TresVista | Leading Financial Service Provider
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Year: 2024

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  2. 2024
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How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level sales data analysis
25 Jun
ARM Worldwide

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
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How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation tool
25 Jun
User Two

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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How we helped a private lender firm in creating a tax lending model
25 Jun
ARM Worldwide

How we helped a private lender firm in creating a tax lending model

The Context The client, a Private Lender firm, wanted the TresVista Team to create a
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How we helped a portfolio company of a Private Equity firm to create a monthly board presentation
25 Jun
User Two

How we helped a portfolio company of a Private Equity firm to create a monthly board presentation

The Context The client, a portfolio company of a Private Equity firm, wanted the TresVista
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How we helped a Limited Partner screen and evaluate a Private Equity investment opportunity
25 Jun
ARM Worldwide

How we helped a Limited Partner screen and evaluate a Private Equity investment opportunity

The Context The client, a Limited Partner, wanted the TresVista Team to prepare a Quick
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How we supported a Real Estate Private Equity firm in creating a fund credit line tracker
25 Jun
User Two

How we supported a Real Estate Private Equity firm in creating a fund credit line tracker

The Context The client, a Real Estate Private Equity firm, wanted the TresVista Team to
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How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive landscape
25 Jun
User Two

How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive landscape

The Context The client, a Chicago-based Hedge Fund, focused on Longevity-linked investments such as life
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How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business Model
25 Jun
ARM Worldwide

How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business Model

The Context The client, a Growth Equity firm investing majorly in enterprise technology and healthcare
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How we helped a Private Equity firm to build an IOI Memo of an inbound CIM
25 Jun
User Two

How we helped a Private Equity firm to build an IOI Memo of an inbound CIM

The Context The client, a Private Equity firm, wanted the TresVista Team to create a
Read more
How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison to their peers
25 Jun
ARM Worldwide

How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison to their peers

The Context The client, an Impact Investing firm wanted the TresVista team to provide updates
Read more
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Insurance Company – CIM Summary

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Deal Summary Sample

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Credit Opportunities Fund IM

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022 6156 7300

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