Investment Fund Portfolio Company ESG Carbon Screening Questionnaire

Professional ESG Carbon Screening for Investment Funds

Investment funds face increasing pressure to understand and report on the carbon footprint of their portfolio companies. This ESG Carbon Screening Questionnaire provides a structured, professional framework for gathering critical environmental data from portfolio companies, enabling accurate carbon accounting, regulatory compliance, and informed investment decisions.

Built for Fund Managers and ESG Teams

Whether you're conducting initial due diligence on a potential investment or performing annual ESG assessments across your portfolio, this template covers industry classification, revenue breakdown, Scope 1, 2, and 3 emissions data, and emission reduction targets. The conditional logic ensures you collect relevant detail based on each company's industry and operational profile.

Streamline Carbon Data Collection

Replace scattered spreadsheets and email chains with a single, professional form that portfolio companies can complete efficiently. Conditional questions adapt to each respondent's industry and circumstances, while calculation fields help validate reported data. All responses flow into your preferred tools—whether that's your ESG reporting platform, CRM, or a consolidated dashboard.

Connect Your ESG Workflow with Stepper

Once a portfolio company submits their carbon screening data, use Stepper to automatically route high-emission companies for deeper assessment, flag missing data fields for follow-up, update your ESG tracking system, and trigger carbon intensity calculations across your entire portfolio. This keeps your ESG reporting cycle moving without manual data entry.

Designed for Compliance and Transparency

With growing regulatory requirements around climate disclosure—from SFDR in Europe to SEC climate rules and TCFD reporting—investment funds need reliable, auditable carbon data from portfolio companies. This template helps you build that foundation while maintaining a professional, brand-aligned experience that reflects well on your fund.

Paperform's SOC 2 Type II compliance, role-based permissions, and integration capabilities make it ideal for investment funds, private equity firms, venture capital, and asset managers who need to collect sensitive ESG data securely and efficiently.