Worked with
1,000+ Clients
From Emerging to
Established Firms
Servicing Clients
in 80+ Countries
Across Industries
and Asset Classes
Client-Integrated
Operational Strategy
The Research and Investment Services (RIS) involves a team of highly trained professionals to function as an extension of a client team. The execution team consists of an Analyst(s), Associate(s), and an AVP. This team is additionally supported by value-add functions for efficient execution.
The scope of work includes support on deal sourcing and profiling, modeling and valuation, research and due diligence, and portfolio management.
Business Development Services (BDS) offers support to clients on the operational front. These include processes related to identifying, targeting, tracking, and closing new business opportunities.
Areas of workflow include prospecting, lead generation and management, outreach, sales pipeline management and analytics, CRM implementation, and deal flow tracking and reporting.
CFO Office Services supports client back-office functions, including fund administration/accounting activities, corporate accounting, and bookkeeping services.
The scope of work includes preparing NAV packages, partner capital statements, fund level accounting, processing payables, credit card expenses, preparing wires, and general bookkeeping support.
Data Intelligence Group (DIG) works with clients in leveraging data to generate strategic insights, provide comprehensive business intelligence, and analytics solutions.
The DIG team is well-versed in solutions covering all major aspects of the analytical process, including predictive modeling, text mining and analytics, and reporting and dashboarding.
TresVista, the leading enterprise offering a diversified portfolio of services, including investment diligence, industry research, business development, fund administration, accounting, and data analytics, celebrates five successful years of its Women in TresVista (WiT) cell.
We offer unparalleled opportunities of mutual growth to those who are looking to make a lasting impact.
Our culture endorses our vision, mission and values that are deeply rooted in our PACT