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
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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
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
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