Novata for Investors

From diligence to monitoring, Novata is the unified sustainability platform for PE firms and their portfolio companies across the full investment lifecycle.

Tailored to Private Capital

Drive Value with One Sustainability Workflow

Conduct Due Diligence

Track ESG performance seamlessly from pre-deal to close
Create scoring rubrics aligned to your investment thesis
Model estimates when direct company-reported data is not available
Conduct AI risk screening pre-close
Identify outliers using industry, secory, and geographic benchmarks
Generate data-driven insights for diligence reports and investment memos

Monitor Portfolio Companies

Streamline data collection, management, and analysis in a single platform for all stakeholders
Reduce burden on portfolio companies with clear metric definitions, calculation methodologies, Novata AI Assist, and reporting guidance
Ensure data quality through automated QA/QC checks and data reviews
Fill data gaps with robust proxy estimates for full portfolio visibility
Set up risk event tracking and alerts for your funds and portfolio companies
Analyze performance and benchmark against peers

Set Targets & Execute Plans

Track metrics over time, benchmark against peers, and assess progress to targets
Measure and manage climate risk with Scope 1-3 carbon calculation, financed emissions, SBTi target-setting, and climate disclosures
Know what regulations apply and what actions are required with Regulatory Navigator
Translate ESG insights into action plans and build the case for sustainable value

Report to Stakeholders

Centralize data and align to leading frameworks and standards, like EDCI and Invest Europe
Generate visualizations, benchmarks, and narrative-ready reporting outputs
Pull data directly from your Novata environment into your spreadsheets with the Novata Excel Add-in and custom NOV.* functions
EU Taxonomy: Article 8/9 taxonomy alignment and CSRD taxonomy reporting
SFDR Reporting: Fund classification, data collection, and automated PAI Statement generation
LP Reporting: Quickly map, calculate, and generate a ready-to-send response to LP questionnaires
Workflow and reporting tools for TCFD, IFRS S2, and California disclosure

AI-Enabled Data Collection

NOVATA AI

Pre-fill answers and track progress
Connect directly to internal systems and third-party platforms
Extract data from both structured spreadsheets and unstructured documents to populate historical and current data
Suggest answers and provide supplemental information for disclosures

Integrated Expert Advisory Services

Data strategy and performance management
Materiality and double materiality assessments
Carbon accounting
Sustainability reporting
Risk and resilience
Regulatory compliance

13K+

Portfolio Companies Contracted

280

Investors Collecting Sustainability Data

300+

Benchmarked Sustainability Metrics

87%

Report Completion All-Time Rate

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Carbon Accounting

SFDR

ESG Due Diligence

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Atlas

Carbon  Accounting

SFDR

ESG Due Diligence

Risk Intelligence

FAQ

How do investors use Novata?

Investors use Novata to support investment decision-making, portfolio monitoring, LP reporting, benchmarking, carbon accounting, regulatory compliance, and due diligence.

Rather than managing multiple tools, Novata brings ESG data, carbon data, analytics, and reporting into one system, giving investment teams a clear, consistent view across the full investment lifecycle.

What makes Novata different from other sustainability data platforms for private market investors?

Novata is a sustainability data management platform built specifically for private markets and designed to work across both investment teams and companies. By combining standards-aligned data, private market benchmarks, and investor-grade analytics in one system, Novata delivers high quality data and insights that support real investment decisions, from risk management to value creation and exit readiness.

How does Novata help streamline sustainability due diligence for investment teams?

Novata simplifies ESG due diligence by standardizing data requests, aligning metrics to leading frameworks, and enabling faster analysis across potential investments.

Investment teams can quickly identify material risks, gaps, and opportunities, without slowing down deal timelines or creating extra work for portfolio companies.

Can Novata support ongoing portfolio monitoring after an investment is made?

Yes. Novata is designed for ongoing portfolio monitoring, not just point-in-time reporting.

Investors can track performance over time, benchmark companies against peers, monitor climate and ESG risks, and identify trends across funds, all from a single continuously evolving dashboard.

What frameworks does Novata align to?

Novata aligns with leading global sustainability frameworks and regulations, including GHG Protocol, TCFD, ISSB, SASB, CDP, and multiple regulatory requirements.

This alignment ensures data collected today remains relevant as expectations evolve, supporting consistency across funds, regions, and reporting cycles.

What proof is there that Novata works for investors?

Novata supports nearly 300 investors and more than 13,000 reporting companies globally.

Many investors expand their use of Novata year over year to use the platform for benchmarking, portfolio insights, and long-term value creation.

Decision-ready ESG data across deals and portfolios.

Manage data requests, peer comparisons, scoring frameworks, and portfolio performance in a single repeatable workflow.