Case Studies

24 Jun

How we helped an Asset Management client prepare roll forwards for Quarterly Valuation Models

Read more

24 Jun

How we supported an Investment Bank with the valuation and leverage analysis of Commercial Real Estate Advisory companies

Read more

24 Jun

How we assisted a Private Equity firm in modeling and consolidating an add-on acquisition

Read more

24 Jun

How we helped a client make an informed decision about its prospective investment by providing Industry and Country Analysis

Read more

24 Jun

How we assisted a private investment group by preparing a financial model for a residential housing construction SaaS start-up

Read more

24 Jun

How we assisted a Private Equity firm by building a fund model to evaluate a secondaries transaction

Read more

24 Jun

How we assisted a Private Equity Firm in a Sum of the Parts (SOTP) valuation and merger analysis for a Hotel Corporation

Read more

24 Jun

How we assisted a Private Equity Fund in preparing waterfall work papers to value the fund’s investments

Read more

24 Jun

How we helped an Asset Manager evaluate a potential investment opportunity by preparing a merger model of two food delivery companies

Read more

24 Jun

How we helped an asset manager by providing deeper industry insights and valuation analysis of a pharmaceutical company

Read more

24 Jun

How we assisted a Private Equity firm in Africa with tracking the performance of their debt portfolio

Read more

24 Jun

How we assisted a Real Estate firm in tracking the current and future performance of their funds

Read more

24 Jun

How we helped a Family Office perform deal diligence by modeling investment returns and performing a sensitivity analysis for an E-Commerce business

Read more

24 Jun

How we prepared a deal summary for a Private Credit firm and provided a recommendation for a target company

Read more

24 Jun

How we helped a Private Equity client in building a Dynamic Base model for Multi-Level Acquisitions

Read more

24 Jun

How we helped a Private Equity client in preparing a Fund Administration platform

Read more

24 Jun

How we helped an Alternative Asset Management client in fixing and reviewing a broken ‘Buyout Model’

Read more

24 Jun

How we helped a Private Equity client in conducting a Competitor Research Analysis

Read more

24 Jun

How we helped a Private Equity client in preparing an LBO Model, Acquisition Financial Model, and an Investor Presentation

Read more

24 Jun

How we helped a Private Equity client in analyzing and preparing an ESG scorecard

Read more

24 Jun

How we helped a Private Equity client in preparing an Investment Committee Deck

Read more

24 Jun

How we helped an Alternative Asset Management client in Balance Sheet Substantiation

Read more

24 Jun

How we helped a Sovereign Wealth Fund client in preparing an Operations model

Read more

24 Jun

How we helped a Private Equity client in preparing a Quarterly Portfolio Review

Read more

24 Jun

How we helped Human Resources develop an automated process to send Offer Letters

Read more

24 Jun

How we helped a Private Equity client in performing due diligence analysis for the target company operating in HCR Industry

Read more

24 Jun

How we helped the client prepare a Supply and Demand model that helped improve Operational Efficiency

Read more

24 Jun

How we helped a Hedge Fund in creating monthly NAV and Reconciliation packages

Read more

24 Jun

How we helped a Private Equity client in preparing a Fund Returns Projection model

Read more

24 Jun

How we helped a Real Estate Investment client in preparing Automated Data Governance reports

Read more

24 Jun

How we helped a Private Equity client in creating a detailed sector analysis research paper

Read more

24 Jun

How we helped a B2C client in fund raising by creating an operation model

Read more

25 Jun

How we helped a US based Private Equity client in conducting Financial Analysis of one of its portfolio companies    

Read more

25 Jun

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

Read more

25 Jun

How we helped a Portfolio Company in creating multiple marketing materials for Print and Digital platforms

Read more

25 Jun

How we helped an Investment Banking client analyze and model various bids received for a sell-side mandate

Read more

25 Jun

How we provided deal assistance to an Investment Banking client on the sale of a portfolio

