Question 1

What is Novalytics?

Accepted Answer

Novalytics is an AI-native data platform that turns unstructured data from multiple sources into structured data, mapped to your team's custom data points. It's built for sustainable finance and investment teams.
The platform is customized to each client. We configure the specific data points you care about, then put it to work finding and analyzing the reports, filings, and documents that matter to you, scanning the web for any source you need, and pulling multiple sources together. From there, Novalytics automates the gathering, extraction, and structuring of that data, then automates the analysis on top of it.
The result lives in a database your team can come back to any time, inside a shared workspace, so data and insight get reused across the organization instead of being rebuilt by each person, one prompt at a time. Work that used to take hours now takes minutes.
General-purpose tools like ChatGPT and Copilot weren't designed for this job. Novalytics was, from day one. That's why the output holds up every time: accurate and consistent, regardless of how well you phrase the question. It runs on a fixed, repeatable, automated process. No prompting required, and no back-and-forth to get a usable result.

Question 2

Who is Novalytics for?

Accepted Answer

Novalytics is built for teams whose decisions depend on getting data right:
- Sustainable and responsible investment teams sourcing and screening opportunities
- Risk and ESG teams running due diligence across a portfolio
- Asset owners who need to know whether the companies they've backed are on track to meet their commitments
These teams work at investment firms, asset managers, pension funds, insurers, endowments, and family offices. Novalytics removes the manual work of collecting and structuring data, so the analysis it feeds is faster and more dependable.

Question 3

What can Novalytics help me with?

Accepted Answer

Novalytics helps sustainable investment, ESG, and risk teams automate their manual workflows:
- Sourcing and screening investment opportunities using data structured around the metrics you track
- Running due diligence across a portfolio without manually pulling data from disclosures, filings, and reports one company at a time
- Benchmarking companies or portfolios against peers
- Gap analysis to see where a company falls short
- Projection: forecasting whether a company is on track to hit its stated targets
- Customizable, centralized data: the platform is configured around the specific data points your team cares about, in a shared workspace so work gets reused across the organization instead of redone by each person
Work that used to take hours of manual gathering and verification gets done in minutes.

Question 4

How does Novalytics work?

Accepted Answer

Novalytics is built on frontier AI innovations, so the platform stays current as the underlying technology advances. Under the hood, we use advanced natural language processing and large language models to read, structure, and analyze unstructured data — and because we're model-agnostic, we're not locked into any single provider's technology, which means the platform keeps pace with whatever performs best rather than being tied to one model's limitations.

Question 5

How are you different from ChatGPT, Claude, or Copilot?

Accepted Answer

General AI tools put the work on you: you upload a document, ask a question, check the answer, and re-prompt when it's incomplete. They're not built for custom data point analysis at scale that need verifyable and auditable trace, so getting a usable result depends on how well you can prompt-engineer your way there, catch the errors and teams that try often spend nearly as much time managing the chat as they'd spend doing the work manually.
Building an in-house solution on top of Copilot or Claude also means ongoing maintenance and updates - time and resources most investment teams would rather spend elsewhere.
General AI tools aren't model-agnostic either, so teams end up running every task, simple or complex, through whatever single model they've built around, often overpaying to run easy tasks on an expensive model, or under-powering the tasks that need more.
Novalytics resolves all that. It runs a fixed, repeatable, automated process purpose-built for turning unstructured data into your data points - no prompting, no in-house maintenance, and no guesswork about which model to use for which task. Novalytics also gives you the option to encrypt your private data, and we never use client data to train our models.

Question 6

Is my data secure?

Accepted Answer

Absolutely. Novalytics gives you the option to encrypt your private data, and we never use client data to train our models.

Question 7

Do you offer free trials?

Accepted Answer

Yes. Every free trial is set up around your team's actual data and priorities, so we start with a short conversation to understand what you're trying to solve, then build the trial around your data needs and your workflow.
To request a trial, contact us.

Question 8

Do you support multiple languages?

Accepted Answer

Yes, we currently support English and French. We can support other key languages based on clients' needs.

Question 9

Is there multi-user or team access?

Accepted Answer

Yes. Novalytics is built for teams working across a shared workspace so data and analysis are visible and reusable across the organization, not siloed to one person's account. Everyone works from the same centralized data and the same structured outputs, which keeps analysis consistent and avoids the version-control problems that come from teams working across scattered spreadsheets and email threads.

Question 10

Can I customize the metrics or questions to my firm's methodology?

Accepted Answer

Yes. We configure metric sets around the data points that you care about. You can either choose from the list of default data points that Novalytics comes with or integrate your own methodology and taxonomy. Novalytics is a fully customizable solution.

Question 11

Is there an API or technical integration?

Accepted Answer

We evaluate integrations case by case today rather than offering a standard, self-serve API. If your team has a specific integration need, talk to us directly.

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