Invest Europe Software
The private equity sector manages over $10 trillion in assets worldwide. Limited Partners — pension funds, family offices, insurance companies, sovereign wealth funds — have integrated ESG criteria into their allocation decisions.
Failing to demonstrate the ESG quality of your portfolio risks being excluded from the most sophisticated LPs' requests for proposals.
Harnest structures the ESG data collection from your portfolio companies and aggregates the data at the fund level for your LP reporting.
Who is Invest Europe for?
The Invest Europe guidelines apply to private equity, venture capital, and infrastructure funds active in Europe:
- SFDR Article 8 or 9 funds require reliable ESG data from their portfolio companies to meet their commitments
- Institutional LPs are progressively integrating ESG criteria into their allocation decisions — a fund without structured reporting is considered high-risk
- Portfolio companies — often SMEs and mid-caps — need a framework tailored to their size for collecting their ESG data
- SFDR regulations require asset managers to publish precise information on the principal adverse impacts (PAI) of their investments
From due diligence to LP reporting: Harnest covers it all.
Invest Europe guidelines cover a wide range: carbon footprint of portfolio companies, governance practices, working conditions, diversity policy, and ESG risk management at the fund level.
Harnest structures this data collection at two levels — company and fund — so that each piece of data collected once automatically feeds into the aggregated reporting.
Structured due diligence
Assess the ESG maturity of each portfolio company at acquisition and throughout the holding period. Harnest Companion detects deviations in key indicators between two measurement points.
132 data points covered
Core and additional indicators by sector, aggregated at the fund level. A single collection effort simultaneously feeds Invest Europe, SFDR, and WeAreEurope — without re-entry.
Audit-ready LP reporting
Data traceable from source to deliverable, complete audit trail, customizable access for your LPs and external auditors. Your SFDR Article 8 and 9 commitments are documented and defensible.
Invest Europe · WeAreEurope: one effort, multiple reports
The Invest Europe guidelines were designed to be compatible with SFDR requirements and the WeAreEurope framework.
In Harnest, this convergence logic is natively implemented: a data point collected once feeds multiple frameworks simultaneously. For a fund that needs to comply with SFDR requirements, Invest Europe guidelines, and the WeAreEurope framework simultaneously, this represents a significant efficiency gain.
Ready to structure your fund ESG reporting?
Your LPs are becoming increasingly demanding about the ESG quality of your portfolio companies.
Harnest provides you with the data infrastructure to meet these demands — without burdening your portfolio companies.