TresVista | Leading Financial Service Provider
TresVista | Leading Financial Service Provider
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    • Overview
    • Research and Investment Services
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  • Insights
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    • TresVista Perspective
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Month: June 2024

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  2. 2024
  3. June
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How we helped a Private Debt client to track and monitor the health of each of its portfolio companies
25 Jun
ARM Worldwide

How we helped a Private Debt client to track and monitor the health of each of its portfolio companies

The Context The client, a Private Debt firm wanted the TresVista team to track and
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How we helped a Family Office client to build a template and analyze past and current sales data based on different identifiable metrics
25 Jun
ARM Worldwide

How we helped a Family Office client to build a template and analyze past and current sales data based on different identifiable metrics

The Context The client, a Family Office firm wanted the TresVista team to analyze the
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How we helped a Wealth Manager analyze and research uncorrelated assets
25 Jun
User Two

How we helped a Wealth Manager analyze and research uncorrelated assets

The Context The client, a Wealth Manager, based out of the U.S., wanted to build
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How we helped a Private Credit client to create a list of potential refinancing targets by analyzing portfolio companies of a BDC
25 Jun
ARM Worldwide

How we helped a Private Credit client to create a list of potential refinancing targets by analyzing portfolio companies of a BDC

The Context The client, a Private Credit firm wanted the TresVista team to search for
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How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers
25 Jun
User Two

How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers

The Context The client, a Secondary Private Equity firm, wanted to benchmark themselves against the
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How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development
25 Jun
User Two

How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development

The Context The client, a Real-Estate firm, wanted the TresVista Team to identify potential Requests
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How we helped a Hedge Fund in analyzing the overall sentiment of the market by studying a particular statement provided
25 Jun
ARM Worldwide

How we helped a Hedge Fund in analyzing the overall sentiment of the market by studying a particular statement provided

The Context The client, a Hedge Fund, asked the TresVista team to assess the market
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How we helped a Financial Database client to create Historical Financial Models for Public and Private Companies
25 Jun
ARM Worldwide

How we helped a Financial Database client to create Historical Financial Models for Public and Private Companies

The Context The client, a Financial Database firm, asked the TresVista team to prepare create
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How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens
25 Jun
User Two

How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens

The Context The client, a Public Equity firm, wanted the TresVista team to create a
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How TresVista conducted an exercise to map out all relevant contacts for existing TresVista clients
25 Jun
ARM Worldwide

How TresVista conducted an exercise to map out all relevant contacts for existing TresVista clients

The Context The purpose of the internal project was to provide a comprehensive database for
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022 6156 7300

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022 6156 7300

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