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Configuration

Creating portfolio companies

To create a new company:

1. Log in to the application and locate the Admin section in the left-hand sidebar menu.

2. From the Admin menu, select Company management.

3. On the Company management page click + Add company.

a. If there are no previously registered companies you will find the + Add company button at the center of the page.

b. If there are previously registered companies you will find the + Add company button at the top right of the page.

Configuration

Adding portfolio companies

Accessing the Feature

Navigate to:

Company Management → Click + Add Company (top-right corner). A full-screen form will appear, allowing you to complete company details across multiple sections.

1. Company details

  • Company’s legal name (required)
    Full registered name of the company.
  • Identifier
    Optional internal or national ID (e.g. registration number).
  • Administrator
    Select one or more existing users from the dropdown.
    Or click + Add new administrator to manually invite one:
    • Required: Email, Name, Surname
  • Assign to Fund
    Choose the fund this company belongs to. This connects the company to fund-level views and access.

2. Headquarters address

  • Add company headquarters by clicking + Add branch address
  • Enter address and optional Website address

3. Company size

  • Year founded
    Enter the founding year.
  • Full-time employees per year
    Add the number of full-time equivalent (FTE) employees for a given year.
    Use + Add year to enter multiple values.
    Click 🗑 to remove a year.
  • Company cap size
    Optional free-text field to describe capitalisation or legal size.

4. Industry classification

Use dropdowns to select the company’s industry classification based on the NACE code hierarchy:

  • NACE Level 1
  • NACE Level 2
  • NACE Level 3
  • NACE Level 4 (if applicable)

These are used for sector reporting and benchmarking.

5. Assign products

  • Choose which platform products or modules will be made available to this company.
  • Products assigned here will be accessible across all companies in the selected fund.
  • You can update individual access later in the Company Overview.

Final step

Once all mandatory fields are completed:

  • Click Add company to register the company.

  • New administrators (if any) will automatically receive an onboarding invitation via email.

Notes

  • A company must have at least one administrator and one fund assignment.
  • All inputs can be edited later via Company → Actions → Edit Data.
  • Industry and employee data help generate analytics, reporting benchmarks, and compliance checks.

Configuration

Managing administrators for portfolio companies

You can assign or update administrators either when creating a new company or when editing general data for an existing one. Administrators have access to manage company-level tasks, respond to questionnaires, and oversee submissions. Multiple administrators can be assigned to the same company.

When Adding a New Company

During company creation:

  • In the Administrator field, use the dropdown to select one or more users from the existing administrator list.

  • To add someone not yet in the system, click + Add new administrator.
    A form will appear where you must enter:
    • Email address (required)
    • First name (required)
    • Last name (required)
      You can add multiple administrators by clicking + Add another administrator.
  • New administrators will be invited via email after the company is created.

When Editing an Existing Company

To update administrator access:

  • Go to:
    Company Management → Company → Actions → Edit Data → General Information → Manage Data

  • Scroll to the Administrator section.

  • You will see currently assigned administrators with the option to remove them.
  • To add new ones:
    • Click + Add new administrator to open the manual input form.
    • Provide the email, name, and surname.
    • Click + Add another administrator to add more if needed.
    • Use the trash icon 🗑 to remove any entry before saving.
  • Changes will be saved once you confirm and submit the update.

Notes

  • Each company must have at least one administrator.
  • Invitations are automatically triggered for new email addresses.
  • Assigned administrators can later be edited or removed if access needs change.

Configuration

Edit Company data

The Edit Company Data function allows administrators to update both general and financial details for existing portfolio companies.

Accessing the Edit Function

1. Go to Admin → Company Management

2. In the company list, find the desired company and click Edit data

3. Choose one of the two available tabs:

a. General Information
b. Financial Data

Edit General Information

Click General Information → Manage data
This section mirrors the process used when creating a company and includes the following fields:

General Information Form

1. Company’s legal name (required)
2. Identifier (e.g. national registry number)
3. Administrators

  • Select from existing users or
  • Click + Add new administrator and fill in:
    • Email address
    • Name
    • Surname
  • Use + Add another administrator to add more entries

4. Assign to fund – select the relevant fund

5. Additional Information:

  • Headquarter address
  • Website address
  • Year founded
  • Full-time employees per year (add/delete years as needed)
  • Company cap size
  • Industry classification (via NACE Level 1–4 dropdowns)
  • Assign products – defines which modules will be available

Click Save to confirm your changes.

