Case Studies

24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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24 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

How TresVista conducted a study to analyze Banking Valuation Multiples

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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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

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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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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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

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25 Jun

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

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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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

How we helped a Wealth Manager analyze and research uncorrelated assets

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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25 Jun

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

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01 Jul

Country Research on Sub-Saharan-Africa

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02 Jul

Whitepaper For Profit Education in GCC

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02 Jul

Valuation Memorandum

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02 Jul

STC Memo

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02 Jul

Screening Samples

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02 Jul

SAFCO Memo 2011

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02 Jul

Project Mountain_Overview

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02 Jul

Profile_Zurich Insurance

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02 Jul

Preliminary Research Report_Sample

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02 Jul

Pharma_Pitchbook

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02 Jul

Oil and Gas IM

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02 Jul

MCD Memo_February 2012

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02 Jul

LP Profiles_SWF

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02 Jul

LCM – Due Diligence

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02 Jul

JanSan Industry Overview

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02 Jul

Investment Memo_Real Estate_Sample 2

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02 Jul

Investment Memorandum Wireless

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02 Jul

India Sugar Roll-up_Investment Opportunity

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02 Jul

Company XYZ_ Fund Due Diligence

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02 Jul

Brazil Private Equity

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02 Jul

Fund Level_Valuation Memorandum

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02 Jul

Project XXX_Budget Model

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02 Jul

Gold Mine Model_Model with Comps

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02 Jul

FinTech_Equity_Valuation

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02 Jul

Financial Analysis_Energy Holdings_2014

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02 Jul

Company ABC_Private Co. Model

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02 Jul

Company ABC_Merger Model

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02 Jul

Company ABC_LBO_Model

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02 Jul

Company ABC_Automobile Model

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02 Jul

Secondaries PPM_Sample

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02 Jul

Monthly MENA Newsletter_February 2012

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02 Jul

Annual Investor Meeting_Sample

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02 Jul

White Paper – Private Investment in Public Equity – India Focus

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02 Jul

Trading Comps_Middle East Banks

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02 Jul

Solar Power Opportunities in Europe

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02 Jul

Sample 3_IM summary

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02 Jul

Sample 1 IM summary

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02 Jul

Investors_Banks

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02 Jul

Heineken_Memo

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02 Jul

Healthcare Fund Managers List

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02 Jul

Healthcare Comparables

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02 Jul

Fund Pitchbook_Sample

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02 Jul

Emirates NBD Memo

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02 Jul

Deal Summary Sample

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02 Jul

Deal Summary

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02 Jul

Database_Potential Targets

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02 Jul

Comps Set_Behavorial Healthcare

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02 Jul

Company X_Potential Targets

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02 Jul

AlRajhi_Memo

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02 Jul

Bond Research Report_Sample

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02 Jul

Luxury Brands – Comparable Analysis

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02 Jul

FIRM B Performance Scorecard

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02 Jul

Company A – Board Meeting Presentation

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02 Jul

Zambia & DRC Copper Industry Research & Competitive Benchmarking

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02 Jul

Western Europe Chemical Manufactures List

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02 Jul

Vietnamese Retail Fashion – Industry Research

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02 Jul

UK Pension Fund Research

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02 Jul

U.S. Sun Screen Industry Research

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02 Jul

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

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02 Jul

U.S. Landscaping Industry Research

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02 Jul

U.S. Insurance sector – Company Profiling

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02 Jul

U.K. Water Purification Industry Research

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02 Jul

U.S. Health Care Analytics Industry Research

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02 Jul

Franchise Industry Research

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02 Jul

ABC Company – Debt Cap Table

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02 Jul

ABC Company – Long form LBO Model

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02 Jul

ABC Company Oil Fields Valuation Model

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02 Jul

Affordable housing – Model

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02 Jul

Almarai Co. Model

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02 Jul

Al-Rajhi Bank Model

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02 Jul

Altice USA – DCF Modelling

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02 Jul

Company ABC – DCF & Returns Model

