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METRICS THAT MATTER FOR

Portfolio Companies

Collecting and reporting ESG data is a new process for many companies. From metric definitions to difficulty ratings to calculators, we provide a library of guidance and user-friendly tools to deliver a supported and secure data collection experience.

Collecting the
Metrics that Matter

01

While many companies are beginning to self-report on the metrics that matter to their firm, your first introduction to collecting ESG data may be from an investor requesting information. Investors working with Novata will typically reach out with an email that provides their expectations and a welcome to the Novata platform.

Sample welcome email to the Novata platform
Sample Novata Customer Support Chat
02

As part of your onboarding, you’ll have access to the Customer Success Team to host training sessions, provide metric guidance, and connect you with the broader Novata team and tools. You’ll also have access to chat, email support, and our Knowledge Base.

03

Investors all approach ESG portfolio engagement differently. Depending on your investor’s strategy, they may reach out about next steps after you submit your report. We recommend a best practice to document your processes, data owners, and length of time to collect, so that the process of data collection and answering questions can be repeated and iterable.

What to Expect When Using Novata

With over 5,000 companies with access to the Novata platform, we have a lot of experience helping companies respond to data requests. 

Between our Customer Success team and easy-to-use platform tools, we do our best to make it simple and intuitive to complete data requests. 

On average, it takes companies seven days to complete a request once they start entering data. Companies are typically able to fill in more than 80% of the requested data.  

Here are some frequently asked questions we receive from companies →

You’ll receive an activation email titled “Welcome to Novata” with username, password, and login instructions. 

 

Your investor will work with the Novata team to set a due date for your Novata report. Once you receive the report, the due date can be found on your Dashboard and within the report itself. Due dates will also be shared during the onboarding process.

You will see reports on your Dashboard, categorized by status: Not Started, In Progress, and Submitted. You can click into Submitted reports to see the answers submitted for each metric. 

Clicking “Submit full report” is final. You will not have access to re-open the report once submitted. You are able to download your submitted report to get a full picture of where you’re at in your ESG journey.

Learn More About Navigating Your ESG Journey

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