Edit Financial Data

Click Financial Data in the top tab bar. You will see a table with financial metrics by year.
You can choose to:

Manage an Existing Year

1. Click the three-dot menu beside the year
2. Select Manage data

Editable fields include:

  • Invested amount (€M)
  • Revenue (€M)
  • Net asset value (€M)
  • Current value of investment (€M)
  • Committed amount (€M)
  • Company valuation (€M)
  • Investee Company’s Enterprise Value (EVIC) (€M)

Click Save changes when done.

Add new year

1. Click the + Add year button
2. In the modal window, choose a year from the dropdown
3. Fill in the available metrics (same as above)
4. Click + Add year to save

Delete year

  • Open the three-dot menu for the selected year
  • Click Delete year
  • Confirm removal

Notes

  • Only users with edit permissions can access this functionality
  • Changes are saved in real time and reflect immediately across reporting modules
  • Financial values are entered in millions of euros (€M)
  • You can return anytime to update or add missing data

Questionnaire Builder

Overview

The Questionnaire Builder is a powerful tool that allows you to create, manage, and receive structured questionnaires directly within the platform. It enables you to collect non-financial data from internal and external stakeholders through a single portal, supporting the entire process of data collection, management, and reporting in a standardised and auditable way. The tool also allows you to export pre-aligned questions from universal frameworks and standards such as GRI, ESRS, and SFDR building consistency and compliance across all assessments.

Upon accessing the Questionnaire Builder, you will land on the Management interface. This section is divided into two main tabs:

1. Templates: Here you can create new and manage existing questionnaire templates.
2. Questionnaires received: Where you can view responses submitted by external organisations

Questionnaire Builder

Starting point

When you first enter the Questionnaire Builder and no templates have been created yet, you will see a welcome screen with the message:

“No templates yet. You can create a template by clicking the button below.”

To begin creating your first questionnaire:

1. Click the + New template button located in the upper-right corner.

2. You will be guided through a step-by-step process to define the name, structure, and content of your questionnaire.

Questionnaire Builder

Fund level – 00: Creating a Questionnaire Template (Fund)

When a Fund-level user clicks on a template or selects + New template, they are redirected to the template editor interface. This is where the structure and content of a custom questionnaire is created.

Questionnaire Builder

Fund level – 01: Initial Template State

If no content has been added yet, the interface will show a blank canvas with the message:

“No pages yet. This questionnaire doesn’t have any pages yet. Click the button below to get started.”

To begin structuring your questionnaire, click the + New Page button.

Questionnaire Builder

Fund level – 02: Adding Pages and Sections

Each questionnaire is made up of pages, which can contain one or more sections.

  • A Page acts like a chapter in a document — a container for multiple sections.
  • A Section holds the actual questions, grouped by topic, theme, or logic.

By default, the system creates Page 1 automatically. Pages cannot be deleted if they are the only one in the template.

Options available:

  • Rename the page using the Page name input field
  • Add a brief description to guide respondents
  • Click + Section to begin adding content
  • Click + Add page to introduce another structural block

Questionnaire Builder

Fund level – 03: Template settings and actions

At any point during the template creation process, the following actions are available in the top-right corner:

A. Preview: Allows you to view the questionnaire as respondents will see it
B. Confirm template: Locks the structure and makes it ready for distribution (only available after at least one question is added)
C. Settings menu (3-dot icon):

  • Edit details: Change name, icon or colour
  • Settings: Manage template configuration
  • Copy link: Create shareable preview (for internal users only)
  • Publish: Mark template as ready to use
  • Duplicate: Clone the template for reuse or editing
  • Delete: Permanently remove the template (if not already used)

Preview, confirm template and settings

Questionnaire Builder

Fund level – 04: Adding questions to a template

Once a section has been created, you can begin adding questions using a variety of field types to match the data format required.

Step 1: Create a Section

Each page may contain multiple sections, which are designed to group related questions.

