Finance
Today, financial actors operate in a context where environmental, social, and territorial criteria are becoming essential in investment decision-making. Beyond financial performance, they are expected to demonstrate and manage the real impact of their portfolios, within a framework of transparency and transformation of economic models.
In this context, Vertigo Lab supports management companies and investment funds by providing detailed and robust analyses, measurement tools, and operational support mechanisms to integrate impact at the core of investment strategy and secure value creation trajectories.
EXPERTISE
Support
For financial actors, impact can no longer be secondary and should ideally be measured and integrated from the outset of strategies.
We support management companies and investment funds with robust analyses and decision-making tools: we assess the socio-economic contributions of portfolios, structure and deploy impact strategies, and conduct audits in the phase of due diligence.
Our goal: to make impact a lever for management, value creation, and transparency for financial actors.
Our services
Assessment of the socio-economic contributions of business portfolios
Vertigo Lab supports management companies that wish to analyze and enhance the socio-economic contribution of their investment portfolios.
These results also serve as a lever for reporting and communication with investors, highlighting the territorial anchoring and the real economic contribution of the portfolio.
Our analyses allow for comparisons of the territorial contributions of different companies in the portfolio and identify those that contribute most significantly to wealth creation in France. We work based on a Territorial Index for the entire portfolio. This index allows for steering the investment strategy and integrating this dimension into extra-financial analysis.
identifying transformation levers, and defining impact objectives aligned with the investment strategy.
After the investment, we act as Operating Partner Impact alongside the fund teams and the leaders of portfolio companies.
Operating Partner Impact + Support for Investment Fund Impacts
We assist them in building and deploying operational roadmaps, integrating the climate, agricultural, environmental, and territorial challenges specific to each activity.
Impact analysis and audit
Après l'investissement, nous intervenons comme Operating Partner Impact aux côtés des équipes du fonds et des dirigeants des entreprises du portefeuille. Nous les accompagnons dans la construction et le déploiement de feuilles de route opérationnelles, intégrant les enjeux climatiques, agricoles, environnementaux et territoriaux propres à chaque activité.
Nous mettons également en place un dispositif robuste de pilotage et de mesure de l’impact : définition d’indicateurs, suivi des trajectoires de transformation, reporting et valorisation des résultats auprès des investisseurs.
Notre objectif : faire de l’impact un levier concret de transformation des entreprises et de création de valeur durable pour les fonds et leurs investisseurs.
Impact analysis and audit
We conduct impact audits as part of business analysis (due diligence). We cover various areas of expertise and can mobilize different angles of impact depending on the impact theses of the concerned funds: territory, biodiversity, agroecology, etc.
Our projects
Impact analysis and audit
Etude d’impact d’investissements en financement de la biodiversité
Evaluation of the socio-economic contributions of corporate portfolios
Analyse de retombées territoriales d’un portefeuille d’entreprises
Evaluation of the socio-economic contributions of corporate portfolios
Mesure d’impact socio-économique et environnemental du CAC40
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