Deal flow
Track every opportunity with its history, people, documents, decisions, and next actions attached.
AI software for private-market investment firms
The operating layer for private markets.
Treto connects deals, relationships, portfolio companies, documents, tasks, and reporting in one system, then keeps the context behind them current.
DEALSRELATIONSHIPSPORTFOLIODOCUMENTSTASKSREPORTINGDEALSRELATIONSHIPSPORTFOLIODOCUMENTSTASKSREPORTING
Product
One system across the investment workflow.
Portfolio
Keep ownership, performance, company updates, reporting, and follow-ups connected over time.
Relationships
Preserve the firm's relationship history across founders, LPs, co-investors, advisors, and portfolio teams.
Documents & work
Turn incoming information into source-linked records, open work, and accountable follow-through.
How it works
Software that keeps the firm current.
Treto interprets new information as it arrives, updates firm context, prepares recurring work, and proposes actions for review.
TRETO WORKFLOW
Northline Logistics
New source
Northline Operating Report · Q1 2025
XLSX · received today
Detected changeFY25 EBITDA guidance raised
Proposed record update
Guidance$96–$100M
Revenue growth+12% YoY
Ask Treto
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Ask questions across your firm's records and underlying sources. Every answer links back to the evidence behind it.
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Sources connectedWhat changed in Northline Logistics since last month?
Northline Logistics reported Q1 revenue up 12% YoY. Management raised FY25 EBITDA guidance to $96–$100M.
Earnings Deck Q1 2025p.4 · PDF
Management Notesp.2 · DOCX
Operating Reportp.6 · XLSX
Answers are grounded in your sources.
Built for investment work
Context you can trust and act on.
Source-backed
Keep generated answers and extracted facts tied to the document, email, transcript, or record behind them.
Approval-controlled
Review proposed changes and actions before Treto applies them.
Auditable
Preserve what changed, who approved it, and which source supported the update.
Institutional memory
Keep investment context attached to the firm as deals, companies, relationships, and portfolios evolve.
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