  • Give the section a name
  • Optionally add a description to guide respondents

Step 2: Add a Question

Click + New question inside the section to add your first question. Each question is automatically numbered (e.g. Q.01, Q.02, etc.).

You will be prompted to:

  • Write your question text
  • Choose a question type from the field selector
  • Save the question or cancel if not needed

To edit or delete a question, use the three-dot menu (⋮) next to the question.

Step 3: Choose Question Type

The Questionnaire Builder supports a wide range of field types, grouped by function:

1. Select field

  • Single choice (radio buttons)
  • Multiple choice (checkboxes)
  • Boolean (Yes/No)

2. Text field

  • Plain text field
  • Rich text field
  • Description (read-only for informational text)

3. Numerical field

  • Unit (e.g. tonnes, litres)
  • Monetary (currency)
  • Percentage

4. Date and time

  • Date picker
  • Year, Month
  • Year-Month-Day structure

5. Rating and scale

  • 5 stars
  • Scale (e.g. 1 to 10)

6. Media

  • Image upload (for visual responses or evidence)

Questionnaire Builder

Fund level – 05: Question saved – Reviewing and editing

Once a question is saved, it appears directly within the section view, fully formatted and numbered. In the example shown, question Q.01 has been saved as a single choice question with three response options.

What You See

Each saved question includes:

  • A unique question ID (e.g. Q.01)
  • The full question text
  • The response field (e.g. options for single or multiple choice)
  • Action icons for managing the question

Available Actions

Hovering over or clicking the question reveals the following controls:

  • Edit ✏️: Opens the question for changes
  • Duplicate 📄: Creates a copy of the question (useful for reusing formats)
  • Delete 🗑️: Removes the question from the template
  • Drag handle (⋮⋮): Reorder the question within the section

You can continue adding more questions by selecting + New question. Each new question will be automatically numbered in sequence.

Tips for Authors

  • Use short and clear text for response options
  • Group related questions within a section to improve readability
  • Use a mix of question types (numeric, text, Boolean, etc.) based on the kind of data you expect

Once your questions are finalised, proceed to Preview the template and then click Confirm template to activate it for sending.

Questionnaire Builder

Fund level – Question type: Selection fields

The Select field is designed for structured responses based on predefined options. It supports three formats: Single choice, Multiple choice, and Boolean. Each of these allows you to control how respondents interact with a question.

1. Single Choice

Allows the respondent to select only one answer from a predefined list.

Configuration:

  • Disclosure description: Write the question or prompt
  • Style options:
    • Dropdown list (compact and clean for many options)
    • Radio buttons (recommended for short, visible lists)
  • Add options one by one (e.g. Option 1, Option 2, Option 3)
  • Save to apply the configuration

End-user view:

  • Dropdown appears with single-select behavior or
  • Radio buttons show all options inline

2. Multiple Choice

Allows the respondent to select more than one answer.

You will be prompted to:

Configuration:

  • Same as Single Choice:
    • Disclosure description
    • Choose between Dropdown list or Check boxes
  • Add multiple selectable options
  • Save once all options are defined

End-user view:

  • Dropdown with multi-select capability or
  • List of checkboxes, each representing an option

3. Boolean (Yes/No, True/False, etc.)

Boolean questions simplify binary choices.

Configuration:

  • Disclosure description
  • Choose style: Dropdown list or Radio buttons
  • Preset choices:
    • Yes/No
    • True/False
    • Agree/Disagree
    • Custom set (define your own labels, e.g. “Compliant” / “Non-compliant”)

End-user view:

  • Compact dropdown or
  • Inline radio buttons (e.g. Yes / No)

Tips for Select Fields

  • Use Single choice when only one option makes sense (e.g. “Which region are you located in?”)
  • Use Multiple choice for multi-selectable categories (e.g. “Which certifications do you hold?”)
  • Use Boolean for clear, binary outcomes (e.g. “Is the site ISO-certified?”)

Each field is saved individually and can be edited or reordered at any time.

Questionnaire Builder

Fund level – Question type: Text Field

Text fields are used when the respondent needs to provide an open-ended answer. The Questionnaire Builder offers three text field options: Plain text, Rich text, and Description (Read only).

