About Treety
Treety is a compliance software platform from Treety that helps fund managers manage ESG reporting. It combines portfolio insights, climate foresight, and compliance management so users can significantly reduce their compliance workload. Designed specifically for fund managers, Treety supports users in meeting regulatory requirements while providing valuable analysis of investment impacts. The platform is trusted by over 100 fund managers who rely on it for effective and efficient reporting. Key capabilities: ESG reporting portfolio analysis compliance tracking climate risk assessment data management Best for: fund managers that need to simplify ESG reporting and improve compliance efforts.
Treety is an AI-driven ESG and sustainability reporting platform built specifically for fund managers and private market investors. It automates complex tasks such as data collection, validation, and reporting across frameworks like SFDR, SASB, and GRI, reducing manual workload by up to 80% and significantly accelerating compliance timelines. The platform’s standout feature is its AI assistant, VERA, which guides users through data workflows, proactively follows up on data gaps, and prepares investor-ready reports—saving time and increasing accuracy. With configurable reporting frameworks, seamless API integration, and audit-ready insights, Treety helps institutional asset managers, private equity firms, and impact VCs maintain regulatory compliance and build stakeholder trust. While detailed pricing and deployment specifics aren’t publicly listed, the vendor offers custom plans tailored to different investment segments. The platform’s focus on fund-specific ESG workflows and regulatory adaptability makes it a compelling choice for financial professionals seeking scalable sustainability reporting tools.
Pros & Cons
- Automates ESG data collection and reporting, cutting compliance workload by up to eighty percent
- Supports all major ESG frameworks, allowing unified reporting across global regulatory standards
- AI validation improves data accuracy and reduces audit risk for fund-level sustainability reports
- Purpose-built for fund managers, matching real portfolio and investor reporting workflows
- Configurable metrics allow alignment with unique impact strategies and investment theses
- Reporting customization depth is unclear for highly bespoke LP disclosure formats
- Advanced ESG configuration may require onboarding support for first-time sustainability teams
- Heavy focus on regulation may feel complex for early-stage funds with minimal compliance needs
- Dependence on AI validation may require manual review for highly qualitative impact metrics
Features
Key features
Automates ESG data collection, validation, reporting and regulatory alignment with 80% time savings
Supports SFDR, SASB, ISSB, GRI, IRIS+, TCFD, TNFD and custom ESG frameworks in one platform
Generates investor-ready, audit-ready ESG and impact reports in minutes instead of weeks
Centralizes ESG and impact data across all portfolio companies with approval workflows
Uses AI to detect inconsistencies, missing values and outliers for higher data accuracy
Allows funds to tailor KPIs and ESG indicators to specific investment strategies
Connects with Excel, CRM and data systems for seamless ESG data import and export
Additional features
Guides users through ESG workflows, compliance checks, and automated reporting processes
Collects structured ESG and impact data from portfolio companies digitally
Maps company data to SFDR, SASB, ISSB, GRI, IRIS+, TCFD and TNFD standards
Creates proprietary ESG and impact methodologies aligned with fund strategy
Produces traceable reports with data sources and validation history
Flags abnormal ESG values and data quality issues automatically
Enables review and sign-off of ESG data across stakeholders
Visualizes ESG performance and portfolio-level impact trends
Automatically adapts templates to evolving ESG regulations
Integrates with Excel, CRM systems and data collection tools
Provides standardized formats for LP and regulatory disclosures
Enables guided ESG data submission with live assistance
Pricing
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About Treety
Treety is a compliance software platform from Treety that helps fund managers manage ESG reporting. It combines portfolio insights, climate foresight, and compliance management so users can significantly reduce their compliance workload. Designed specifically for fund managers, Treety supports users in meeting regulatory requirements while providing valuable analysis of investment impacts. The platform is trusted by over 100 fund managers who rely on it for effective and efficient reporting. Key capabilities: ESG reporting portfolio analysis compliance tracking climate risk assessment data management Best for: fund managers that need to simplify ESG reporting and improve compliance efforts.
Treety Details
Treety's In-App Market Place
Does Treety have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
EUR (€), USD ($), GBP (£)
Pros & Cons
- Automates ESG data collection and reporting, cutting compliance workload by up to eighty percent
- Supports all major ESG frameworks, allowing unified reporting across global regulatory standards
- AI validation improves data accuracy and reduces audit risk for fund-level sustainability reports
- Purpose-built for fund managers, matching real portfolio and investor reporting workflows
- Configurable metrics allow alignment with unique impact strategies and investment theses
- Reporting customization depth is unclear for highly bespoke LP disclosure formats
- Advanced ESG configuration may require onboarding support for first-time sustainability teams
- Heavy focus on regulation may feel complex for early-stage funds with minimal compliance needs
- Dependence on AI validation may require manual review for highly qualitative impact metrics
Treety's Support Options
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