The Responsible Investment Platform for the Alternative Investment Sector

Limited partners and lenders identify, aggregate and monitor investment managers via our ratings, data collection features and case studies

Alternative investment managers expand their visibility on RI-related performance with the limited partner and lender communities

All members receive access to a workflow management platform with essential reporting, educational, research and productivity tools

IMMEDIATE TRANSPARENCY FOR LIMITED PARTNERS AND LENDERS

Construct your portfolio from our list of existing managers or invite additional firms to complete our digital assessment of manager practices or respond to custom data requests.

Our software provides benchmarking, ratings and case studies.

INVESTMENT MANAGER SOFTWARE & SUPPORT

Managers and their portfolios have access to education and training, peer insights, productivity and reporting tools along with BuildRI’s in-house team of experts.

From seamless portfolio data collection through the ability to share portfolio company case studies and profiles with limited partners and lenders, our platform provides the essentials to build value for all stakeholders.

Our Platform Provides a Unique Set of Insights, Tools and Access to Expert Support for Responsible Investors

Features

	Digital Platform	Managed Solutions
	Best for Companies Seeking a Self-Service Option	Best for Individual Companies	Best for Limited Partners and Investment Managers
Managed Solution Features
24-Hour Support from ESG Experts	N/A
Initial Assessment Review	N/A
Annual Company Review	N/A
Annual Portfolio Review	N/A	N/A
Portfolio Analytics	N/A
Executive Training Session	N/A
Access to BuildESG Network	N/A
Core Platform Features
ESG Assessment Analytics & Action Items
Knowledge Sharing Forum
Due Diligence Assessment
Supply Chain Program
Capital Planning Questionnaire
ESG Content Library
Policy Retention Library
BuildESG Badge
Starting At	Contact Us

Best for Companies Seeking a Self-Service Option
Managed Solution Features
24-Hour Support from ESG Experts	N/A
Initial Assessment Review	N/A
Annual Company Review	N/A
Annual Portfolio Review	N/A
Portfolio Analytics	N/A
Executive Training Session	N/A
Executive Training Session	N/A
Core Platform Features
ESG Assessment Analytics & Action Items
Knowledge Sharing Forum
Due Diligence Assessment
Supply Chain Program
Capital Planning Questionnaire
ESG Content Library
Policy Retention Library
BuildESG Badge
Starting At	Contact Us

Best for Individual Companies
Managed Solution Features
24-Hour Support from ESG Experts
Initial Assessment Review
Annual Company Review
Annual Portfolio Review	N/A
Portfolio Analytics
Executive Training Session
Access to BuildESG Network
Core Platform Features
ESG Assessment Analytics & Action Items
Knowledge Sharing Forum
Due Diligence Assessment
Supply Chain Program
Capital Planning Questionnaire
ESG Content Library
Policy Retention Library
BuildESG Badge
Starting At	Contact Us

Best for Asset Managers
Managed Solution Features
24-Hour Support from ESG Experts
Initial Assessment Review
Annual Company Review
Annual Portfolio Review
Portfolio Analytics
Executive Training Session
Access to BuildESG Network
Core Platform Features
ESG Assessment Analytics & Action Items
Knowledge Sharing Forum
Due Diligence Assessment
Supply Chain Program
Capital Planning Questionnaire
ESG Content Library
Policy Retention Library
BuildESG Badge
Starting At	Contact Us

All the Features to Launch, Support and Monitor Your Responsible Investment Practices

