Before the onboarding, it's essential to 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). For this purpose, you can use the following template to convey your message:
Dear Portfolio Companies and Founders,
We are excited to announce the next steps in our ESG journey at [NAME] and would like to notify you in advance of an upcoming request for ESG data from your organisation, as we kick off a new process in collaboration with KfW Capital and Atlas Metrics.
Here's what to expect next:
- You will soon receive an invitation to access your Atlas Metrics account. Once you're logged in, you'll have the ability to bring in your team members, establish roles and permissions, and delegate tasks for efficient workflow management.
- By [DEADLINE e.g. March 31st], we will need you to complete and return the tasks appearing in your account. For assistance, feel free to explore the platform through its virtual tour or use the Help Centre for guidance.
Please note that we have a reporting obligation to KfW Capital, and we greatly value your cooperation in this matter.
Should you require support, an AI assistant, Ask Atlas, is available for queries directly through your account. Additionally, the Help Center, also available from your account, includes guides and FAQs.
Please let us know as soon as possible if you have any questions or concerns about this topic. We welcome your feedback and thoughts on how we can optimize the process together.
Best wishes,