Planning the onboarding
Notify the Atlas team of your desired 'go live' date for portfolio company accounts. Keep in mind that the onboarding process can only begin at least one week after this date.
Announcing the onboarding
š” Engagement with portfolio companies on ESG topics is an effective mechanism for improving ESG performance. We encourage you to take an active role in engaging portfolio companies, especially during the initial onboarding to maximize outcomes for everyone.
Steps to take before onboarding:
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Inform Your Portfolio: Let your portfolio companies know in advance that you'll be requesting ESG data from them. This heads-up prepares them for your upcoming request and sets clear expectations (such as the number of disclosures required and whether providing all data is mandatory).
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Clarify the Purpose: Explain the reasons behind your ESG data request. This could be due to regulatory requirements like SFDR or commitments to Limited Partners (LPs). Also, if relevant, mention any legal basis for data collection, such as information rights as an investor or contractual obligations of the companies to provide ESG data.
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Introduce Atlas Metrics: Share that you've chosen Atlas Metrics for efficient data collection, emphasizing the ease and effectiveness of the platform.
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Outline the Timeline: Provide a clear timeline for both the onboarding process and the completion of data submission.
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Encourage Feedback: Open the floor for feedback, particularly if this is a new process for your portfolio companies. They may have existing ESG processes, questions, or concerns about timelines, resources, or reporting ESG data to you and other investors.
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Getting started
Once the accounts are set up and users are informed about the onboarding, everyone will receive an email granting access to their Atlas account.
They can then configure their account, invite colleagues, and start their data collection.