For Impact VCs
We recognize that impact management and measurement are incredibly contextual.
For Impact Venture Capitalists, Treety delivers a powerful, AI-enhanced solution to measure, manage, and maximize the positive impact of your investments. Our platform supports you in tracking key performance indicators that align with your mission-driven goals. We provide actionable insights and clear reporting frameworks, enabling you to showcase the tangible benefits of your investments to stakeholders. With support for SFDR, SDR, IFRS, and CSRD, and customizable ESG frameworks through our smart metrics library, Treety helps you drive meaningful change and amplify the impact of your portfolio.
Centralize impact data from your portfolio companies.
Build customizable impact metrics, specific to your IMM objectives.
Create your own calculations with our formula builder.
Get insights on your impact targets at the fund level.
How does it work?
You are three steps away from resolving your impact & ESG data challenges
Step 1 - Set Up Your Instance
-
We update all of your operational and financial information on your personal Treety dashboard.
-
Based on your compliance and ESG needs, we set up all the frameworks for you. This includes the metrics and templates you need to complete internally or send out to your portfolio companies.
-
We set up all your ESG historical data through a CSV file, API connection, or other bulk upload feature of your choice.
-
See the status of your ESG reporting across all your funds and portfolio companies. See the completion scores for each fund per framework per reporting period.
Step 2 - Monitor Your ESG Performance
-
Send out data requests for each underlying asset. You can resend or revoke requests and send automated reminders for unfulfilled requests.
-
You can pre-fill data gaps with values from time-based interpolations and enter projections & targets for any metric.
-
Confirm or reject all reported metrics from underlying assets and responds to comments directly from your request module. Our A.I assistant
can flah potentially incorrect or inaccurate values. -
Showcase all reported values on pre-defined visuals in dashboards. We flag when any reported value has crossed pre-defined thresholds or boundaries as per the ESG policy of each fund.
Step 3 - Generate Your Reports
-
Generate your reports with existing values in the system for a specific fund & reporting period. You can add
qualitative information & long text inputs for fund-level policies. -
Edit any component of a framework, request template or report template. You can also create your own framework from scratch and customize your dashboards to your evolving ESG reporting needs.
-
Edit any portfolio-level information such as adding/removing assets, updating metrics to monitor or policies to track at the fund level.
-
We know that ESG and impact reporting is an iterative process. Treety alleviates the manual work and helps you improve on your ESG monitoring and reporting process with every cycle!
Trusted by
