Sustainability LP Reporting, Simplified
Responding to LP data requests shouldn’t mean rebuilding the same spreadsheet from scratch every quarter. Novata’s Data Bridge maps your ESG data to any sustainability LP reporting template, flags gaps, and creates exports that are formatted and ready to send.
Why Partner with Novata for LP Reporting?
Data Bridge takes the manual work out of responding to LP sustainability requests, so your team can focus on the relationship, not the re-entering data you already have in Novata.
Goodbye
Copy-Paste
Stop rebuilding spreadsheets by hand for every ESG LP reporting request. Upload the file you were sent, and let Data Bridge do the parsing and matching for you.
See What
You Have
(and Don't)
Know instantly which requested metrics you can answer with data already in Novata, and which ones need attention, before you send anything back.
Export in Their
Exact Format
Deliver a response that looks exactly like the template you received: same layout, same formatting, same tabs, but with the values filled in.
Simplified Sustainability LP Reporting
Novata’s Data Bridge makes responding to LP’s sustainability data requests fast and repeatable.
- AI-Powered Parsing: Data Bridge reads every row and tab of an LP’s request template and identifies what is a metric, what is context, what is a header, and what to skip.
- Confident Mapping: A combination of statistical matching techniques and AI review connects each requested item to the right metric in your account.
- Data Availability at a Glance: See immediately which mapped metrics have reported data behind them, so you know exactly where the gaps are.
- Fund- or Portfolio-Level Rollups: Aggregate results at the fund level or across your full portfolio, with filters by fund, sector, and location. Customize your filters to include or exclude certain elements of your portfolio.
- High-Fidelity Export: Get your response back in the LP’s original template, values placed exactly where they expect to find them.
How It Works
Upload Your LP Request
Data Bridge classifies each row as a metric, added context, a grouping, or something to exclude. Then, Novata AI begins parsing the file row by row and tab by tab.
Map and Review Your Data
Novata AI matching connects each row to the right metric in your account. You can confirm or adjust the mapping, and see right away whether you have reported ESG data behind each match. If you don’t have data for a suggested metric, swap in one you do (or leave blank).
Aggregate, Filter, and Export
Decide whether to report at the fund level or roll up across your full portfolio, with totals calculated automatically. Then, export your response in the LP’s original template, fully formatted and ready to send.
FAQ
Data Bridge is Novata’s tool for responding to data questionnaires sent outside the Novata report request framework. Data Bridge parses the questionnaire, maps its rows to your metrics using a combination of statistical and AI-driven matching, and exports a completed response in the questionnaire’s original format.
A great use case for Data Bridge is responding to ESG LP reporting requests.
Data Bridge combines a statistical approach (TF-IDF, which weighs how distinctive each piece of text is) with semantic matching and an AI reviewer, so it can connect requested items to the right metric even when templates use unfamiliar language or structure.
Novata AI suggests a match with a confidence score; you have the flexibility to review and/or override any row.
Data Bridge flags data availability as part of the mapping step, so you can see immediately which requested metrics have reported data behind them and which don’t, before you commit to a response.
Yes. Data Bridge lets you aggregate at either level, with totals calculated automatically, and filter further by fund, sector, or location.
Yes. Data Bridge preserves the formatting, layout, and structure of the file you received, placing each value exactly where the template expects it.
Simplify LP reporting.
Build stronger LP relationships.
Map, verify, and export your sustainability data into any LP template, in one secure, automated LP reporting solution.