The platform
How the system fits together
The data foundation sits underneath, calculations and automation turn it into disclosure, screening and risk insight, and delivery puts it where your team already works, including inside your own agent.
200+ ESG KPIs per company, blended across several data providers plus your own, every figure traceable to source and carrying its own quality score.
The modules and calculation capabilities that turn raw data into disclosure, screening and risk insight, calculated and reconciled to your methodology and run across every fund in one pass.
Platform access, batched and scheduled reporting, and all the customer portals or integrations needed to suit your workflows, including your own AI agent. However your team works today, the data arrives where it is already looking.
The data foundation
Everything above this layer is only as good as what sits in it. We measure emissions ourselves, buy in what is well covered elsewhere, and now collect the rest with AI and a human check, so every figure carries its source.
| GHG protocol scope | t CO₂e | Share |
|---|---|---|
| Scope 1 | 164,768.00 | 23% |
| Scope 2 | 107,400.00 | 15% |
| Scope 3 | 443,032.00 | 62% |
| Total scopes 1 and 2 | 272,168.00 | 38% |
One data lake, quality-controlled, with full lineage and an audit trail behind every figure. EU data residency options.
Layer 02
Calculations and automations
This is where the data becomes useful: disclosures, screens, scores and alerts, calculated to your methodology and run across every fund in one pass. Each capability has its own page.
Delivery
The most important layer, because a number nobody sees changes nothing. Log in, call the API, take a file drop, or ask your own agent.
Meet the ESG Coworker10 out of 30 portfolio companies have SBTis on Mid Term timeframe, weighting 33.33% in your portfolio.
| Enabling Avg. | Transitional Avg. | Yearly Avg. | |
|---|---|---|---|
| Eligible - Aligned | 14.8% | 0.36% | 36.37% |
| Eligible - Non Aligned | 4.94% | 7% | 32.6% |
| Non Eligible | - | - | 29.03% |
| Coverage | 98.24% |
Bring your own agent, or use ours.
In our experience, agent models are converging quickly. What makes one useful for ESG work is everything around it: the data it can reach, the calculations it can call, and the methodology and policy context it works from. We build and maintain that harness. You connect the agent your firm already uses, or open the one inside the platform. We call it the ESG Coworker.
See how the ESG Coworker worksClaude, any agent that supports MCP, or ours
Connect the agent your firm already uses, or open the coworker built into the platform. Either way, it reaches the same harness underneath.
Built and maintained by us
- The MCP connector that lets an agent use our tools
- Agent-ready APIs and a skills library
- A context store: your policies and criteria, our methodology and regulatory knowledge, working memory of your portfolio
What the agent sends
// MCP config { "server": "connect-earth", "tools": ["explain_metric", "esg_due_diligence"] } // skill call /esg-due-diligence ISIN=NO0010582521
What the harness can do
- Explain a metric: how it was calculated, from which sources, following which methodology.
- Explain a change: what moved a portfolio figure between two quarters, holding by holding.
- Look up a fund, a portfolio, a holding, its indicators and involvements.
- Draft a due diligence report for a company, source-cited.
- Screen a portfolio against your investment policy and list what tripped which rule.Coming
- Generate a periodic report for a fund from your template.Coming
Your policies, in context
The harness holds your exclusion criteria, your sustainable investment methodology and your report templates, so the agent answers the way your team would.
Deterministic where it matters
Calculations run in the platform, not in the model. The agent calls them and cites them; it does not re-derive a PAI indicator from memory.
Skills anyone can write
A skill is a page of instructions and examples. Our data and regulatory team write and version them, and over time your team will be able to add its own.
Early access is opening to existing customers. If you would like to connect your agent to your Connect Earth data, tell us which one you use.
One data backbone
Why choose a unified platform?
One dataset, every output: disclosures, screens, scores and agent answers all draw on the same underlying figures.
Definitions that hold across teams: compliance, asset management and banking work from one methodology, not three.
Lineage from disclosure to source: every figure on every report traces back to where it came from.
Calculations you can re-run: when a rule changes, the numbers update instead of needing rebuilding.
Delivery that meets your workflow: platform, API, batch file, or your own agent, including the harness that connects it.
Fewer vendors to reconcile: one data backbone in place of a stack of point solutions that all need matching up.
Sustainable finance is one of our most powerful tools in the fight against climate change.
Finance doesn't just fund the economy; it shapes the future. Every loan, investment, and transaction is a lever that can accelerate or stall the transition to a low-carbon world. That's why sustainable finance is no longer optional; it is a system requirement.
Regulation is raising the bar. With SFDR, EU Taxonomy and SFDR 2.0 in preparation, disclosure is standardising across funds and corporates. Non-discretionary demand is here, and institutions need audit-ready, consistent data to keep pace.
Customers are demanding action. From retail users to asset owners, expectations are shifting. People want their banks and managers to measure risk, disclose emissions, and empower greener choices.
Costs are spiralling without alignment. ESG stacks are fragmented, duplicative and expensive. A unified carbon data layer reduces cost, increases reuse, and drives scale.
Our view: Sustainable finance works when data is consistent, workflows are reusable, and insights lead to action such as embedding carbon data into green lending, investment decisions, or digital banking journeys.
Who it's for
Why it matters to your team
For Sustainability Leaders at Financial Institutions
Confidence: audit-ready methodologies for SFDR/PAI/EET/CSRD. Consistency: one backbone feeding every disclosure. Control: lineage, versioning, and policy-driven governance.
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For Heads of Retail & SME Banking
Engage at scale: transaction-aware insights that customers understand. Monetise: qualify and route customers to green financing products. Delight RMs: prioritised outreach lists with data-backed talking points.
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For Asset & Wealth Management
Complete coverage: funds, issuers, and SMEs in a unified model. Report at scale: batch reporting across every fund in the range. Stay ahead of risk: live controversy monitoring, with scoring configurable to your policy.
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Get started with the Sustainable Finance OS today
Start with one module or the whole system. Most customers are live within two to eight weeks.


