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Month: June 2024

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  2. 2024
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How we helped a US based Private Equity firm to engage with external and internal stakeholders
25 Jun
ARM Worldwide

How we helped a US based Private Equity firm to engage with external and internal stakeholders

The Context The client, a US based Private Equity firm with nearly $6 billion in
Read more
How we helped a Private Equity client to create a list of Potential LPs who might be interested in taking meetings at an upcoming Conference as a part of the Fundraising efforts
25 Jun
ARM Worldwide

How we helped a Private Equity client to create a list of Potential LPs who might be interested in taking meetings at an upcoming Conference as a part of the Fundraising efforts

The Context The client, a Private Equity firm, asked the TresVista team to create a
Read more
How we helped a Construction Service Provider to migrate contracts from existing CRM to a client’s proprietary CRM system
25 Jun
ARM Worldwide

How we helped a Construction Service Provider to migrate contracts from existing CRM to a client’s proprietary CRM system

The Context The client, a Construction Service Provider, asked the TresVista team to migrate contracts
Read more
How we helped a private equity firm in updating a fund budget model
25 Jun
User Two

How we helped a private equity firm in updating a fund budget model

The Context The client, a Private Equity firm, wanted the TresVista Team to prepare a
Read more
How we helped a Private Equity client to create a Fundraising Tracker
25 Jun
ARM Worldwide

How we helped a Private Equity client to create a Fundraising Tracker

The Context The client, a Private Equity firm, asked the TresVista team to create a
Read more
How we helped a Corporate client to prepare Monthly Board Presentations which provides a Financial Snapshot of the company and other supplemental analysis
25 Jun
ARM Worldwide

How we helped a Corporate client to prepare Monthly Board Presentations which provides a Financial Snapshot of the company and other supplemental analysis

The Context The client, a Corporate Firm, asked the TresVista team to prepare a monthly
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How we helped a private equity firm with financial data analysis for an E-commerce hunting company
25 Jun
User Two

How we helped a private equity firm with financial data analysis for an E-commerce hunting company

The Context The client, a Private Equity firm, wanted the TresVista team to consolidate and
Read more
How we helped a Hedge Fund client to assess the vulnerability of US commercial REITs in response to the Recessionary Environment
25 Jun
ARM Worldwide

How we helped a Hedge Fund client to assess the vulnerability of US commercial REITs in response to the Recessionary Environment

The Context The client, a Hedge Fund, asked the TresVista team to assess whether US
Read more
How we helped a Private Equity client to prepare a Disclosure Note for the Schedule of Investments
25 Jun
ARM Worldwide

How we helped a Private Equity client to prepare a Disclosure Note for the Schedule of Investments

The Context The client, a Private Equity firm, asked the TresVista team to prepare a
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How we helped a Private Equity client to decide Strategic Courses of action to track progress of their Portfolio Company
25 Jun
ARM Worldwide

How we helped a Private Equity client to decide Strategic Courses of action to track progress of their Portfolio Company

The Context The client, a Private Equity firm, asked the TresVista team to provide the
Read more
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