Firm-level history
Preserve interactions, introductions and ownership of important relationships across the team.
← Product
Relationships
Put the firm's relationships inside the investment process.
Treto connects people, interactions and relationship paths to the deals and questions where they are relevant.
How it works
Built around the way investment work develops.
Relationship history becomes part of the firm's investment context. Teams can understand who knows a person, why the relationship exists and where that relationship can support current work.
Relationship intelligence
Who can help validate enterprise pricing?
Mara Vance
Former portfolio operator
Strong path
David Chen
SaaS CFO
Direct
Laura Ortiz
Go-to-market advisor
Warm path
Relationship paths remain connected to firm history.
What Treto maintains
Investment context
Connect people to companies, deals, prior conversations and open commitments.
Relevant people surfaced
Find people who may help answer diligence questions or provide useful operating context.
Actionable paths
See the relationship owner and prepare the next outreach from the same context.