Three stages. One platform.

Sustainable investment is a lifecycle, not a checkbox.

From the moment you consider an investment to the day you exit, sustainability data shapes decisions. Trubient covers every stage.

Pre-Investment

Screen and assess targets before committing capital

Post-Investment

Monitor holdings and track improvement over time

Reporting & Audit

Generate disclosures with complete documentation

Stage 01

Pre-Investment Due Diligence

Before you commit capital, you need to know what you're buying. Not just the financial returns, but the sustainability profile that will shape regulatory classification, LP expectations, and reputational risk.

The old way takes weeks

Your analyst requests sustainability reports from the target. They arrive as PDFs—some 200 pages, some with no table of contents. The analyst reads through, hunting for specific metrics. They copy numbers into a spreadsheet, convert units, cross-reference with other sources. Three weeks later, you have a rough assessment.

Problem: By the time you have answers, the deal timeline has moved. You make decisions on incomplete data or you lose opportunities.

With Trubient, same day

Upload the target's documents. Our AI agents process them in parallel—one handles the sustainability report, another the annual filing, another the questionnaire responses. Within hours, you have structured data across all 15 metrics, with every value traced to its source page.

96×
Faster
100%
Traceable
250+
Indicators
Stage 02

Post-Investment Monitoring

After you invest, sustainability doesn't stand still. Your holdings evolve, regulations change, and your LPs expect ongoing transparency.

Continuous Updates

Automatically detect when new sustainability reports are published. Track changes in metrics over time. No more manual monitoring.

Threshold Alerts

Set alerts for metrics that matter. Get notified when a holding breaches your internal thresholds or regulatory requirements.

Portfolio Analytics

Aggregate sustainability data across your entire portfolio. See weighted averages, identify laggards, and track improvement over time.

Regulatory Change Ahead

SFDR 2.0 changes everything.

The European Commission's proposal moves from disclosure-based to category-based classification. Your Article 8 fund might not qualify under the new rules. The transition period starts in 2027.

New Product Categories Under SFDR 2.0
Art. 6 No sustainability objective (<10%) No mandatory disclosures
Art. 7 ≥70% contribution to transition strategy Partial PAB exclusions + fossil fuel restrictions
Art. 8 ≥70% alignment to integration strategy Limited PAB exclusions
Art. 9 ≥70% sustainable investments (≥15% taxonomy) Full PAB exclusions + additional restrictions
Art. 9a Sustainable investments + transition strategy Same as Art. 9

Trubient tracks your portfolio against these thresholds continuously. When your allocation shifts, you see immediately whether you're still within category requirements—before your next regulatory filing forces an uncomfortable reclassification.

Stage 03

Reporting & Audit

When it's time to disclose, you need data that auditors can verify. Trubient provides the documentation trail that makes compliance straightforward.

Regulatory Reports

Generate SFDR pre-contractual and periodic disclosures. Export data in formats required by your regulators and depositaries.

Complete Audit Trail

Every data point is timestamped and linked to its source. Auditors can verify any metric with a single click—no more digging through folders.

LP Reporting

Create custom reports for your investors. Show them exactly how their capital aligns with their sustainability mandates.

See how your portfolio maps to SFDR 2.0

We'll walk through your current holdings and show you exactly where you stand under the proposed categories.

Book Your Assessment