YFM invests in Integrum ESG to reshape the investment landscape
YFM Equity Partners invested £3m of growth capital into Integrum ESG, an organisation which helps businesses benchmark ESG data.
Date
September 2024
Type
Fundraising
Our role
Sell side
Sector
B2B SaaS
About the companies
i- ESG
Integrum ESG specialises in providing live environmental, social, and governance (ESG) data, analytics, and advisory services to help organisations manage and improve their ESG performance. The SaaS-based online platform acts as an objective ESG benchmarking tool for both public and private market asset managers and their advisors, utilising proprietary AI/ML (machine learning) and NLP (Natural Language Processing) technologies.
YFM Equity Partners
YFM Equity Partners (YFM) is an independent private equity company with over £730 million in assets under management. This includes venture capital trusts and private equity funds. They have been investing in small businesses since 1982 and typically invest £2-15m in: Growth Capital opportunities - helping commercially proven businesses scale up; and Buyout Capital opportunities - facilitating management buyouts and equity release situations.
Our role
We acted on behalf of Integrum ESG to prepare for its funding round with YFM. We integrated data from accounting, CRM, payroll, and HR systems to build a comprehensive financial model. Our solution delivered detailed customer-level SaaS metrics by separating revenue streams, calculating MRR/ARR, and benchmarking performance against industry standards. We also created a custom KPI dashboard to track key metrics like cashflow, retention, and SaaS KPIs such as CAC and LTV. Our work ensured accurate, actionable financial insights to support the investment strategy. Our bespoke solution will also enable Integrum ESG to maintain this level of detailed information going forward.
