ESG and Impact Reporting Agent
The agent collects ESG and impact data from portfolio companies through questionnaires and supporting documents, then reports against the IFC Performance Standards, 2X Challenge criteria and each DFI's reporting requirements. It also supports pension fund investors who must consider ESG factors under Regulation 28, so one dataset serves every framework.
Ideal forESG teams
The difference
From 30-40 hours per reporting cycle to 5-8 hours
Your ESG team spends its time working with portfolio companies on improvement plans rather than reformatting data for each investor.
Done by hand
30-40 hours per reporting cycle
With the Vanine agent
5-8 hours
Time returned to your team
80%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
One collection, many reports
DFIs, pension funds and impact investors each ask for data in their own format. The agent collects once and maps it to each framework, easing survey fatigue for portfolio companies.
Evidence behind every number
Impact claims face growing scrutiny. The agent links each indicator to its supporting document, so figures on jobs, gender and environmental performance hold up to investor review.
Issues spotted early
Environmental and social incidents, labour disputes and health and safety events are flagged as they are reported, so you can respond before an investor raises them.
Capabilities
Collect portfolio ESG data once and report to every investor framework.
Built for ESG and impact managers, investment teams and investor relations teams at SA private equity, infrastructure and private credit funds with DFI, pension fund and impact investors.
Portfolio data collection
Sends tailored questionnaires to portfolio companies, reads responses and supporting documents, and follows up on missing data before deadlines.
IFC performance standards mapping
Maps company data and action plans to the IFC Performance Standards, including labour and working conditions, pollution prevention, and community health, safety and security.
2X challenge assessment
Assesses each investment against 2X Challenge criteria, such as women's ownership, leadership, employment and products or services that benefit women.
DFI reporting templates
Populates each DFI's ESG and development impact template, covering indicators such as jobs supported, B-BBEE ownership and environmental performance.
E&S incident tracking
Logs environmental and social incidents, including serious health and safety events under the Occupational Health and Safety Act, and tracks corrective actions to closure.
Responsible investment reporting
Prepares responsible investment summaries for retirement fund investors, reflecting Regulation 28 ESG expectations and CRISA 2 principles.
How it works
From your systems to a result you sign off
Your ESG manager validates the data, and the fund signs off each report before it is shared with investors.
Connect the places your ESG data already live.
Portfolio company questionnaire responses, policies, audit reports and HR and environmental data from SharePoint or email submissions. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- Microsoft Forms and SharePoint questionnaires
- Power BI
- Investor portals and fund administrator reporting
Runs on your reporting calendar, or on request in Teams or OpenAI Frontier, using the models your organisation approves.
Framework-specific reports and DFI templates in Word and Excel, plus an ESG dashboard and incident log.
Step by step
- 01
The reporting cycle starts or a portfolio company reports an incident.
- 02
The agent sends questionnaires and collects responses and evidence.
- 03
It validates the data and maps it to each framework.
- 04
It drafts DFI, 2X Challenge and investor-specific reports.
- 05
The ESG manager reviews data quality and approves the reports.
- 06
Approved reports go to investors and the dashboard updates.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Extract the portfolio questionnaires"
- fund
- Fund III
- year
- 2026
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your ESG data never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your ESG data stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your ESG data. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR ESG DATA NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
