Beyond Basic Automation: The Agentic Advantage

Most ESG solutions offer static forms or reporting templates that still require manual wrangling.

Beam’s agents act as digital compliance analysts. They extract ESG data from structured and unstructured sources, validate submissions, and produce disclosures with embedded audit trails. They also track document expirations and recommend updates based on policy gaps.

⇒ And they connect seamlessly with other parts of your compliance stack.

Pair KYC Checker Agents with Onboarding Agents to ensure investors are validated upfront. Combine Disclosure and SOP Agents to automate annual reporting cycles from start to finish.

Key Capabilities of AI-Powered ESG Compliance

Teams gain:

• ESG data extraction from surveys, portco reports, and public filings

• SFDR, ILPA, and AIFMD-aligned disclosure generation

• Document validation with expiry alerts and compliance checks

• Policy gap analysis and auto-generated action plans

• Compliance dashboards tailored to LP and internal governance needs

How Our Platform Transforms Compliance Workflows

Accelerated ESG Data Collection

Pulls inputs from multiple formats and sources with no manual chasing.

Audit-Ready Disclosures

Generates regulator-aligned reports with clear traceability.

Proactive Compliance

Alerts for document expirations, missing submissions, and policy issues.

Flexible Integration

Works with compliance trackers, IR tools, and fund admin systems.

The Future of ESG and Compliance Automation

We’re building agents that act like your virtual compliance team.

Coming soon:

• AI-generated policy recommendations based on LP mandates

• Real-time ESG performance benchmarking by portfolio segment

• Embedded compliance scoring across reporting frameworks