25
Jun
How we supported a global company conduct due diligence on a Real Estate crowdfunding platform
The Context The client, a diversified global company spanning ten sectors, wanted the TresVista Team
25
Jun
How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance of portfolio managers
The Context The client, a Hedge Fund, wanted the TresVista Team to create a data
25
Jun
How we assisted a Private Equity fund in preparing capital call pushdown entries
The Context The client, a U.S.-based Private Equity fund, wanted the TresVista Team to prepare
25
Jun
How we provided value-add to a Secondaries advisory firm by revamping their reporting templates
The Context The client, a Secondaries advisory firm, used several excel templates for reporting purposes
25
Jun
How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private Equity industry
The Context The client, a recruiting firm, wanted the TresVista Team to maintain and update
25
Jun
How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly
The Context The client, a Private Equity firm, wanted the TresVista Team to assist them
25
Jun
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
25
Jun
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
25
Jun
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
25
Jun
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
All Categories
- Case Study
- CFO Office Services
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- Deal Sourcing
- Energy
- Fund Administration
- Industrials
- Management Company Accounting
- Marketing and Communication
- Modeling and Analysis
- Podcasts
- Portfolio Management
- Reporting and Automation
- Research and Due Diligence
- Research and Investment Services
- Secondaries Case Studies
- Webinars
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