TresVista | Leading Financial Service Provider
Research and Investment Services
- Industry Research and Market Mapping
- Company Profiling and Screening
- Creating DDQs and Liaising with
- Management Teams
Preparing IMs and Teasers - Term Sheet Evaluation
Creating Whitepapers and Thought Pieces - Creating Periodic Investor Communications
- Financial Modeling and Assumption Validation
- Trading and Transaction Comparable Analysis
- LBO/DCF Modeling
- Periodic Portfolio Valuations (IRC 409A and ASC 820)
- Fund Modeling
- Budget Modeling and Variance Analysis
- Quality of Earnings Analysis
CFO Office Services
- Recording Acquisitions and Dispositions
- Tracking Commitments, Capital Calls, and Distributions
- Calculating Management Fees and Carried Interest
- Partner Capital Account Balances
- NAV, Returns, and Waterfall Calculations
- SPV Accounting
- Setting up/Cleaning up Accounting Books
- Reconciliations: Bank Accounts, Credit Cards, and Customer Statements
- Posting Daily Journal Entries
- Preparing Month-End and Year-End Statements with Footnotes
- Budgeting and Forecasting
- Bank Wire Creation
- Aging Report Preparation
- Audit Support
Data Intelligence Group
- Geospatial Analytics & Time Series Forecasting
- Streaming Analytics and Fraud & Risk Analytics
- Cloud Services
- Data Pipelines, Data Modeling, DataOps, and Data Storage
- Machine Learning and Deep Learning
- Generative AI and Computer Vision
- Web & Mobile Development
- OTS and COTS Products
- Building & Maintaining Development Platforms
- Standardizing Delivery Process and CI/CD
- Business Intelligence and AI-Powered BI
- Process Automation and Periodic Reporting
Process Support Services
- CRM Management: Data Migration, Standardization & Maintenance
- Lead Generation: List-Building, Profiling & Outreach
- Procure To Pay
- Record To Report
- Order To Cash
- Graphic Services: Creating Brand Collaterals & Marketing Materials
- Document Services: Templates, Presentations & Formatting
- Company Analysis: Sourcing Company Reports, Profiles & News
- Industry Analysis: Industry Reports, Deal Runs & Macroeconomic Data
Browse handpicked case studies and work samples
HR Solution
We provide a flexible staffing model and dedicate tiered team support for each client project
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Quality
We offer high-quality services with our industry-leading talent, fortified with multiple layers of quality check
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Operating Leverage
We offer a centralized resource pool that integrates across client’s value chain
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Cost Efficiency
Lower indirect costs with meaningful direct cost savings
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