Use Cases

Discover how leading institutions leverage Impactly to transform their data operations.

Financial Institutions

Banks & Insurers

Infrastructure for the modern risk and data function

Automated risk & due diligence

Continuous monitoring for a volatile world

  • Counterparty intelligence: Replace manual KYB with live risk profiles for every company in your loan book.
  • Multi-mandate monitoring: One pipeline across various risk frameworks - e.g. ICT (DORA), Operational, and ESG risks.
  • Policy & framework screening: Screen counterparties against sanctions lists, exclusion policies, and regulatory frameworks.
  • Audit-ready: Every data point is linked to its source.

Regulatory data at your fingertips

Close the data gaps in your reporting.

  • Fully automated sourcing: Simply provide your company lists or parameters, and we handle the end-to-end data collection and validation.
  • Flexible scheduling: Receive data deliveries perfectly synchronized with your internal reporting cycles and deadlines.
  • Custom datapoint scope: Define your exact specifications - from energy metrics and GHG data for Pillar III & SFDR, to instrument-level reporting or granular EU Taxonomy mapping for the Green Asset Ratio (GAR).

Data hygiene

The self-cleaning data warehouse.

  • CRM enrichment: Automatically validate and patch missing private company data in your database.
  • Custom data pipelines: We build and maintain the ETL for your specific universe of companies.
  • Regular updates: Ensure your internal data models are never running on stale data.
Reduce the manual overhead of company analysis and portfolio reporting by up to 70%.

Investors

Private Equity & Fund Managers

High-velocity due diligence

Stop manual data work. Start high-conviction investing.

  • VDR ingestion: Our platform structures thousands of documents (contracts, PDFs, reports) in various file formats into a queryable database in hours.
  • Policy screening & red flags: Screen targets against exclusion policies, sector restrictions, or custom ESG thresholds. We surface material findings — sanctions exposure, controversial activities, environmental violations — as structured flags to your IC memo.
  • Company risk assessment: Detect operational gaps and compliance risks - even in SMEs that mainstream data vendors ignore. Assess risks against regulations, or specific frameworks.
  • 70% efficiency gain: Reallocate team time from data gathering to value creation.

Continuous portfolio surveillance

Oversight that doesn't rely on management self-reporting.

  • Real-time signals: Monitor investees' public or proprietary data sources for "drift" against roadmaps or strategy.
  • Automated data gathering: Regular data collection for your reporting requirements without burdening portfolio company management.
  • Value creation tracking: Track KPIs across entire portfolio - from operational efficiency and carbon intensity to market sentiment - and prepare for a data-backed exit.
  • Benchmarking: Compare companies' performance against private-market peers using our proprietary Nordic/Baltic dataset.
  • Early warning system: Identify risks within your portfolio's supply chain before they hit the P&L.

LP & regulatory reporting

From data collection to investor-ready outputs.

  • SFDR & PAI compliance: Automated collection of portfolio-level sustainability metrics — Scope 1-3 emissions, social indicators, governance flags — mapped to SFDR Principal Adverse Impact templates.
  • LP report generation: Structured data feeds ready for quarterly LP updates, annual ESG reports, or ad-hoc investor requests.
  • Framework flexibility: Whether you require SFDR, TCFD, UN PRI, or custom reporting formats, the same underlying data adapts to each output.
Faster time to deal. Pay as you go.

Corporates

Mid & Large

Enterprise-wide risk & due diligence

Move from static surveys to continuous third-party oversight.

  • Continuous third-party risk monitoring: Automate the monitoring of your entire vendor list. Detect operational risks in real time.
  • Versatile risk coverage: Satisfy emerging requirements for supply chain digital resilience (DORA) and operational continuity by monitoring your critical service providers' public disclosures.
  • Audit-ready evidence: Maintain a complete, automated audit trail for regulatory compliance. Every risk assessment is backed by traceable source documents, ready for internal audit or regulatory review.

Automated vendor onboarding

Standardize the RFP process and eliminate survey fatigue.

  • Pre-populated profiles: Instead of forcing vendors to fill out 50-page forms, use Impactly platform to auto-fill profiles using public data and verified disclosures.
  • Frictionless procurement: Shorten the time-to-contract by 60% by automating the due diligence phase of the RFP.
  • Data verification: Our engine cross-checks vendor claims to ensure the application matches the reported data or records.

Automated regulatory infrastructure

Turn CSRD and CSDDD into a streamlined data workflow.

  • Value chain mapping: Automatically validate your supplier base to fulfill CSDDD due diligence requirements without manual surveys.
  • Double materiality (DMA): Leverage our engine to analyze sector benchmarks and stakeholder signals, pre-populating your materiality assessments with verified data. Identify strategies, IROs, KPIs and action plans amongst clients, suppliers, financiers or competitors.
  • Automated CSRD inputs: Direct sourcing of wide scope of data points including GHG and Energy data for your global entity structure and supply chain.
Compliance without overhead. Optimal investment of resources.

See Impactly in action

Request a personalized demo tailored to your industry and use case.