• Streamlined Investment Workflows: Centralizes ESG due diligence and post-deal tracking in a single, secure platform.
• Data-Driven Decision-Making: Real-time benchmarks and actionable scoring improve risk assessment and portfolio alignment.
• Reduced Resource Burden: Digitized, intuitive workflows lower operational friction for deal teams.

Novata has launched a new ESG Due Diligence solution designed to overhaul how private market deal professionals manage sustainability data—making it easier, faster, and more connected to long-term investment outcomes.

The tool enables users to request, review, and analyze ESG metrics pre-investment in a secure environment and then seamlessly transition that data into ongoing portfolio monitoring via Novata’s integrated platform.

“While assessing sustainability factors has become a standard part of the investment process, traditional diligence workflows have historically been resource-intensive, disconnected from holding-period value creation, and lacking actionable outputs,” said Jessie Martin, Global Head of Advisory at Novata. “Novata’s new offering delivers a pragmatic and cost-effective alternative that investment teams can adopt without burden or disruption.”

Key capabilities include:

• Self-serve setup and role-based access across deal teams and targets
• Real-time benchmarking against portfolio and market data
• Collaborative, metric-level workflows and targeted follow-ups
• Automated, digitized scoring for clear and concise outputs
• Full integration with Novata’s performance monitoring tools

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The platform empowers teams to assess ESG risks and opportunities early in the deal process, then maintain visibility through to exit—creating a continuous value loop from diligence to return.

“We designed the platform to meet deal teams where they are,” said Patrick Crowley, Head of Product, Investors at Novata. “With an intuitive setup to automated insights, it’s a smarter, scalable approach that makes sustainability diligence a natural part of the investment lifecycle.”

The addition of optional Advisory services further supports execution, linking ESG diligence to measurable financial outcomes and enhancing strategic alignment across the holding period.

For investors and executives seeking a scalable, data-rich solution to ESG integration, Novata’s platform is positioned as a next-gen tool for competitive advantage.

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