Read more

25 Jun

How we helped a Private Equity client in monitoring valuations across their Secondary Credit portfolio

Read more

25 Jun

How we helped a financial advisory team develop a project finance model and investment memorandum

Read more

25 Jun

How we helped a Private Equity client in conducting a break-even cost analysis between two private jet contracts

Read more

25 Jun

How we helped a Private Equity client in carrying out data analysis and mapping exercise

Read more

25 Jun

How we helped an Investment Bank create a model for raising debt and calculating warrants

Read more

25 Jun

How we helped a Cryptocurrency Miner by creating a model to determine the optimal choice between alternatives

Read more

25 Jun

How we helped a Private Equity firm in building an operational and transactional model of a Rural Broadband Network

Read more

25 Jun

How we helped an Investment Banking client to create a global scoring system that ranks countries based on their performance across Macroeconomic, Political, and Sustainability metrics

Read more

25 Jun

How we helped a Private Credit client to evaluate the investment opportunities within the alternative credit space

Read more

25 Jun

How we helped a Private Equity firm in understanding the DevOps Software industry to identify attractive segments

Read more

25 Jun

How we helped a Private Equity client to adopt strategies for investing in the near term during the recession

Read more

25 Jun

How we helped a US-based Fintech firm in creating geography-focused industry and target research

Read more

25 Jun

How we helped a Private Equity firm in facilitating end-to-end financial due diligence on one of the biggest LP deals

Read more

25 Jun

How we helped a Venture Capital firm in creating an easy-to-understand and dynamic DCF model

Read more

25 Jun

How we supported an E-commerce marketplace aggregator analyze an Amazon marketplace seller’s brand performance

Read more

25 Jun

How we built a VBA and Outlook client-based E-mail automation tool

Read more

25 Jun

How we helped an Asset Management firm in building a flexible and comprehensive financial model

Read more

25 Jun

How we helped a Pension Fund client to design an ETL pipeline that can be leveraged to build analytics tools for making data-driven investment decisions

Read more

25 Jun

How we helped a Private Equity client to analyze financial models for anomalies, ran an LBO transaction and calculated returns analysis for fundraising rounds

Read more

25 Jun

How we helped a Real Estate Private Equity firm in diversifying their portfolio

Read more

25 Jun

How we helped a Private Equity client to conduct Auditing of Employee Business Expenses and Aging Analysis

Read more

25 Jun

How we assisted a Private Equity client to prepare a one-pager LBO template model to evaluate the initial phases of a deal

Read more

25 Jun

How we helped a Private Equity firm raise funds for its Consumer Durables client

Read more

25 Jun

How TresVista conducted a study to analyze Banking Valuation Multiples

Read more

25 Jun

How we helped an Equity Research and Investment Banking firm in recognizing industry trends and taking action

Read more

25 Jun

How we helped an Endowment Fund to design a performance scorecard to perform quantitative and qualitative analysis of a fund manager

Read more

25 Jun

How we helped a Fintech Investment Bank to conduct a TAM analysis for an Embedded Finance Fintech firm to expand into new geographies

Read more

25 Jun

How we generated deeper insights and decision-driving research on a Private Equity investor’s portfolio

Read more

25 Jun

How we assisted a Hedge Fund in the valuation of a listed online sports wagering company

Read more

25 Jun

How we helped an Investment Banking client to Maximize the Sale Proceeds and the Portfolio Size in a private secondary transaction

Read more

25 Jun

How we helped a Private Equity client to build a Valuation Model for a Downstream Oil Holding Company and its subsidiaries

Read more

25 Jun

How we supported a Real Estate Advisory firm in analyzing the energy consumption trends of supermarkets across the U.K.

