ESG Made Simple

Munich Re partnered with us to explore how private equity firms could better track, manage, and communicate ESG performance across their portfolios.

The challenge was clear: ESG reporting was fragmented, time-consuming, and offered limited insight. The opportunity was to design a digital solution that made the process simple, scalable, and actionable.

Through discovery research, we identified the pain points of Private Equity administrators and portfolio companies—from manual reporting headaches to the lack of meaningful benchmarking. These insights informed the design of a new digital product that focused on automated ESG data collection, KPI tracking, and portfolio dashboards.

The MVP emphasized usability: customizable surveys, progress tracking, and exportable reports to streamline communication with LPs. By simplifying the first steps of data management, the design set the stage for more advanced analytics, benchmarking, and impact tracking in future phases.

The result was a defined digital product vision and MVP design that provided Munich Re with a clear blueprint for how ESG could move beyond compliance reporting toward becoming a source of insight and long-term value.