A read on any company you hold or are weighing. Product line by product line: where demand moves as regulation rolls out, where the company stands against its peers, and which projects close the gap.
The same analysis serves the deal, the hold and the book. What changes is whose data goes in and who has to act.
Read a target on the public record before the data room opens. When it does, its numbers go into the same read, and the gap between their account and the record is the finding.
See which product lines gain and which lose as rules roll out, and which projects close the gap, so value creation plans treat sustainability as revenue.
Screen a field of companies on where demand is going, and read every company you watch or hold framed for whoever has to act.
A market number tells you a mandate creates demand somewhere. No company is a market. We take the next step down: which of this company's lines gains, which gets cannibalised, and what the money should do about it.
We read everything the company has made public that bears on sustainability, and everything others say about it. Where a data room opens, its numbers go into the same read.
Your own criteria go into every output across the companies you watch or hold. Not checked against our results afterwards: the read arrives already framed for your committee.