Read more

25 Jun

How we helped a Family Office to build a detailed Track Record Analysis of the Private Equity Firms’ past funds

Read more

25 Jun

How we assisted a client in leveraging data from multiple data vendors to run company valuations

Read more

25 Jun

How we helped an Investment Bank in identifying a potential acquisition target for its MNC client

Read more

25 Jun

How we helped an Investment Bank client to build a Bid Summary Model to analyze and represent various bids in terms of multiples and valuations

Read more

25 Jun

How we helped a Private Equity firm in performing Consumer Sentiment Analysis on products and brands

Read more

25 Jun

How we helped an Investment Banking firm to Analyze the Costs involved in a DeSPAC transaction

Read more

25 Jun

How we assisted a Hedge Fund to automate their monthly fund summary report

Read more

25 Jun

How we helped a Sovereign Wealth Fund understand a new ecosystem and provided a recommendation as to which segment to enter

Read more

25 Jun

How we assisted a Private Equity firm by creating an automized tear sheet using their CRM platform

Read more

25 Jun

How we helped a Corporate FP&A client to create an M&A Integration Playbook to monitor integration process

Read more

25 Jun

How we supported the entire diligence process on an LP-led Secondary portfolio deal

Read more

25 Jun

How we helped a Private Equity firm to understand the Residential Real Estate sector in the UK

Read more

25 Jun

How we helped a PE firm conduct market research on PE activity in France & BeNeLux region

Read more

25 Jun

How we worked with a Family Office to provide deeper insights into SPACs in the U.S. Healthcare sector

Read more

25 Jun

How we helped a Cryptocurrency Mining client to build a Competitive Benchmarking Deck to be used for Analysis

Read more

25 Jun

How we helped a Private Credit client to build a Live Dynamic Portfolio Monitoring Dashboard to view details pertaining to their portfolio

Read more

25 Jun

How we helped a Private Equity client to build a Comprehensive Model that can Project the Demand for Electric Chargers by Country till 2050

Read more

25 Jun

How we helped a Private Equity firm in building an operating model and investor presentation

Read more

25 Jun

How we helped a Private Equity client to build a Model to assess the Return on Investment on a broad level for an Esoteric Asset – TRA

Read more

25 Jun

How we helped a Private Equity to perform an Audit Review before an SEC Audit took place and Analyze the Vendor Costs charged to Management Company

Read more

25 Jun

How we helped an Investment Banking firm to analyze Valuation Trends in both Public and Private markets across suitable FinTech sub-sectors

Read more

25 Jun

How we helped a Private Credit to build a Fund Model that translates the clients Sustainable Investments Strategy

Read more

25 Jun

How we helped a Private Equity firm to build a fund model comprising of Private and Public Portfolio Companies for an LP-led Secondaries Transaction

Read more

25 Jun

How we helped a Conglomerate in building a debt refinancing financial model

Read more

25 Jun

How we helped a Private Equity firm to change the method of Valuing one of the client’s PortCo from Post-money Equity Value to DCF, Trading, and Transaction Analysis

Read more

25 Jun

How we helped an Asset Manager in preparing a playbook for Private Equity firms

Read more

25 Jun

How we helped a Private Equity to prepare a Fund Scorecard which would help assess various Quantitative and Qualitative Attributes of a GP

Read more

25 Jun

How we helped a Real Estate Private Equity client to perform Variance Analysis for its expenses and revenue accounts to determine the company’s financial health

Read more

25 Jun

How we helped an Investment Banking firm in creating a repository of potential buyers in the Plastic Industry

Read more

25 Jun

How we helped a Private Equity client to restructure a workbook to simplify an accounting model for importing local accounting data

Read more

25 Jun

How we helped an Investment Banking client to forecast mortgage market size in Mongolia

Read more

25 Jun

How we helped a Vegetation Management client to analyze Lease Agreements of the clients and create Amortization Schedules

Read more

25 Jun

How we helped a private equity firm build a real estate portfolio cash flow model for analysing its performance

Read more

25 Jun

How we helped an Investment Banking client to Prepare the Bid Book and monitor the Bids Tenders by the buyers

