For capital
It's whether regulation grows or shrinks the lines this company makes money on. And nobody will sell you that about a company you don't yet own.
The deepest obligation data in this market is sold exclusively to the company that has to comply. We went through the sites, the role pages, and the full sitemaps of the four best vendors in the category: there's no investor route, no M&A route, and no diligence route on any of them.
So if you're on the other side of the table — investing in a company, advising it, financing it — that layer isn't for sale to you. Private equity firms are on the cap table of that category, not the customer list.
Roughly 80% of financial investors budget under $50,000 for ESG due diligence. Commercial due diligence — whether the thing will actually make money — runs between $100,000 and $500,000. Same buyer, same deal, five to ten times the spend, because one question is a box to tick and the other is a decision about returns.
KPMG, 2024, n=600+.
Regulation belongs in the second conversation.
Before the deal closes
Public record only — which is all anyone has on a target they don't own. That's the constraint of the situation, not a reduced product.
During the hold
The company's own data comes in, and the same analysis becomes an instruction to management.
Across the book
Your own investment criteria built in, so every name scores against the mandate rather than against a generic frame.
Foundation · three depths
The Read is depth one — public record only, which is all anyone has on a company they don't own. The 360 is depth two: the company's own data comes in and closes the circle, and the same analysis becomes an instruction to management. The House View is depth three: your own criteria built in, so every name scores against your mandate across the whole book.
Same analysis, more data complexity. You don't buy more features, you buy more depth.
One read, one name, public record only. We need nothing from you and nothing from the target.