You advise multiple counterparties.Each one needs rigorous, defensible analysis that holds up in board reviews, IC challenges, regulator scrutiny, and exit DD.Taza is the structured intelligence layer underneath your book — refreshed continuously, citation-grade, scaled across every engagement.
The same job-to-be-done, five different houses. Each one runs sustainability analysis at scale across a book of counterparties — and each one needs the methodology to hold up the same way across every engagement.
JPM CCT, Goldman Sustainable Solutions, MS Sustainable Finance, BofA, Citi — corporate transition financing teams.
CD&R OPs, KKR Sustainability, Blackstone PortCo Sustainability — operating-side portfolio leads.
BCG, McKinsey, Bain, Deloitte, EY, PwC, KPMG — sustainability and transition mandates.
Anthesis, ERM, and the specialist firms running advisory across corporate and PE clients.
Portfolio-advisory functions inside multi-family offices, single-family offices, and sovereign-wealth allocators.
Every counterparty carries a different regulatory exposure, a different commitment book, a different gap inventory. Each needs analysis that defends in IC, regulator review, board scrutiny, and exit DD. Each needs it refreshed as the world moves. Internal analyst teams can’t keep up with the weekly regulatory shift. Generic ESG data products score companies — they don’t produce the gap-to-provider analysis advisory motion needs. General-purpose AI hallucinates providers, breaks citation chain, and forgets between sessions. Bespoke consulting per engagement loses methodology consistency across the book.
40+ jurisdictions, 15+ overlapping regimes, weekly regulatory shift. CBAM, CSRD, ISSB S1/S2, CSDDD, CA SB 253, EPR — mapped per counterparty, scored against the regulatory floor, refreshed continuously. Your client engagement runs on a Foundation they can reference.
Each counterparty’s tailored program draws from 106K+ providers indexed across 728 business use cases and 12 ESG topics — the full curated field, including opportunities you haven’t found. The record compounds across your book.
Each client gets a scored, cited Foundation — statements, obligations, market perception in one decision-grade view. Gap-inventoried, every claim sourced. The Foundation they can reference.
Every gap becomes a scoped project, matched to named providers through a structured match. You hand the client a plan, not a list.
Counterparties and providers work matched projects together on one network. You see the portfolio command-center view across your book.
The engines re-run on cadence as regulation shifts. The Foundation you set for each client compounds, not depletes — the next conversation starts current.
The Foundation is the reference layer underneath the advisory conversation — your client cites it, you build on it, the next quarter’s engagement starts from the record, not from scratch. As the conversation deepens, Peer Map extends scope onto a competitive cohort, Demand Map extends scope onto the product portfolio, and a Custom Module runs your house methodology as the cross-reference target — on its own, or layered against Taza’s default Net Positive frame for a comparison record. Each is a Scoped extension of the same Foundation — not a new engagement, not a new procurement cycle.
Scored, cited, gap-inventoried. The Foundation that holds across board reviews, IC challenges, regulator scrutiny, and exit DD — consistent across your book.
Reads your client’s cohort against the same 12-topic, 76-indicator, 728-use-case spine. Competitive positioning for the corporate; peer-set benchmark for the IC.
Translates regulatory pressure into per-product-line revenue and exposure signal — which lines win demand from compliance-driven switching, which lose it. PE underwriting lead value.
Configure Echo to score against your house methodology — a bank’s transition framework, a PE firm’s diligence rubric, a consultancy’s ESG model. Run it as an overlay on the Net Positive default for a comparison record, or as the cross-reference target on its own. Scoped per engagement.
One engagement letter prices Foundation runs across your book of counterparties, plus the scope extensions you need where the advisory conversation deepens. Start with a single-counterparty Foundation at €25K — anonymized output, 5–7 days to first reports — see the layer underneath before committing the book.
A single Foundation run on one of your clients or portcos. Scored, cited, gap-inventoried. Anonymized output you can take into the next advisory meeting.
Foundation runs across N counterparties, Peer Map and Demand Map scope extensions where the conversation calls for them, Brite and Pulse priced into the engagement letter. Scoped to your book, not per seat.
Three things the methodology underneath advisory motion has to deliver. Each took years of infrastructure to build.
12 ESG topics → 76 Net-Positive indicators → 728 business use cases. A structured taxonomy that maps regulation to required capability to provider expertise, refined over years of operation. Proprietary, IP-protected. The connective layer can’t be prompted into existence.
Regulation moves weekly. NGO claims surface daily. Market perception shifts in hours. Taza’s engines — Fetch, Echo, Heatmap, Peer Map, Demand Map, Map, Match — ingest, cross-reference, score, and match on cadence. A point-in-time prompt can’t replicate a continuously-refreshed record.
Disclosures, filings, NGO reports, court records, third-party analyses — each claim sourced and defensible in IC, regulator review, board scrutiny, and exit DD. A model that hallucinates a provider name can’t survive that scrutiny.
The same framework underneath every Foundation, regardless of counterparty. The advisory methodology stays consistent across your book because the layer underneath is consistent. Named references available on request.
45 minutes on how Taza fits the specific advisory motion — CCT corporate-transition flow, OP portfolio flow, or consulting engagement flow. Or start with a single-counterparty Foundation at €25K.