25
Jun
How we supported a global company conduct due diligence on a Real Estate crowdfunding platform
The Context The client, a diversified global company spanning ten sectors, wanted the TresVista Team
25
Jun
How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance of portfolio managers
The Context The client, a Hedge Fund, wanted the TresVista Team to create a data
25
Jun
How we assisted a Private Equity fund in preparing capital call pushdown entries
The Context The client, a U.S.-based Private Equity fund, wanted the TresVista Team to prepare
25
Jun
How we provided value-add to a Secondaries advisory firm by revamping their reporting templates
The Context The client, a Secondaries advisory firm, used several excel templates for reporting purposes
25
Jun
How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private Equity industry
The Context The client, a recruiting firm, wanted the TresVista Team to maintain and update
25
Jun
How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly
The Context The client, a Private Equity firm, wanted the TresVista Team to assist them
25
Jun
How we helped a Venture Capital client to finalize a pipeline of companies that could be considered for further diligence
The Context The client, a Venture Capital firm wanted the TresVista team to build a
25
Jun
How we helped a Private Credit client to build an investment committee briefing as per the underwriting mandate of the client to be presented to the IC
The Context The client, a Private Credit firm wanted the TresVista team to prepare an
25
Jun
How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level sales data analysis
The Context The client, a Private Equity Firm, wanted to organise and categorize the raw
25
Jun
How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation tool
The Context The client, a global Investment Holding company, which manages various portfolio companies, used
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