Business-aware monitoring
Track the KPIs that matter for each company's model and stage.
← Product
Portfolio
Follow company performance as the information changes.
Treto keeps portfolio context current from company updates, board materials, financials and the firm's own work.
How it works
Built around the way investment work develops.
Operating performance, investment context and reporting history remain connected over time. Teams can see recent changes, missing information and the source behind material figures.
Portfolio monitoring
ARR $18.2M
Runway 22 mo
Ownership 12.4%
Atlas Analytics
Updated todayQ2 revenue was restated upward. Current runway remains above the firm's monitoring threshold.
Latest operating report linked to the updated figures.
What Treto maintains
Historical performance
See operating metrics and material company changes across reporting periods.
Source-backed figures
Trace important values to the update, board material or financial source behind them.
Portfolio attention
Surface missing updates, material changes and monitoring items that deserve review.