TresVista | Leading Financial Service Provider
TresVista | Leading Financial Service Provider
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Research and Investment Services

Offering investment research services aligned to your dynamic business needs
Firms often face bandwidth constraints and need deeper insights to make confident investment decisions. TresVista’s Research and Investment Services address this by providing end-to-end support across the investment lifecycle — from detailed industry research and due diligence to valuation and portfolio monitoring. Our team acts as an extension of your deal or advisory team, enabling faster turnaround, sharper analysis, and greater decision-making clarity.

Research and Due Diligence

Research redefined with strategic DDQs and team collaboration

  • Detailed Industry Research and Competitive Landscaping​
  • Detailed Company Profiling​
  • Creating DDQs and Liaising with Management Teams​
  • Preparing IMs and Research Reports​
  • Financial Statement Analysis​
  • Term Sheet Evaluation​
  • Analyst Summaries and Flash Notes​
  • Tracking Economic Indicators and Business Journals

From challenge to success: Rise above the competition with our solutions

  • Formulating Content Marketing Strategies
  • Creating Content Thought Pieces
  • Creating Newsletters and Case Studies
  • Creating PPMs
  • Managing Social Media and Email Campaigns
  • Creating Periodic Investor Communications
  • Graphic Design Expertise on Marketing Materials

Marketing Analysis

Modeling and Analysis

Bringing efficiency in actions with our solutions

  • Financial Modeling and Assumption Validation​
  • Leveraged Buyout Modeling​
  • Discounted Cash Flow Modeling​
  • Operational Modeling​
  • Merger Modeling​
  • Fund Modeling​
  • Budget Modeling and Variance Analysis​
  • Sensitivity Analysis​
  • Quality of Earnings Analysis
  • Industry Trends

Steer your success with our key business driver analysis

  • Maintaining Operating Models
  • Periodic Portfolio Valuations (IRC 409A and ASC 820)
  • Trading and Transaction Comparable Analysis
  • Identifying Add-Ons and Potential Acquirers
  • Preparing Board Materials and Market Insights
  • Creating and Tracking Key Business Drivers
  • Hypothesis Testing

Portfolio Management

Deal Sourcing

Clear insights for clearer investment decisions

  • Identifying Potential Targets​
  • Preparing Target Profiles​
  • Identifying and Marketing to Relevant Intermediaries​
  • Industry Overview Reports​
  • Summarizing Investment Memorandums​
  • Reviewing and ​Editing NDAs​
  • Market Sizing and Industry Mapping​

  • Tracking Relevant News and Industry Trends

Get in touch with our experts

reachus@tresvista.com
Customized Solutions for Asset Classes

Private Equity

Private Credit

Public Equity

Public Credit

Equity Research

Family Offices

Venture Capital

Strategic Consulting

Investment Banks

CLO Investors

Transaction Advisory Services

Wealth Management

Institutional LPs

Corporate Development

Best Financial Analysts with a 3-tier FTE Model as Part of Your Team

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Hiring Insights

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Our Experience and Expertise can be just what you need

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We assist you in shaping strategic and operational decisions for a game-changing business model. Discuss your business goals with us today and tap into our top-tier premium outsourced services for your success!
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  • Cost Efficiency
  • HR Solutions
  • Quality

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