Investment Projects

Modified on Thu, 23 Jan at 12:25 PM

In the investment projects list, you can add new targets for which you want to assess ESG risks. Once added you can access an overview of that specific investment project.



Investment Project Overview 


This is where you start the ESG Due diligence for a specific investment project. Once an ESG Due diligence survey is added the page provides you insights on:

  • How long time has it been since the last activity
  • The status of the ESG due diligence 
  • The number of Identified Post Mitigation Risks from the assessment. 
  • Find all documentation attached to the assessment under Attachments
  • Total number of Action Items created for the Investment project
  • Manage your ESG due diligence team for the specific investment project


Starting a New ESG due diligence survey 


From the Investment project overview page, you can start your ESG due diligence survey by clicking on Start Survey and choosing which Sustainability factors you wish to add to the specific project.



Add Member


You can add additional members to the investment project by clicking on Adding Member, type their name and email and select which part of the ESG due diligence survey they should have access to. These members are restricted from accessing the survey and can only see the Sustainability factors selected when invited to participate.


Added members can be removed from the investment project by choosing the three dots and clicking delete.




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