Creating a screening request

Overview

When a new potential investment comes in, you typically go through these steps:

1. Set up tenant access — Decide whether the asset lives under your own tenant or a separate one, and connect if needed. See Connecting with other organizations.
2. Add the asset — Create the asset yourself or have the portfolio company add it. See Managing assets.
3. Create a screening request — Screen the asset from within your fund.
4. Track in your pipeline — Optionally add an investment to follow the asset through your pipeline. See Managing investments.

Creating the screening request

With the asset in place, you can screen it from within your fund:

1. Navigate to the financial product (fund) that would make this investment.
2. Open the Screening section in the sidebar.
3. Create a new screening request and select the asset.

The asset will automatically receive the request and can fill out the required ESG data. The screening results will show you whether the asset meets your fund's sustainability criteria.

For more on how screening scoring and adaptive thresholds work, see Screening vs. monitoring.

After the screening

Once the screening is complete, you have a few options depending on the outcome:

• Invest — Add the asset as an investment in your fund. If you add investment sizes, a monitoring request will automatically be created for the asset, covering the timeframe of the investment. See Managing investments.
• Track in your pipeline — If you're not ready to commit capital yet, you can add an investment without specifying a size. This lets you see the asset in your fund's pipeline alongside other positions. See Managing investments.
• Decline — If the asset doesn't meet your criteria, no further action is needed.

What's next?

• Screening vs. monitoring — Understand the two phases of ESG evaluation
• Managing assets — Create and manage assets across tenants
• Managing investments — Link funds to assets and track investment sizes