Enterprise preview: content, claims and integrations remain subject to review.View launch readiness

Do more with your data.

Turn files, APIs, databases and code into reports, dashboards and data apps.Work in the workspace, ask Minerva or automate in code. Keep the source, run and output together.

Recurring workflowMonthly portfolio reporting
Run complete
01Source
positions.xlsx
benchmark.csvmarket API

Files and feeds stay named, so the next run reads the intended data.

02Run
monthly_report
  1. Source loaded01
  2. Report refreshed02
  3. Output prepared03
03Output
Review ready
Monthly report

Portfolio update

V13
Source
positions.xlsx
Run
complete
Result
ready to review
Illustrative sampleSource, run and result shown together
Built with financial teams
DNB
Tribe Impact Capital
Lincoln Private Investment Office
Navera
Windmill Hill
GYB
Creand
Backed byAntlerStartupLabInnovation Norway
The Novem journey

Start with data. End with work that runs again.

Each step adds value without hiding the one before it. Begin with a table and chart, then build towards the repeatable workflow your team actually needs.

  1. 01

    Bring data

    Start with Excel, CSV, JSON, an API or a database.

  2. 02

    See it

    Open the data as a table, then turn it into a clear first chart.

  3. 03

    Refine it

    Change the chart, title, axes, labels, legend and supporting text.

  4. 04

    Build the output

    Combine datasets and views into a designed, client-ready dashboard, report or factsheet with your theme.

  5. 05

    Deliver it

    Share the result on the web or export it as PNG, PDF or PPTX.

  6. 06

    Keep it live

    Save the workflow, rerun it, schedule it or trigger it through the API.

  7. 07

    Extend it

    Turn the useful workflow into a focused data app your team can run again.

Workspace · Minerva · Code

Work in the workspace, with Minerva or in code.

Prepare a report in the workspace, ask Minerva to do the groundwork or run the workflow with code. For each supported route, Novem keeps the source, job, run and result visible.

See how Minerva works →

Workspace

01 · Sourcedata.csvAdded
02 · Rundaily_reportReady
03 · Outputclient factsheetReview
Explore reporting →

Minerva

You

Update the client factsheet using the available data.

  1. Found the sourcedata.csv
  2. Matched the jobdaily_report
  3. Prepared the planclient factsheet update
PLAN READY · WAITING FOR CONFIRMATION

Code

Novem CLIJob guide →
  1. 01Run with input files
    novem -j daily_report -R @data.csv @config.json
  2. 02Read the latest log
    novem -j daily_report -r log
  3. 03Schedule every day at 08:00
    echo "0 8 * * *" | novem -j daily_report -w config/schedule
Shared outputThe same client factsheet
Client factsheet
web · PDF · PPTX · run record
ready
Illustrative sample · synthetic data · not a real fund
Novem Asset Management
Monthly reportJun 2026
Novem AI Infrastructure Opportunities Fund

Monthly Portfolio Factsheet

Performance, allocation and risk notes from named positions, benchmark feeds and market data.

ISINGB00NVM02486
Share classInstitutional GBP
Base currencyGBP
Fund size£248.6m
NAV£248.6m
MTD+1.8%
YTD+6.4%
Risk8.7%
Nov 25Feb 26Jun 26
FundBenchmark
Infrastructure32.4%+1.2
Credit income24.8%+0.6
Real assets18.1%-0.3
1234567
positions.xlsxbenchmark_feed.csvallocation_summary.jsonrun log
Sourcedata.csv
Jobdaily_report
Runstatus · log · output
Resultweb · PDF · PPTX
Security

Control is part of the workflow.

Every workflow should answer four questions: who can act, what the run can touch, where the data lives and what record remains.

Access

Confirm identity, workspace roles and admin controls for the deployment.

Tenant isolation

Test that customer data, outputs and logs stay inside the agreed boundary.

Secrets

Confirm how credentials are scoped to the job and its sources.

Run record

Inspect the status, timings, logs and outputs for the offered route.

Straight answers

What customers ask first.

Does Novem replace our BI tool?

No. Keep Looker, Tableau or Metabase for exploration. Novem focuses on repeatable delivery: producing the agreed outputs, rerunning them on schedule and retaining the evidence the team needs.

What is Minerva?

Minerva prepares work inside Novem using the sources and actions available to it. Your team reviews what happens next.

Can our own agents and tools use Novem?

Novem provides MCP and REST interfaces for supported resources. Ask us which routes are available for your workflow.

Start small

Bring one recurring workflow.

We will show you the live output, how it runs on schedule and how your team can inspect each rerun.