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
25
Jun
How we helped a Private Debt client to track and monitor the health of each of its portfolio companies
The Context The client, a Private Debt firm wanted the TresVista team to track and
25
Jun
How we helped a Family Office client to build a template and analyze past and current sales data based on different identifiable metrics
The Context The client, a Family Office firm wanted the TresVista team to analyze the
25
Jun
How we helped a Wealth Manager analyze and research uncorrelated assets
The Context The client, a Wealth Manager, based out of the U.S., wanted to build
25
Jun
How we helped a Private Credit client to create a list of potential refinancing targets by analyzing portfolio companies of a BDC
The Context The client, a Private Credit firm wanted the TresVista team to search for
25
Jun
How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers
The Context The client, a Secondary Private Equity firm, wanted to benchmark themselves against the
25
Jun
How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development
The Context The client, a Real-Estate firm, wanted the TresVista Team to identify potential Requests
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