efficiency

Eliminate manual collection and reduce reporting burdens.

Stronger decisions

Comparable data to inform deals and portfolio management.

Responsible investment

Credible, auditable ESG data that LPs can trust.

Value creation

Identify ESG-driven opportunities across the portfolio.

Stronger exits

Exit-ready ESG narratives that support valuation and buyer confidence.

Product Packages – Portfolio Manager testimonial image
"The Flotilla tech platform enables real, evidence-driven change. With science-based measurement and reporting, Flotilla allows businesses to take an honest look at their emissions, set achievable goals, make wise data-led decisions and become genuinely sustainable.”
Piers Forster

Founder Director of the Priestley International Centre for Climate Futures at the University of Leeds, and Chair of the UK Climate Committee
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The Manser Practice architects’ pioneering sustainability journey

The Manser Practice partnered with Flotilla to accelerate its journey toward net zero, setting a bold target of achieving carbon neutrality by 2040. Through a comprehensive carbon footprint assessment, policy integration, and strengthened public sector positioning, the firm has embedded sustainability into its operations – cementing its leadership in environmentally responsible architecture.

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Nature in Action: Our partnership with Make It Wild

Flotilla has partnered with Make it Wild to support nature-based projects that enhance biodiversity and help clients take meaningful steps toward net zero. From tree planting to habitat restoration, this collaboration not only mitigates environmental impact but also fosters stronger connections between people, nature, and purpose.

Further packages

ESG Manager

Strategic ESG Management
ESG strategy & targets
Action planning tools
KPI dashboards & insights

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ESG Foundation

Compliance & ESG Baseline
ESG & carbon baseline
Scope 1-3 measurement
Compliance-ready reports

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ESG Essentials

External ESG Data Alignment
Align existing ESG data
Standardise portfolio data
Consistent PE reporting

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Book your free demo

Technology and expertise to drive your sustainable business growth

Start turning ESG into measurable business value

Book a demo
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