Plans

Private Equity Plans

Two licensed surfaces — the Fund Manager Platform for your firm, and the Portfolio Company Platform for your portcos. Mix tiers across portfolios.

Fund Manager Platform

Includes fund & portfolio management, SFDR reporting, and portfolio data aggregation across all tiers.

Essentials

Core fund management and ESG data collection for smaller PE firms.

Enterprise

Full-scale ESG and compliance capabilities for large PE organisations.

Fund management
Manage funds, portfolios and investor reporting from one place
Fund & Portfolio Management
Essentials
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Enterprise
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SFDR Reporting
Essentials
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Enterprise
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Portfolio Data Aggregation
Essentials
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Enterprise
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FM Self-Assessment
Essentials
At Equivalent Tier
Enterprise
At Equivalent Tier
ESG data collection
Collect, structure and validate sustainability data
Core Data Collection & Frameworks
Essentials
Excl. CSRD
Enterprise
Excl. CSRD
E, S & G Metrics Included
Essentials
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Enterprise
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Custom Metrics
Essentials
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Enterprise
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Data Validation
Essentials
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Enterprise
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Review & Sign-Off
Essentials
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Enterprise
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Carbon accounting
Scope 1, 2 and 3 emissions tracking
Direct Carbon Data Entry
Essentials
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Enterprise
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Carbon Accounting (Scope 1, 2 & 3)
Essentials
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Enterprise
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Strategy & improvement
Turn data into measurable progress
Targets & Action Plans
Essentials
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Enterprise
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Policies
Essentials
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Enterprise
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AI Root Cause Analysis
Essentials
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Enterprise
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Integrations & extensibility
Connect KEY ESG to your existing tech stack
MCP Connector
Essentials
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Enterprise
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Public API
Essentials
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Enterprise
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Support & success
Help when you need it, from real ESG experts
Email & Chat Support
Essentials
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Enterprise
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Dedicated Account Manager
Essentials
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Enterprise
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Quarterly Strategy Reviews
Essentials
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Enterprise
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Portfolio Company Platform

Licensed separately on a per-company fee. Portfolio companies respond to fund manager data requests and can manage their own ESG data independently.

Essentials

For portfolio companies responding to fund manager data requests.

Enterprise

For portfolio companies requiring full-scale ESG and compliance capabilities.

Fund manager collaboration
Respond to data requests from your investors
Respond to FM Data Requests
Essentials
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Enterprise
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ESG data collection
Collect, structure and validate sustainability data
Core Data Collection & Frameworks
Essentials
Excl. CSRD
Enterprise
Excl. CSRD
E, S & G Metrics Included
Essentials
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Enterprise
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Custom Metrics
Essentials
Cross icon
Enterprise
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Data Validation
Essentials
Cross icon
Enterprise
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Review & Sign-Off
Essentials
Cross icon
Enterprise
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Carbon accounting
Scope 1, 2 and 3 emissions tracking
Direct Carbon Data Entry
Essentials
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Enterprise
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Carbon Accounting (Scope 1, 2 & 3)
Essentials
Cross icon
Enterprise
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Strategy & improvement
Turn data into measurable progress
Targets & Action Plans
Essentials
Cross icon
Enterprise
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Policies
Essentials
Cross icon
Enterprise
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AI Root Cause Analysis
Essentials
Cross icon
Enterprise
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Integrations & extensibility
Connect KEY ESG to your existing tech stack
MCP Connector
Essentials
Cross icon
Enterprise
Tick icon
Public API
Essentials
Cross icon
Enterprise
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Support & success
Help when you need it, from real ESG experts
Email & Chat Support
Essentials
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Enterprise
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Dedicated Account Manager
Essentials
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Enterprise
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Quarterly Strategy Reviews
Essentials
Cross icon
Enterprise
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Add-ons

For complete flexibility, you can add on any of the following features to any plan.

CSRD Reporting

Streamline your Corporate Sustainability Reporting Directive compliance. Collect, structure, and report ESG data aligned to ESRS standards, reducing manual effort and audit risk.

  • 350+ ESRS narrative and quantitative data points
  • AI-assisted narrative answer generation
  • Data collection aligned with XBRL digital tagging requirements
  • Exportable audit trail built to big four audit standards
  • ESRS-aligned metric library

Double Materiality Assessment

Identify and document your material sustainability topics with confidence. Our guided DMA workflow helps you assess both financial and impact materiality, producing audit-ready evidence for CSRD compliance.

  • Assess Impacts, Risks and Opportunities (IROs) in line with regulatory guidance
  • Collaborate with colleagues, stakeholders, and auditors in-platform
  • Audit-ready exports with full trail of changes and comments
  • Flexible integration with consultant-led or in-house DMA processes

Single Tenant Environment

A dedicated, isolated instance of the KEY ESG platform, just for you.

  • Dedicated infrastructure with no shared resources
  • Complete data isolation from other organisations
  • Enhanced security controls and access management
  • Ideal for organisations with strict data residency or regulatory requirements
  • Private environment for sensitive ESG and financial data

Looking for company plans?

If you're not a private equity company, and you're looking for our standard company plans.

View Company Plans
FAQs
Learning and Insights

Thoughts from our ESG experts...

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What manufacturers are really reporting: Sustainability insights from the industry
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Data is just the beginning: taking ESG from insight to impact
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From commitment to evidence: what Invest Europe's 2026 ESG KPI Report reveals about private equity's progress
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