METRICS THAT MATTER FOR

Investors

Novata is the leading sustainability management solution for private market investors. Streamline data management, enhance reporting, and drive sustainable investment decisions with Novata’s investor-focused platform.

Tailored to Private Capital

$12T

AUM by Novata Clients

9,700+

Companies Contracted

3,000+

Standards-Aligned Metrics Available

12K+

Benchmarks, 2023 Reporting Period

87%

Report Completion Rate, All Time

410k+

Data Points Reported, All Time

SUSTAINABILITY SOFTWARE

Manage your sustainability workflow.
Boost your investment portfolio.

Data Collection

Align to SASB, EDCI, SFDR, IRIS+, Invest Europe and other industry frameworks and standards. Request data directly from portfolio companies, sponsors, or additional stakeholders; and track reporting progress. 

Scoring

Create a custom scoring rubric, send questionnaires directly to portfolio companies, and receive an auto-calculated score based on your specified weightings and framework.

Portfolio Company Support

Give your portfolio companies tools to easily enter data and track performance. Manage users, communications, and data sharing permissions – all within a single platform.

Carbon Accounting

Our suite of carbon solutions give you the flexibility to offer your portfolio companies the tool that best fits their needs.

Regulations

Simplify sustainability regulations with our in-platform reporting tools for SFDR, EU Taxonomy, and DMA and CSRD workflows.

Analytics

Communicate performance insights with Novata Benchmarks, data visualization tools, and data-sharing and reporting capabilities.

ADVISORY PRACTICE

Expert guidance and support

Optimize data and emissions management, diligence, and compliance to confidently navigate the sustainability landscape.

Value Creation

Use our sustainability-themed maturity models to craft a value creation plan tailored to your priorities, including necessary change levers, financial and resource constraints, and an estimated implementation timeline.

Due Diligence

Streamline due diligence by working with our experts to eliminate manual tasks, measure relevant metrics, and securely link material data from diligence to exit.

Financed Emissions

Calculate financed emissions with Novata’s expert support. Access output tables with data quality scores, gain insights, and identify carbon hotspots for further analysis.

Insights & Reporting

Gain an all-in-one resource for external reporting, with assets that can be used together for a full sustainability report or separately for factsheets, investor presentations, case studies, and more.

Carbon Navigator+

Have confidence in your emissions reporting, including Scope 4 emissions, supported by an investor-grade audit trail that ensures compliance with regulatory requirements.

Learn more about our advisory practice offerings.

SFDR

Effortlessly navigate the Sustainable Finance Disclosure Regulation (SFDR). Whether you need support with Article 8 and 9 classification or PAI readiness, review, and reporting, our advisors are here to support you every step of the way.

SFDR Simplified

Trusted by Leading Private Market Investors

Why Investors Choose Novata

Get Started Today