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Novata Launches Tech-Enabled ESG Due Diligence Solution to Streamline Investment Workflows

Solution connects diligence data to post-deal value creation, eliminating inefficiencies and aligning with deal team priorities

Novata, the private markets’ leading sustainability management partner, today announced the launch of its new ESG Due Diligence solution to enable deal professionals to request, review, and contextualize sustainability data, pre-investment, in a single, secure environment, and seamlessly connect it to post-deal monitoring.

Novata’s new solution minimizes the burden on deal teams by centralizing the diligence workflow: requesting, reviewing, and analyzing data, in one secure location. Users can quickly assess potential risks and opportunities, then automatically share the sustainability data collected during diligence to their portfolio monitoring environment on Novata - creating a clear line of sight from diligence through exit.

Key features of Novata’s Due Diligence solution include:

  • Self-serve setup and secure access management across deal teams and targets.
  • Real-time comparison of diligence data to portfolio and market benchmarks.
  • Collaborative workflows for metric-level data review and targeted follow-up.
  • Digitized scoring that generates concise, actionable outputs.
  • Full integration with Novata’s monitoring platform to track performance over time.

“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.”

By combining intuitive technology with optional Advisory services, Novata’s solution significantly reduces costs and connects diligence data to measurable financial outcomes across the holding period.

“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.”

Novata is on a mission to empower private markets to achieve a more sustainable and inclusive form of capitalism. To learn more about Novata, visit the website and follow Novata on LinkedIn to keep up with the company’s latest news and insights.

About Novata

Novata is the private markets’ sustainability management partner. We empower hundreds of investment firms and approximately 10,000 companies to achieve their sustainability goals with our trusted data management platform and advisory practice—because it’s good for business and it’s good for the planet. Learn more at www.novata.com.

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