Very helpful data collection tool that allows for increased efficiencies for GPs but also provides value to portfolio companies through its useful guidance material and hands on support. Overall, we are very satisfied with the product and service delivered and definitely recommend to other GPs.

- Easy to navigate and intuitive platform- automated data collection that integrates with existing systems and processes- ability to apply standard metrics as well as customized metrics- guidance material around specific KPIs- very helpful and responsive customer support team- thorough onboarding process for both GP and portcos

This is still a young platform and thus naturally some features still need to be developed further.

Our Private Equity owners asked us to use this software and also set up the metrics they wanted us to report on. Since they have a large portfolio, some of the metrics are not applicable to us, but that's easy enough to mark as not reported for our entity. Getting support when we need it has been easy and the Novata team is very easy to work with. Overall, it's been a very positive experience and I'm happy with the product.

Novata is incredibly simple to navigate. There is guidance available to explain what each metric relates to. I like that we can have multiple people working on the ESG questionnaire at the same time collaboratively.

Novata is new and still creating functionality and feature requests. Some features are less intuitive than they could be--I'd love the system to auto-save as you click through the different metrics. Right now you must hit the save button before hitting next or it doesn't record your answers. Also, finding the guidance or help can sometimes be a little confusing, but we do always get there in the end.

Easy step by step of what do next next with remaining data. Plus full download after

Sometimes information needed was a bit veige

The process started with an introduction session that introduced you to the process and software. The software is easy to use and intuitive. Very good product

It is easy to use, has very good help menu that gives you instructions on how calculate data. It allows you to save and return to the data input.

There was nothing about the software that was negative

The software is a purpose-built tool for ESG/metric collection and analysis. The company has strong impact/ESG credentials, and the customer support team has been very hands-on/helpful.

Being a new product, the proprietary benchmarking tools will take some time to develop as the collected data set grows.