ESG ROI & Value-Creation Model
A PE-native ROSI (Return on Sustainability Investment) framework quantifying the financial case for ESG initiatives, delivered as a reusable, IC-ready template.
Illustrative demonstration model. Figures are examples, not client outcomes.
- Client
- Confidential
- Our role
- Framework Designer
The engagement
The client needed to move ESG from a compliance conversation to an investment-committee conversation, showing NPV and IRR impact, not just sustainability metrics.
What we built
A 15-tab framework: a business baseline, a register for up to 10 ESG initiatives (capex, opex, and impact drivers), a baseline-vs-with-ESG FCF bridge, an equity-value bridge, scenario and sensitivity tooling, integrity checks, and an IC-ready summary and dashboard.
The outcome
A complete, methodologically rigorous ROSI framework, discounted at a 12% WACC over a 5-year hold at an 8.0x exit, ready for a client to populate with their own initiative data.
Deliverables
- Inputs master
- ESG initiative register
- Impact calculations
- Baseline & with-ESG FCF
- Returns summary
- IC summary
- Sensitivities
- Dashboard
Skills & tools
- ESG/Sustainability Finance
- Value-Creation Modeling
- ROSI/ROI Analysis
- NPV & IRR
- Scenario & Sensitivity Analysis
- Investment-Committee Reporting
- Financial Framework Design
Deliverable (view only)
ProtectedESG ROI & Value-Creation Model
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