selfdriven.consulting/Finance & ESG
Area 05 — Sustainability

Financial models and ESG
frameworks built for investor scrutiny

Integrated financial modelling, business model design, and ESG strategy aligned to TCFD, GRI, and ISSB — delivered faster than your CFO can schedule the next board meeting.

Area of Focus
05 — Sustainability
Typical Timeline
2–7 weeks
Services Available
5 services
Status
Live + Beta
Practice Area — Finance & ESG

What we deliver

Financial and ESG advisory built for the standard institutional investors, boards, and regulators actually expect — not the standard that was good enough three years ago.

Live
Traditional: CFO Advisory
Financial Model Design & Stress Testing
Integrated 3-statement financial models with scenario engines — built to the standard institutional investors and boards expect, with sensitivity tables, investor narrative, and stress-tested assumptions.
Timeline2–4 weeks
DeliverableIntegrated financial model, scenario analysis (bear/base/bull), investor narrative, sensitivity tables
OutcomeInvestor-ready model with defensible assumptions and stress-tested scenarios
Agent Roster
  • Financial Modeller Agent — integrated P&L, balance sheet, and cash flow model
  • Scenario Engine Agent — bear, base, and bull case scenario construction
  • Investor Narrative Agent — model-to-story synthesis for pitch and board use
Live
Traditional: Climate & Sustainability
ESG Strategy & Reporting
Materiality assessment, ESG strategy design, and disclosure reporting aligned to TCFD, GRI, and ISSB — with agent-driven continuous monitoring infrastructure so your disclosure keeps pace with your business.
Timeline4–7 weeks
DeliverableMateriality matrix, ESG strategy document, TCFD disclosure report, GRI content index, ISSB alignment map
OutcomeCredible ESG posture with standards-aligned disclosure ready for investor and regulator scrutiny
Agent Roster
  • Materiality Assessment Agent — stakeholder-weighted materiality analysis
  • TCFD Reporting Agent — climate disclosure framework alignment
  • GRI/ISSB Alignment Agent — standards mapping and gap closure
Beta
Traditional: Business Model Innovation
Business Model Innovation & Design
Structured reimagining of your business model — revenue architecture, pricing design, unit economics validation, and investor-ready business case construction. Surfaces non-obvious monetisation paths.
Timeline3–5 weeks
DeliverableBusiness model canvas, pricing architecture, unit economics model, investor narrative, competitive positioning
OutcomeValidated revenue model with a clear, quantified path to sustainable unit economics
Agent Roster
  • Canvas Designer Agent — structured business model exploration
  • Revenue Model Innovator Agent — pricing and monetisation architecture
  • Unit Economics Modeller Agent — LTV/CAC, payback, and contribution margin
Live
Traditional: Capital Markets Advisory
Capital Raise & Investor Materials
Investment memoranda, pitch decks, data room preparation, and investor narrative development — for seed through Series C rounds and debt raises. Agent-assisted production at institutional quality.
Timeline2–4 weeks
DeliverableInformation memorandum, pitch deck, financial model, data room index, investor FAQ
OutcomeInvestor-ready materials that withstand institutional due diligence scrutiny
Agent Roster
  • IM Writer Agent — information memorandum drafting and structure
  • Pitch Deck Agent — narrative and slide architecture for investor presentations
  • Data Room Agent — document inventory, organisation, and Q&A preparation
Beta
Traditional: Treasury & Capital Allocation
Capital Allocation & Portfolio Optimisation
Portfolio-level capital allocation modelling, resource stewardship frameworks, and investment prioritisation — for boards and CFOs navigating constrained environments or major strategic pivots.
Timeline2–4 weeks
DeliverableCapital allocation model, portfolio analysis, investment prioritisation framework, resource deployment roadmap
OutcomeOptimised capital deployment with evidence-based prioritisation and scenario resilience
Agent Roster
  • Portfolio Modeller Agent — return-on-capital modelling across investment options
  • Scenario Stress Agent — capital adequacy testing under adverse scenarios
  • Prioritisation Agent — weighted scoring framework for investment sequencing
Process

How a Finance & ESG engagement works

01
Data & Context Intake
Financial data, ESG metrics, and business context gathered. Agents validate, clean, and structure inputs before modelling begins.
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02
Model Architecture
Conductor specifies model structure. Agents build integrated financial model and ESG baseline in parallel.
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03
Scenario & Stress Testing
Bear, base, and bull scenarios constructed. Sensitivity analysis run. ESG material issues stress-tested.
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04
Narrative & Disclosure
Investor narrative drafted. Disclosure reports aligned to TCFD/GRI/ISSB. Board pack prepared.
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05
Handover & Monitoring
Live model handed over in your preferred format. ESG monitoring agents configured for continuous reporting.
Infrastructure

Every engagement is cryptographically evidenced

KERI Identity Stack
Every conductor and agent holds a KERI AID — no central authority, self-certifying key events.
ACDC Credentials
Agent authorities issued as scoped, time-limited ACDC credentials — chained to your engagement inception event.
Immutable Audit Trail
Every action anchored via KERI interaction events. Tamper-evident by architecture — not by policy.
Human Conductor
A named conductor holds the authority credential and is personally accountable for outcomes.
All Services

Explore other practice areas

Strategy
Vision & governance
Risk & Compliance
Frameworks & audit
Technology
Architecture & identity
Operations
Automation & delivery
People & Change
Org design & capability
Finance & ESG
Models & reporting
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