Year: 2024
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How we helped a Venture Capital client to finalize a pipeline of companies that could be considered for further diligence
The Context The client, a Venture Capital firm wanted the TresVista team to build a
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
The Context The client, a Private Credit firm wanted the TresVista team to prepare an
How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level sales data analysis
The Context The client, a Private Equity Firm, wanted to organise and categorize the raw
How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation tool
The Context The client, a global Investment Holding company, which manages various portfolio companies, used
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
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
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
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
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
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
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