1. Plain Text Field

The Plain text field allows respondents to enter short, unstyled answers — ideal for identifiers, short descriptions, or direct responses.

Configuration:

  • Add a disclosure description (the question or instruction)
  • Select Plain text field from the dropdown
  • Save the field to display it in the section

End-user view:

  • Simple one-line input box
  • Clean and minimal user interface
  • Ideal for fields like: “Name of facility”, “Country of incorporation”, “Main product”

2. Rich Text Field

The Rich text field enables longer responses with formatting options. Use this when a respondent needs to elaborate or structure a response.

Configuration:

Add a disclosure description
Choose Rich text field
Save to display

End-user view:

  • Text box with formatting toolbar:
    • Bold, italic, underline
    • Bullet lists, numbered lists
    • Text alignment (left, center, right)
  • Ideal for: “Describe your climate strategy”, “Provide commentary on ESG performance”, etc.

3. Description (Read Only)

This field is used not for collecting input, but to provide informational text or instructions within the questionnaire.

Configuration:

  • Add a label or note in the description box
  • Select Description (Read only) field type
  • Save

End-user view:

  • Static text display
  • No input expected from the respondent
  • Common use cases:
    • Section instructions
    • Notes explaining terminology
    • Visual dividers between groups of questions

Tips for Using Text Fields

Use Plain text for short, factual answers
Use Rich text when formatting or detailed responses are expected
Use Description to guide or inform without requiring input

You can mix all three field types within the same section or page depending on your content needs.

Questionnaire Builder

Fund level – Question type: Numerical fields

Number fields are used to collect quantitative responses. The Questionnaire Builder provides three variants: Plain number field, Unit, and Percentage — each adapted for specific data types.

1. Plain Number Field

This field allows users to input numeric values with basic formatting.

Configuration:

  • Add a disclosure description
  • Select: Plain number field
  • Option: enable “Allow negative values” for datasets such as financial losses, emissions reduction, etc.
  • Save the field

End-user view:

  • Increment/decrement arrows for value selection
  • Negative input is allowed if the toggle was enabled
  • Suitable for: “Number of employees”, “Total production volume”, etc.

2. Number Field with Unit

This field collects numeric values with a measurable unit (e.g. m³, kg, CHF).

Configuration:

Enter the disclosure description
Select Number field: Unit
Define the unit label (can be pre-filled or typed manually)
Save

End-user view:

Number field followed by a unit label (e.g. 1200 m³)
Suitable for: “Water consumption”, “Waste generated”, “Revenue in CHF”

3. Percentage Field

Used when a response must be expressed as a percent value.

Configuration:

  • Write the disclosure description
  • Select Number field: Percentage
  • Save the field

End-user view:

  • Numeric input with % symbol appended
  • Useful for: “Percentage of renewable energy used”, “Women in leadership roles (%)”, etc.

Tips for Using Number Fields

  • Plain number is ideal for raw counts or financial values
  • Use Unit to avoid confusion about measurement context
  • Apply Percentage when benchmarking or performance tracking
  • Activate “Allow negative values” when appropriate (e.g. carbon offsets)

All number fields are validated to ensure input correctness and formatting, enhancing the reliability of collected data.

Questionnaire Builder

Fund level – Question type: Date fields

Date fields are used to collect temporal data — either a single point in time or a time range. The Questionnaire Builder offers three formats for date input: Year, Year-Month, and Year-Month-Day.

Each format allows selection of either:

  • A single date
  • A range of dates

1. Date (Year Only)

This is the most basic date format, allowing the respondent to select or input a single year.

Configuration:

  • Add a disclosure description
  • Select Date: Year
  • Choose between Single date or Range of dates
  • Save the question

End-user view:

  • Dropdown field with year selector
  • If using a range, two fields will appear: From and To

Example use cases:

  • “What year was the facility established?”
  • “Report emissions from 2022 to 2023”

2. Date (Year and Month)

Allows the respondent to provide more granular date input, including the specific month.