How We Compare

VERSUS

	BuildRI Platform	Spreadsheet Programs	ESG Reporting Software	Private Markets Reporting Software
24 Hour Support from ESG Experts		N/A	N/A	N/A
ESG Training		N/A	N/A	N/A
ESG Assessments for Investors, Companies, Portfolios, Vendors and Acquisition Targets		N/A	N/A	N/A
Customized ESG Action Item Lists		N/A	N/A	N/A
Access to ESG Network for Specialized Needs		N/A	N/A	N/A
Private, Online Forum to Connectand Share across yourPortfolio and Firm		N/A	N/A	N/A
Task Management Features		N/A	N/A	N/A
Document Collaboration and Retention		N/A	N/A	N/A
ESG Portfolio Risk Evaluation		N/A	N/A	N/A
BuildRI Badge		N/A	N/A	N/A
Benchmarking
Extensive Formatting Capabilities	All reports are downloadable		N/A
Reporting Templates for Multiple ESG Standards (TCFD, SASB, GRI, UNGC)	N/A	N/A		N/A
Specialized ESG Data Reporting (Carbon footprint)	N/A	N/A		N/A

Features
24 Hour Support from ESG Experts
ESG Training
ESG Assessments for Investors, Companies, Portfolios, Vendors and Acquisition Targets
Customized ESG Action Item Lists
Access to ESG Network for Specialized Needs
Private, Online Forum to Connect and Share across your Portfolio and Firm
Task Management Features
Document Collaboration and Retention
ESG Portfolio Risk Evaluation
BuildESG Badge
Benchmarking
Extensive Formatting Capabilities	All reports are downloadable
Reporting Templates for Multiple ESG Standards (TCFD, SASB, GRI, UNGC)	N/A
Specialized ESG Data Reporting (Carbon footprint)	N/A

Features
24 Hour Support from ESG Experts	N/A
ESG Training	N/A
ESG Assessments for Investors, Companies, Portfolios, Vendors and Acquisition Targets	N/A
Customized ESG Action Item Lists	N/A
Access to ESG Network for Specialized Needs	N/A
Private, Online Forum to Connect and Share across your Portfolio and Firm	N/A
Task Management Features	N/A
Document Collaboration and Retention	N/A
ESG Portfolio Risk Evaluation	N/A
BuildESG Badge	N/A
Benchmarking
Extensive Formatting Capabilities
Reporting Templates for Multiple ESG Standards (TCFD, SASB, GRI, UNGC)	N/A
Specialized ESG Data Reporting (Carbon footprint)	N/A

Features
24 Hour Support from ESG Experts	N/A
ESG Training	N/A
ESG Assessments for Investors, Companies, Portfolios, Vendors and Acquisition Targets	N/A
Customized ESG Action Item Lists	N/A
Access to ESG Network for Specialized Needs	N/A
Private, Online Forum to Connect and Share across your Portfolio and Firm	N/A
Task Management Features	N/A
Document Collaboration and Retention	N/A
ESG Portfolio Risk Evaluation	N/A
BuildESG Badge	N/A
Benchmarking
Extensive Formatting Capabilities	N/A
Reporting Templates for Multiple ESG Standards (TCFD, SASB, GRI, UNGC)
Specialized ESG Data Reporting (Carbon footprint)

Features
24 Hour Support from ESG Experts	N/A
ESG Training	N/A
ESG Assessments for Investors, Companies, Portfolios, Vendors and Acquisition Targets	N/A
Customized ESG Action Item Lists	N/A
Access to ESG Network for Specialized Needs	N/A
Private, Online Forum to Connect and Share across your Portfolio and Firm	N/A
Task Management Features	N/A
Document Collaboration and Retention	N/A
ESG Portfolio Risk Evaluation	N/A
BuildESG Badge	N/A
Benchmarking
Extensive Formatting Capabilities
Reporting Templates for Multiple ESG Standards (TCFD, SASB, GRI, UNGC)	N/A
Specialized ESG Data Reporting (Carbon footprint)	N/A

Partnerships

We are proud to be a partner of the ESG Data Convergence Initiative (EDCI), an industry-led initiative which aims to streamline the collection of ESG data and to create a critical mass of meaningful, performance-based, comparable ESG data from private companies.

BuildRI Members can submit ESG data directly to the EDCI through our BuildRI KPI Data Collection feature.

For more information or to request a demo, please email: info@buildesg.com