Comprehensive end-to-end advisory and managed services tailored for private markets fund managers
Overview
Against the backdrop of increasing LP and regulatory scrutiny, Petra supports clients across the entire fund life cycle from developing responsible investing (RI) and impact strategies at firm and fund levels to overseeing ESG diligence, portfolio monitoring, value creation, reporting, and alignment with regulatory frameworks.
Petra’s senior team of experienced ESG professionals partners with fund managers to help them develop and implement credible, best-in-class RI programs to manage risks, create value, and stand up to regulatory scrutiny while enhancing a fund manager’s reputation in the eyes of its investors.
An established mid-market buyout/growth fund needed to update its current ESG program, from diligence to reporting, to align to industry best practices and respond to LP requirements.
A client that recently spun out from an established GP needed support to quickly build strong foundations for a scalable ESG program to help raise funds for an Article 8 SFDR fund.
An established secondaries fund looking to raise capital outside the US, needed to develop an ESG strategy for its portfolio of funds to meet current and new LP requirements.