SPO Pre-Evaluation Assistant

Identify missing documents and gaps from the start, and enter the second-party opinion stage fully prepared with the SPO Pre-Evaluation Assistant.

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Overview

General View

How the Process Works?

What Value Does It Deliver?

Frequently Asked Questions

What is the SPO Pre-Evaluation Assistant?

The SPO Pre-Evaluation Assistant is a pre-eligibility analysis engine that accelerates and digitalizes the Second-Party Opinion (SPO) process required for sustainable finance instruments. By matching your projects and issuances with ICMA, LMA, the EU Taxonomy, and relevant sustainable finance frameworks, it makes your organization “opinion-ready.”

It makes the SPO process faster and easier by identifying project eligibility, missing evidence, and potential risks upfront, then guiding you step by step through the sustainable finance journey.

You are not alone in this process. Carbonance works with accredited solution partners (SPO providers, independent audit firms, sustainable finance advisors) to ensure the entire process progresses with expert support.

How the Process Works?

Project Data Import

Financial, operational, and environmental project data is uploaded into the system; the module starts its evaluation based on this dataset.

ICMA & EU Taxonomy Mapping

Activity type, use of proceeds, and project scope are automatically matched to the relevant frameworks.

Gap & Evidence Analysis

Missing evidence, eligibility gaps, and critical requirements are flagged by the system.

SPO-Ready Pre-Evaluation Report

A pre-report is generated in an SPO-provider-ready format, including the project eligibility score, missing items list, and technical guidance.

What Value Does It Deliver?

A smart pre-evaluation that digitalizes the SPO process

Automated matching fully aligned with ICMA, EU Taxonomy, and sustainable finance principles

Clear alignment analysis for Green, Social, or Sustainability frameworks

Instantly see which financing instrument your project is suitable for and which criteria it meets.

Automatically identify evidence and documentation gaps

Close all gaps before engaging an SPO provider to accelerate the process.

Shorten the path to financing with an opinion-ready report

A verified pre-evaluation strengthens investor confidence and facilitates green/social/sustainability issuance processes.

Frequently Asked Questions

Does this module replace the SPO process?

No. This module provides SPO pre-stage preparation. It closes gaps, verifies alignment, and helps you present an “SPO-ready” project to an SPO provider.

How does it evaluate ICMA alignment in practice?

It automatically screens project data across use of proceeds, activity type, reporting requirements, and framework matching.

Does this module also cover the EU Taxonomy?

Yes. The pre-evaluation includes all core elements, including Substantial Contribution, DNSH, Minimum Safeguards, and technical threshold values.

Can an analysis be done without uploading evidence?

Partially. An analysis can be performed, but evidence must be uploaded to produce an opinion-ready result. Missing items are shown in red in the report.

How do consultants and SPO providers benefit from this module?

With pre-analysis reports, eligibility maps, and missing item lists, consultants and SPO providers can manage the process faster and with higher accuracy.

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