25
Jun
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
25
Jun
How we helped a Private Equity firm build a performance tracker for their portfolio company
The Context The client, a Private Equity firm, wanted the TresVista team to develop a
25
Jun
How we helped a Wealth Manager analyze and research uncorrelated assets
The Context The client, a Wealth Manager, based out of the U.S., wanted to build
25
Jun
How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers
The Context The client, a Secondary Private Equity firm, wanted to benchmark themselves against the
25
Jun
How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development
The Context The client, a Real-Estate firm, wanted the TresVista Team to identify potential Requests
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 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 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 private equity firm in preparing an intercompany report and with reconciliation of workbook
The Context The client, a Private Equity firm, wanted the TresVista team to prepare a
25
Jun
How we helped a private equity firm to build a performance tracking system for one of its portfolio companies
The Context The client, a Private Equity firm, wanted the TresVista team to build a
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