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02 Jul

Company ABC – DCF & Returns Model1

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02 Jul

Company ABC – DCF Model

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02 Jul

Company ABC – Private Co. Model

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02 Jul

Company MNC – Operational Model

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02 Jul

Energy Company – Valuation Model

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02 Jul

Family Bank Model

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02 Jul

Frontier Communications – DCF Modelling

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02 Jul

Media Company – M&A Modelling

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02 Jul

Private Company – LBO Model

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02 Jul

Shopping Mall Model

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02 Jul

Short form LBO Modelling

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02 Jul

Telecommunication Company Model

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02 Jul

Wilmar International_Model

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02 Jul

Aerospace Supply Chain Industry Research

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02 Jul

Africa Oil & Gas Industry Research

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02 Jul

Aircraft Leasing Industry Research

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02 Jul

Albanian Oil Industry Research

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02 Jul

Analyst Commentary Sample

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02 Jul

Aromatherapy Industry Research

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02 Jul

Bio-Tech & Pharmaceuticals – Industry Overview & Public Comps

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02 Jul

Board Presentation Sample

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02 Jul

Broadcast Industry Research

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02 Jul

Charter School Industry Research

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02 Jul

Company ABC – CIM Summary

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02 Jul

Company ABC – Credit Memo

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02 Jul

Company DEF – CIM Summary

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02 Jul

Company XYZ – Investor Memo

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02 Jul

Construction Equipment Leasing Industry Research

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02 Jul

Content Generation – Industry Research & Comparable Analysis

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02 Jul

Data and Software Solutions Participants – Company Profiling

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02 Jul

Digital Audio Advertising – Company Profiling

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02 Jul

Equity Bank Kenya – Company Profiling

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02 Jul

Esports Industry Research

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02 Jul

F&B Industry Update

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02 Jul

FinTech Industry Trends – Industry Research

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02 Jul

Gambia Country and Healthcare Industry Research

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02 Jul

HNWI Industry Research

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02 Jul

HR Software and Technology – Industry Research & Competitor Profiling

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02 Jul

India Two Wheeler Industry Research

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02 Jul

Cable Operators – Acquisition Comps

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02 Jul

Indian Healthcare Industry Research

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02 Jul

LAN Airlines – Company Profiling & Financial Analysis

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02 Jul

List of HR managment companies

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02 Jul

Microbiome Diagnostic Industry Research

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02 Jul

Oil & Gas – Distressed Credit Screen

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02 Jul

Organic Food – Industry Research & Public Comps

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02 Jul

OTT Media Industry Research

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03 Jul

Private Credit – Portfolio Tracker

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03 Jul

Private Equity Fund III LP – PPM

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03 Jul

Qatar Gas Transport Company Model

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03 Jul

Real Estate ABC – Investor Memo

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03 Jul

Real Estate Investor Memo Sample

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03 Jul

Registered Investment Advisory – Industry Research

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03 Jul

Smart Meter Opportunities – Industry Research

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03 Jul

Solar Energy – Industry Research and Competitive Analysis

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03 Jul

Specialty Pharmacy Industry Research

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03 Jul

Project ABC – IC Memo

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03 Jul

Project XYZ – Portfolio Overview

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03 Jul

Real Estate Company –  Public Comparable

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03 Jul

Company ABC – Deal Summary

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03 Jul

Company X – Deal Summary

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03 Jul

Company XYZ – CIM Summary

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03 Jul

Credit Opportunities Fund IM

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03 Jul

Deal Summary Sample

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03 Jul

Insurance Company – CIM Summary

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03 Jul

List of FinTech companies

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03 Jul

Nutritional Supplement – Public and Transaction Comps

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03 Jul

Pharmaceutical – Public and Transaction Comps

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03 Jul

Plastic Injection Moulding – Financial Buyers List

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03 Jul

Singapore Oilfield Services Equipment – Potential Targets

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03 Jul

US Energy and Utilities – Public Comps Analysis

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03 Jul

Waste Management – Public and Transaction Comps

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03 Jul

Automobile Company – Dashboard

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03 Jul

Construction industry – White Paper

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03 Jul

Content Marketing – Investment Bank Profile1

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03 Jul

Industry Research on Water Purification Sector in the UK

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03 Jul

Industry Research on Thermal Energy Sector in Sub-Saharan Africa

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03 Jul

Country Research on Sub-Saharan-Africa

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