25
Jun
How we helped a private lender firm in creating a tax lending model
The Context The client, a Private Lender firm, wanted the TresVista Team to create a
25
Jun
How we helped a portfolio company of a Private Equity firm to create a monthly board presentation
The Context The client, a portfolio company of a Private Equity firm, wanted the TresVista
25
Jun
How we helped a Limited Partner screen and evaluate a Private Equity investment opportunity
The Context The client, a Limited Partner, wanted the TresVista Team to prepare a Quick
25
Jun
How we supported a Real Estate Private Equity firm in creating a fund credit line tracker
The Context The client, a Real Estate Private Equity firm, wanted the TresVista Team to
25
Jun
How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive landscape
The Context The client, a Chicago-based Hedge Fund, focused on Longevity-linked investments such as life
25
Jun
How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business Model
The Context The client, a Growth Equity firm investing majorly in enterprise technology and healthcare
25
Jun
How we helped a Private Equity firm to build an IOI Memo of an inbound CIM
The Context The client, a Private Equity firm, wanted the TresVista Team to create a
25
Jun
How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison to their peers
The Context The client, an Impact Investing firm wanted the TresVista team to provide updates
25
Jun
How we helped a Private Credit Fund client to perform a valuation of leveraged loans portfolio quarterly
The Context The client, a Private Credit Fund firm wanted the TresVista team to calculate
25
Jun
How we helped a Private Equity firm build a performance tracker for their portfolio company
The Context The client, a Private Equity firm, wanted the TresVista team to develop a
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