See the same checks on every company on your desk: the rules that bind each one, what it promised against what it did, and where policy moves its revenue. Dozens of portfolio companies or hundreds of holdings, in one place, through your criteria.
Nothing needed from the company to start.
A Baseline in 3 weeks, with its Playbook. A House View in 6 weeks.
Climate-tech venture and growth funds put 69% of the capital they deployed in 2026, through September, into energy and data-center companies.
Source: Currence, via WSJ Pro, 25 September 2026.
HSBC expects the oil market to rebalance only by mid-2027, and raised its 2026 Brent forecast to $90 from $80.
Source: HSBC (Kim Fustier), as reported by OilPrice.com, 10 September 2026.
of institutional investors cite data availability and consistency as a very significant concern.
Source: Morgan Stanley, Sustainable Signals, 22 October 2026. 900 asset owners and managers, surveyed August to October 2026.
Capital is moving, prices can jump, and diligence is asking. It all lands product by product.
Wherever you sit, you work from the same analysis.
What changes is whose data goes in and who has to act.
Analyse a target on the public record. When the data room opens, its numbers go into the same analysis, and the gap between their account and the record is the finding.
See which products gain and which lose as rules roll out, and which projects close the gap.
Screen a field of companies on where demand is going, and read the whole book through one lens.
Read a client for exposure: start with the policy that binds it, then set what it promised against what it did.
The policies and regulations that apply to each product, each with its date and the day we last checked it.
Most risk data tells you what others say about a company. You also see what the company says, set against its own record.
Where policy grows demand and where it removes it, product by product. Risk review first, financing second, from one record.
Every finding sourced and dated. Every blank marked.
Send us a client you’re reviewingWhere to start
01 · Watch
The rules across every company you hold, with an alert 90 days before a deadline.
Every month
02 · Dig in
One company, product line by product line, from the public record. Nothing needed from you or the company.
3 weeks, with its Playbook
03 · Stay
Your lens across your companies, kept current, with the Playbook built in.
6 weeks, then ongoing
Inside House View · investors
Your criteria, frameworks, and methodologies across candidates and holdings.
Every week your plan re-orders itself as rules move and peers act, on every company with a Baseline.
A geopolitical shock forces companies to spend, and the money either locks in the old input or moves to a more resilient one. See which of your companies face that choice, product by product.
When that money moves, you see where it could advance the more sustainable outcome.
Shock readings show direction, not figures. They are our analysts’ estimates, never a live feed.
What happened, when, and the date we last checked.
Which depend on what it disrupted, and which gain.
Ranked by how directly it reaches them, and the spend it puts on the table.
The resilient options that could take that spend, from 106,000+ solutions.
Start from everything the company has made public that bears on sustainability, and everything others say about it. Where a data room opens, its numbers go into the same analysis.
Your own criteria go into every output across the companies you watch or hold. Not bolted on afterwards: the analysis arrives already framed for your committee.