25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
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