Read more

25 Jun

How we helped a Private Equity client to track the Post-Covid Valuation of the portfolio companies in comparison to the Peers

Read more

25 Jun

How we helped a Secondaries client to evaluate the existing LP’s stake across various PE funds

Read more

25 Jun

How we helped a private equity firm to build a performance tracking system for one of its portfolio companies

Read more

25 Jun

How we helped a Private Equity client to prepare a comprehensive dashboard to evaluate and analyze performance trends

Read more

25 Jun

How we helped a private equity firm in preparing an intercompany report and with reconciliation of workbook

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

How we helped a Wealth Manager analyze and research uncorrelated assets

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

How we helped a Private Equity firm build a performance tracker for their portfolio company

Read more

25 Jun

How we helped a Private Credit Fund client to perform a valuation of leveraged loans portfolio quarterly

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

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

Read more

25 Jun

How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level sales data analysis

Read more

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

Read more

25 Jun

How we helped a Venture Capital client to finalize a pipeline of companies that could be considered for further diligence

Read more

25 Jun

How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly

Read more

25 Jun

How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private Equity industry

Read more

25 Jun

How we provided value-add to a Secondaries advisory firm by revamping their reporting templates

Read more

25 Jun

How we assisted a Private Equity fund in preparing capital call pushdown entries

Read more

25 Jun

How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance of portfolio managers

Read more

25 Jun

How we supported a global company conduct due diligence on a Real Estate crowdfunding platform

