ESG readiness for private markets
Make ESG something
you can prove.
One secure AI workspace where managers, the companies they back, and their investors collect, analyse and report ESG and financial data — replacing email chains and spreadsheets with a single auditable system.
01Capabilities
One workspace for the entire reporting lifecycle.
From first readiness check to audit-ready report — collected, analysed and reported in one auditable place.
- 01
Assess ESG readiness
Baseline every entity against CSRD, SFDR, TCFD and ISO 14001, and see the gaps before an auditor does.
- 02
Review documents and surveys
Upload policies, surveys and portfolio documents. AltoaX extracts, checks and traces every figure back to its source.
- 03
Compile audit-ready reports
Turn reviewed evidence into branded, traceable compilation reports your stakeholders and auditors can trust.
- 04
Portfolio intelligence and discovery
Monitor ESG and financial performance across the portfolio, and discover the partners and investors that fit.
02Platform and services
Run it yourself, or build and deliver it with us.
AltoaX is a product your team can run today — and a team that designs, builds and delivers the system with you.
Platform
The system anyone can run.
- A shared AI workspace for managers, the companies they back and their investors
- ESG readiness, document and survey review, and compilation reporting
- Portfolio intelligence and discovery, with traceable outputs
- Secure, role-aware access — everyone sees only what they should
Build and deliver
We design, build and run it with you.
- Bespoke platform development — secure data platforms, built to your workflow
- ESG advisory and implementation, led by specialists
- Managed delivery, including the ISO 14001 Audit-Readiness Sprint
- Hands-on onboarding so your team is audit-ready faster
03What changes
From stitched-together to a single source of truth.
Email chains and shared inboxes
One shared, role-aware workspace
Figures re-keyed across spreadsheets
Every figure traced back to its source document
Readiness assessed once a year, in a panic
Continuous readiness against CSRD, SFDR, TCFD and ISO 14001
Reports stitched together by hand
Audit-ready compilation reports auditors and investors can trust
Who saw what is a guess
Access reviewed, approved and enforced at the data layer
04Built for enterprise trust
Security and traceability, by default.
Enterprise-grade controls so the people who rely on your numbers — auditors, investors and regulators — can trust them.
Traceable by design
Every figure links back to the source document it came from, so reviews and audits stand up to scrutiny.
Role-aware access
Managers, the companies they back and their investors share one workspace and see only what they should, enforced at the data layer.
Encrypted and gated
Data is encrypted in transit and at rest, and access is reviewed and approved — never self-serve.
Built to SOC 2 controls
Engineered against SOC 2 control practices, with security and compliance treated as product requirements.
05Questions
Questions, answered plainly.
Q.01Is AltoaX SOC 2 certified?
No. AltoaX is engineered against SOC 2 control practices; we do not claim certification, assurance or a completed audit.
Q.02Can the AI make figures up?
No. Every figure is traced back to the source document it came from. The assistant leads with the evidence and the next action, and flags what is missing rather than inventing it.
Q.03Do we have to sign ourselves up?
No. Access is request-and-approve — no account is created until your request has been reviewed and approved.
Q.04Which frameworks are covered?
CSRD, SFDR, TCFD, ISO 14001 and TNFD. ESG readiness is an operational heuristic to help you prepare — it is not legal advice, certification or assurance.
Q.05Where does our data live, and who can see it?
Data is encrypted in transit and at rest, and access is role-aware and enforced at the data layer, so managers, the companies they back and their investors each see only what they should.
Get started
See AltoaX on your own data.
Tell us the workflow, reporting obligation or process you want to test first. We will show you how AltoaX handles it — and where our team can help.
No account is created until your request is approved.