Answering investor and ESG questionnaires

-75% time per questionnaire

An institutional due diligence questionnaire has 100 to 300 questions across a dozen sections, and exceeds 400 once cybersecurity, ESG and compliance are added. The first complete answer takes 40 to 60 hours, later ones 15 to 25 hours. In a boutique management company, where the person in charge of investor relations also covers marketing, compliance and reporting, the consequence is familiar: anchor investors get a polished answer, smaller tickets get referred to the data room. Yet response windows have narrowed from fourteen to seven days, sometimes seventy-two hours.

The automated workflow

A structured process for fast, reliable results.

Building the library

Your past questionnaires, regulatory documents and track record are consolidated into a base of approved, dated answers.

Reading the questionnaire received

The document is analysed whatever its format, spreadsheet, PDF or investor portal, and each question is matched with the closest existing answer.

Drafting the first version

Answers are produced at the expected level of detail, reusing your approved wording and adapting it to the question actually asked.

Consistency check

Figures and commitments are checked for consistency from one questionnaire to the next, an area where 73% of submitted answers currently show discrepancies.

Tangible results

-75%

Time to answer an investor questionnaire

60%

Questions already covered by the library

72 h

Deadline met on a 300-question questionnaire

Up and running in 4 to 6 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Answering investor and ESG questionnaires

Yes. Manual ESG scoring takes 3 to 5 hours per portfolio company, 60 to 100 hours for a portfolio of twenty companies. Data collected from portfolio companies feeds the answers directly, which markedly speeds up annual production.

Every proposed answer links to its source in the library and shows its last approval date. Human review remains mandatory before sending, with review time cut to a few hours.

Every questionnaire processed enriches the base, and dated items are automatically flagged for review, such as headcount, assets under management or performance. Quality improves with every cycle.

The same care becomes possible on a fifty-question questionnaire from a modest LP as on a five-hundred-question one from an institution. Every investor receives an anchor-quality answer, which matters when preparing the next fund vintage.

More workflows: Portfolio Monitoring & LPs

-75% time on quarterly collection

Portfolio company reporting consolidation

Each portfolio company sends its figures in its own way: a home-made spreadsheet, an export from a management tool, a PDF tax return, sometimes a simple email. Portfolio teams spend two to three full days per company each quarter chasing, re-keying and harmonising, in workbooks that pile up tabs and track fifteen to twenty indicators per line. The consolidated view arrives late and remains fragile, even though 94% of professional spreadsheets contain at least one critical error.

5 to 7 weeks

Discover

-70% time on the quarterly cycle

Quarterly letter and investor documents

The quarterly cycle takes around sixty hours of an investor relations team's time: assembling reports specific to each LP, checking IRRs and multiples against the fund's accounts, capital account statements, then distribution tracked in a spreadsheet. The time between quarter close and delivery commonly reaches five working days, while institutional investors expect delivery within forty-eight hours. A single formula error spreads through every statement and costs credibility with the advisory committee.

5 to 7 weeks

Discover

See all workflows: Portfolio Monitoring & LPs