Measure, report, and scale your impact investments

Impact investing

Impact investors work across diverse sectors, geographies, and investee types, often receiving ESG and impact updates in inconsistent formats and varying levels of detail. 

Narrative reports, ad-hoc spreadsheets, PDFs, and email submissions make it difficult to maintain a clear, comparable view of financial KPIs, impact metrics, and ESG risks.

Limited technology budgets and lean teams often mean CRM, monitoring, and reporting are spread across multiple tools. This increases manual work and makes it harder to meet LP, DFI, SFDR, and IFC reporting requirements with confidence and consistency.

As portfolios expand, the operational burden of collecting, standardising, and validating financial and impact data grows, stretching teams and slowing decision making

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How we help

What you can expect

Equipped brings financial, ESG, and impact data together in a single, consistent system designed for lean impact investing teams.

  • Unified portfolio management
    Consolidate financial metrics, ESG indicators, impact KPIs, and narrative updates from all investees into one platform. Data is standardised automatically, giving teams a reliable and comparable view across the portfolio.
  • Automated impact and compliance reporting
    Generate SFDR-aligned, IFC-aligned, and DFI-ready reports with configurable dashboards, standardised indicators, and complete audit trails.
  • Designed for lean, multi-country teams
    Replace fragmented spreadsheets, forms, and email workflows with a single system that supports structured data capture, document uploads, and streamlined reporting, allowing teams to focus on investment decisions and value creation.

With Equipped, impact investors gain transparent, traceable, and consistent reporting across financial and impact performance, strengthening accountability to LPs, DFIs, and stakeholders while reducing operational effort.

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Book a demo

See Equipped in action

Discover how Equipped can help you manage impact and financial data in one platform. Book a demo today to gain real-time portfolio visibility, automate ESG reporting, and deliver credible, transparent insights to your stakeholders.

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