Why SoftwareWorld Chooses Novata
"Private market investors and ESG-focused organizations often turn to Novata when they need a structured way to collect, manage, and report sustainability data. ESG data management can get messy without the right tools, and Novata helps bring some order to that process. It works well for teams handling reporting across multiple portfolio companies. That said, smaller businesses or those just beginning their ESG journey may find the platform more than they currently need."
Novata Evaluation Snapshot
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Novata Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Novata
Pros
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Purpose-built for private markets ESG data collection and reporting
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Covers the full ESG workflow from data intake to disclosure
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Audit-ready data trails give fund managers real compliance confidence
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Portfolio company onboarding takes noticeably less time than manual processes
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Frameworks like SFDR and ILPA are baked in natively
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Benchmarking tools let GPs compare portfolio performance across peer groups
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Security standards meet institutional-grade expectations without extra configuration
Cons
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Reporting templates feel rigid for highly customized ESG frameworks
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Advanced analytics access depends heavily on which plan tier
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Onboarding new teams around sustainability data takes meaningful effort
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Smaller organizations may find the platform scope overwhelming initially
Novata Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
Pros
- Purpose-built for private markets ESG data collection and reporting
- Covers the full ESG workflow from data intake to disclosure
- Audit-ready data trails give fund managers real compliance confidence
- Portfolio company onboarding takes noticeably less time than manual processes
- Frameworks like SFDR and ILPA are baked in natively
- Benchmarking tools let GPs compare portfolio performance across peer groups
- Security standards meet institutional-grade expectations without extra configuration
Cons
- Reporting templates feel rigid for highly customized ESG frameworks
- Advanced analytics access depends heavily on which plan tier
- Onboarding new teams around sustainability data takes meaningful effort
- Smaller organizations may find the platform scope overwhelming initially
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Novata Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
ESG Software 11 selected features ⌄
Sustainability Software 16 selected features Open category ↗ ⌄
Novata Integrations
Integration information is displayed only when approved integration products are available on the profile.
Novata Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
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Novata FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
- No, Novata does not offer a free version.
- Yes, Novata offers a free trial.
- No, Credit Card details are not required for the Novata trial.
- No, Novata does not offer an API.
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Novata can be integrated with the following applications:
- Salesforce Sales Cloud , ServiceNow , Jira , Asana , Google Workspace , HubSpot CRM , Slack , Zoom Meetings , Microsoft Teams , Zapier , ServiceNow , ServiceNow , jira
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Novata offers support with the following options:
- Email , Phone , Chat , Knowledge Base , FAQs/Forum
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Novata offers training with the following options:
- Live Online , Webinar , Documentation , Videos
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Novata supports the following languages:
- English
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Following are the typical users of the Novata:
- Self-Employed , Small-Business , Midsize-Business
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Novata supports the following deployment:
- Cloud Hosted
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Novata supports the following devices and operating systems:
- Web-Based , Mac
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Novata Comparisons
Open published two-product comparison pages for a side-by-side evaluation.
Microsoft Teams
Google Workspace
HubSpot CRM
Salesforce Sales Cloud
Slack
Jira
Zapier
ServiceNow
Asana
Zoom Meetings