Read more

01 Jul

Country Research on Sub-Saharan-Africa

download now

02 Jul

Whitepaper For Profit Education in GCC

download now

02 Jul

Valuation Memorandum

download now

02 Jul

STC Memo

download now

02 Jul

Screening Samples

download now

02 Jul

SAFCO Memo 2011

download now

02 Jul

Project Mountain_Overview

download now

02 Jul

Profile_Zurich Insurance

download now

02 Jul

Preliminary Research Report_Sample

download now

02 Jul

Pharma_Pitchbook

download now

02 Jul

Oil and Gas IM

download now

02 Jul

MCD Memo_February 2012

download now

02 Jul

LP Profiles_SWF

download now

02 Jul

LCM – Due Diligence

download now

02 Jul

JanSan Industry Overview

download now

02 Jul

Investment Memo_Real Estate_Sample 2

download now

02 Jul

Investment Memorandum Wireless

download now

02 Jul

India Sugar Roll-up_Investment Opportunity

download now

02 Jul

Company XYZ_ Fund Due Diligence

download now

02 Jul

Brazil Private Equity

download now

02 Jul

Fund Level_Valuation Memorandum

download now

02 Jul

Project XXX_Budget Model

download now

02 Jul

Gold Mine Model_Model with Comps

download now

02 Jul

FinTech_Equity_Valuation

download now

02 Jul

Financial Analysis_Energy Holdings_2014

download now

02 Jul

Company ABC_Private Co. Model

download now

02 Jul

Company ABC_Merger Model

download now

02 Jul

Company ABC_LBO_Model

download now

02 Jul

Company ABC_Automobile Model

download now

02 Jul

Secondaries PPM_Sample

download now

02 Jul

Monthly MENA Newsletter_February 2012

download now

02 Jul

Annual Investor Meeting_Sample

download now

02 Jul

White Paper – Private Investment in Public Equity – India Focus

download now

02 Jul

Trading Comps_Middle East Banks

download now

02 Jul

Solar Power Opportunities in Europe

download now

02 Jul

Sample 3_IM summary

download now

02 Jul

Sample 1 IM summary

download now

02 Jul

Investors_Banks

download now

02 Jul

Heineken_Memo

download now

02 Jul

Healthcare Fund Managers List

download now

02 Jul

Healthcare Comparables

download now

02 Jul

Fund Pitchbook_Sample

download now

02 Jul

Emirates NBD Memo

download now

02 Jul

Deal Summary Sample

download now

02 Jul

Deal Summary

download now

02 Jul

Database_Potential Targets

download now

02 Jul

Comps Set_Behavorial Healthcare

download now

02 Jul

Company X_Potential Targets

download now

02 Jul

AlRajhi_Memo

download now

02 Jul

Bond Research Report_Sample

download now

02 Jul

Luxury Brands – Comparable Analysis

download now

02 Jul

FIRM B Performance Scorecard

download now

02 Jul

Company A – Board Meeting Presentation

download now

02 Jul

Zambia & DRC Copper Industry Research & Competitive Benchmarking

download now

02 Jul

Western Europe Chemical Manufactures List

download now

02 Jul

Vietnamese Retail Fashion – Industry Research

download now

02 Jul

UK Pension Fund Research

download now

02 Jul

U.S. Sun Screen Industry Research

download now

02 Jul

U.S. Outdoor Advertising – Industry Research & Competitive Profiling

download now

02 Jul

U.S. Landscaping Industry Research

download now

02 Jul

U.S. Insurance sector – Company Profiling

download now

02 Jul

U.K. Water Purification Industry Research

download now

02 Jul

U.S. Health Care Analytics Industry Research

download now

02 Jul

Franchise Industry Research

download now

02 Jul

ABC Company – Debt Cap Table

download now

02 Jul

ABC Company – Long form LBO Model

download now

02 Jul

ABC Company Oil Fields Valuation Model

download now

02 Jul

Affordable housing – Model

download now

02 Jul

Almarai Co. Model

download now

02 Jul

Al-Rajhi Bank Model

download now

02 Jul

Altice USA – DCF Modelling

download now

02 Jul

Company ABC – DCF & Returns Model

download now

02 Jul

Company ABC – DCF & Returns Model1

download now

02 Jul

Company ABC – DCF Model

download now

02 Jul

Company ABC – Private Co. Model

download now

02 Jul

Company MNC – Operational Model

download now

02 Jul

Energy Company – Valuation Model

download now

02 Jul

Family Bank Model

download now

02 Jul

Frontier Communications – DCF Modelling

download now

02 Jul

Media Company – M&A Modelling

download now

02 Jul

Private Company – LBO Model

download now

02 Jul

Shopping Mall Model

download now

02 Jul

Short form LBO Modelling

download now

02 Jul

Telecommunication Company Model

download now

02 Jul

Wilmar International_Model

download now

02 Jul

Aerospace Supply Chain Industry Research

download now

02 Jul

Africa Oil & Gas Industry Research

download now

02 Jul

Aircraft Leasing Industry Research

download now

02 Jul

Albanian Oil Industry Research

download now

02 Jul

Analyst Commentary Sample

download now

02 Jul

Aromatherapy Industry Research