Configuration:

  • Select Date: Year, Month
  • Choose between Single date or Range of dates
  • Save

End-user view:

  • Input in YYYY-MM format
  • Calendar picker assists the user

Example use cases:

  • “Select the month of last audit”
  • “Period of production activity”

3. Date (Year, Month, Day)

This is the most precise date format and includes full calendar date selection.

You will be prompted to:

Configuration:

  • Select Date: Year, Month, Day
  • Choose between Single date or Range of dates
  • Save

End-user view:

  • Users interact with a calendar-style date picker
  • Range format displays From and To fields

Tips for Using Date Fields

  • Choose the simplest format that meets your reporting needs to avoid overburdening the respondent
  • Use range mode when comparing periods or reporting over time
  • Combine date fields with text or numeric questions for contextual answers (e.g. financial year and total revenue)

Questionnaire Builder

Fund level – Question type: Rating field

The Rating input allows users to respond to a question using a fixed scale, either via stars or descriptive labels. This input is best used for subjective assessments (e.g. satisfaction, likelihood, performance) where numeric or qualitative scoring is relevant.

Types

  1. 5-star rating

Displays a horizontal row of five clickable stars. Each selected star represents an increasing score from 1 to 5.

  • Use case: Quick qualitative feedback (e.g. satisfaction, usefulness).
  • Display options: Stars only, no additional labels.

2. Rating scale

Offers a set of predefined or custom descriptive options presented as radio buttons.

  • Preset choices:
    • Agreement (e.g. Strongly disagree → Strongly agree)
    • Experience (e.g. Very poor → Excellent)
    • Impact (e.g. None → Very high)
    • Importance (e.g. Not important → Very important)
    • Likelihood (e.g. Very unlikely → Very likely)
    • Satisfaction (e.g. Very dissatisfied → Very satisfied)
    • Performance (e.g. Very poor → Excellent)
  • Users may also manually create their own scale by editing each option.
  • Use case: Structured evaluation based on user perception or judgment.

Configuration

  • Disclosure description: Optional explanatory text to guide the user.
  • Preset scale selection: Admin can choose from predefined scales or build a custom one.
  • Option management: Options can be added, removed, or reordered by the admin.
  • Response view: In the final user interface, only the selected label or number is shown.

Output

  • For 5-star rating, a numeric value from 1–5 is stored.
  • For rating scale, the selected label is saved as a string (e.g. “Neutral”, “Very high”).

Questionnaire Builder

Fund level – Question type: Image input

The Image input allows users to upload visual content to support or illustrate their responses. This field is useful for attaching evidence, diagrams, scanned documents, or any visual verification required in the questionnaire.

Types

Accepted formats

  • Supported file types: JPEG, PNG, TIFF, BMP, HEIF/HEIC, SVG
  • Max file size: 30 MB per image

Configuration

  • Image title or description: Optional text field where the respondent can provide a short label or context for the uploaded image.
  • Upload button: Triggers the file picker and allows users to select and attach an image.
  • Preview & delete: Once uploaded, a thumbnail preview is displayed along with an option to remove the image before saving.

Behaviour

  • Only one image can be uploaded per input field.
  • Upload is disabled until a file is selected.
  • If no image is uploaded, the field remains empty.

Use cases

  • Uploading evidence of compliance (e.g. certificates, screenshots, physical proof)
  • Attaching supporting visual material (e.g. floorplans, graphs, product labels)
  • Collecting visual data for manual or automated review

Questionnaire Builder

Fund level – 06: Confirm template

The Confirm template function finalises the structure and content of a questionnaire. Once confirmed, the template becomes locked for editing and is ready to be distributed to respondents.

Modal description

When clicking the Confirm template button, a confirmation modal appears with the following options:

  • Cancel: Return to the editor to continue making changes.
  • Confirm: Finalise the template and mark it as ready for use.

Behaviour

  • Once confirmed, the template cannot be edited unless it is duplicated or unlocked by a system administrator.
  • Confirmation is required to ensure the integrity of the questionnaire before distribution, especially in compliance or audit-driven contexts.

Use cases

  • Locking a standardised assessment before distributing it to multiple entities.
  • Finalising regulatory or ESG templates to prevent accidental modifications.
  • Preparing a version-controlled format for consistent data collection.