Collect Data

Engage portfolio companies and collect the right data

Combining Technology and Expertise

Novata combines technology and hands-on support to remove friction, reduce errors, and streamline portfolio engagement. With Novata, you can easily:

Onboard portfolio companies quickly and efficiently
Provide guided data entry with built-in guidance, definitions, and calculators
Reduce errors and duplication with auto-calculated metrics and logic rules
Collect data directly from portfolio companies or work with third parties to submit on their behalf
Share selected metrics with other clients across the Novata network

From seamless UX to real-time support, Novata offers features to eliminate common errors and capture comparable, high-quality data.

Key Advantages

User-friendly interface: Clear design with built-in metric guidance and definitions.
Collaboration tools: Assign metrics, manage submissions, and work as a team.
Smart validations: Conditional logic, fixed fields, and value ranges.
Automated alerts: Flag outliers or incomplete entries before submission.
Share metrics: Push metrics to multiple requestors to easily meet overlapping data requests.
Save time: Automatic pre-fill from past submissions and previously completed reports.
Carbon Navigator: Easy-to-use calculator for Scopes 1, 2, and 3 emissions tracking.

Data Collection Made Even Easier

Novata AI and our agentic-powered tools let you:

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

Explore the Novata Carbon Navigator

The Novata Carbon Navigator offers a digitized, end-to-end solution to to calculate your carbon footprint, manage greenhouse gas data, and set actionable climate targets.

Watch the Carbon Navigator in Action →

Introducing the Novata Data Workspace

Portfolio companies responding to investor requests have access to a secure Data Workspace. The Data Workspace offers users a clear, organization-wide view of their sustainability data.

Users can filter and explore the data in ways that matter to their organization, whether they’re preparing reports for investors or tracking progress internally. As the organization continues to add and update data, the Data Workspace becomes an even more powerful tool to support their reporting and analytics.