download now

02 Jul

Bio-Tech & Pharmaceuticals – Industry Overview & Public Comps

download now

02 Jul

Board Presentation Sample

download now

02 Jul

Broadcast Industry Research

download now

02 Jul

Charter School Industry Research

download now

02 Jul

Company ABC – CIM Summary

download now

02 Jul

Company ABC – Credit Memo

download now

02 Jul

Company DEF – CIM Summary

download now

02 Jul

Company XYZ – Investor Memo

download now

02 Jul

Construction Equipment Leasing Industry Research

download now

02 Jul

Content Generation – Industry Research & Comparable Analysis

download now

02 Jul

Data and Software Solutions Participants – Company Profiling

download now

02 Jul

Digital Audio Advertising – Company Profiling

download now

02 Jul

Equity Bank Kenya – Company Profiling

download now

02 Jul

Esports Industry Research

download now

02 Jul

F&B Industry Update

download now

02 Jul

FinTech Industry Trends – Industry Research

download now

02 Jul

Gambia Country and Healthcare Industry Research

download now

02 Jul

HNWI Industry Research

download now

02 Jul

HR Software and Technology – Industry Research & Competitor Profiling

download now

02 Jul

India Two Wheeler Industry Research

download now

02 Jul

Cable Operators – Acquisition Comps

download now

02 Jul

Indian Healthcare Industry Research

download now

02 Jul

LAN Airlines – Company Profiling & Financial Analysis

download now

02 Jul

List of HR managment companies

download now

02 Jul

Microbiome Diagnostic Industry Research

download now

02 Jul

Oil & Gas – Distressed Credit Screen

download now

02 Jul

Organic Food – Industry Research & Public Comps

download now

02 Jul

OTT Media Industry Research

download now

03 Jul

Private Credit – Portfolio Tracker

download now

03 Jul

Private Equity Fund III LP – PPM

download now

03 Jul

Qatar Gas Transport Company Model

download now

03 Jul

Real Estate ABC – Investor Memo

download now

03 Jul

Real Estate Investor Memo Sample

download now

03 Jul

Registered Investment Advisory – Industry Research

download now

03 Jul

Smart Meter Opportunities – Industry Research

download now

03 Jul

Solar Energy – Industry Research and Competitive Analysis

download now

03 Jul

Specialty Pharmacy Industry Research

download now

03 Jul

Project ABC – IC Memo

download now

03 Jul

Project XYZ – Portfolio Overview

download now

03 Jul

Real Estate Company –  Public Comparable

download now

03 Jul

Company ABC – Deal Summary

download now

03 Jul

Company X – Deal Summary

download now

03 Jul

Company XYZ – CIM Summary

download now

03 Jul

Credit Opportunities Fund IM

download now

03 Jul

Deal Summary Sample

download now

03 Jul

Insurance Company – CIM Summary

download now

03 Jul

List of FinTech companies

download now

03 Jul

Nutritional Supplement – Public and Transaction Comps

download now

03 Jul

Pharmaceutical – Public and Transaction Comps

Read More

03 Jul

Plastic Injection Moulding – Financial Buyers List

download now

03 Jul

Singapore Oilfield Services Equipment – Potential Targets

download now

03 Jul

US Energy and Utilities – Public Comps Analysis

download now

03 Jul

Waste Management – Public and Transaction Comps

download now

03 Jul

Automobile Company – Dashboard

download now

03 Jul

Construction industry – White Paper

download now

03 Jul

Content Marketing – Investment Bank Profile1

download now

03 Jul

Industry Research on Water Purification Sector in the UK

download now

03 Jul

Industry Research on Thermal Energy Sector in Sub-Saharan Africa

download now

03 Jul

Country Research on Sub-Saharan-Africa

download now

04 Mar

Customer Relationship Management (CRM)

Read more

04 Mar

Potential LPs List

Read more

04 Mar

LP-led Deals: Deal Diligence Value-chain

Read more

04 Mar

LP-led Deals: Portfolio Summary

Read more

04 Mar

LP-led Deals: Fund Modelling

Read more

04 Mar

LP-led Deals: ESG Analysis

Read more

04 Mar

LP-led Deals: Proactive Pricing / Fund Monitoring

Read more

04 Mar

LP-led Deals: Primary GP Analysis

Read more

04 Mar

GP-led Deals: Quarterly Portfolio Review (QPR)

Read more

04 Mar

GP-led Deals: iLEVEL Implementation: Portfolio Quarterly Performance Report

Read more

04 Mar

GP-led Deals: Investment Committee Deck

Read more

04 Mar

GP-led Deals: NAV Analysis

Read more

05 Mar

GP-led Deals: Pre-deal Modelling

Read more

05 Mar

GP-led Deals: Post-deal Modelling

Read more

05 Mar

Fundraising

Read more

05 Mar

Annual General Meeting (AGM) Deck

Read more

05 Mar

Quarterly Portfolio Review (QPR)

Read more

05 Mar

Automated Notice Generation Application

Read more

05 Mar

Fundraising Dashboard

Read more

05 Mar

ETL Architecture

Read more