25
Jun
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
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
The Context The client, a Family Office firm wanted the TresVista team to analyze the
25
Jun
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
25
Jun
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
25
Jun
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
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 client to create a Fundraising Tracker
The Context The client, a Private Equity firm, asked the TresVista team to create a
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