ETL Architecture
Request and Guidelines Provided Client: Private Equity Secondaries firm Create a data warehouse in Google
Fundraising Dashboard
Request and Guidelines Provided Client: Private Equity Secondaries firm Create a dashboard for the fundraising
Automated Notice Generation Application
Request and Guidelines Provided Client: Private Equity Secondaries firm Create a fully automated application that
Quarterly Portfolio Review (QPR)
Request and Guidelines Provided To create a one-stop portfolio management solution that helps the management
Annual General Meeting (AGM) Deck
Request and Guidelines Provided The client requires the TresVista team’s assistance in preparing their AGM
Fundraising
Request and Guidelines Provided The client required assistance in preparing the Pitchdeck during the start
GP-led Deals: Post-deal Modelling
Request and Guidelines Provided The client required TresVista to update their asset-level and fund-level models
GP-led Deals: Pre-deal Modelling
Request and Guidelines Provided The client required the team to work on creating the asset-level
GP-led Deals: NAV Analysis
Request and Guidelines Provided The client sought TresVista’s assistance to track the NAV of a
GP-led Deals: Investment Committee Deck
Request and Guidelines Provided The client’s deal team required TresVista to work on a variety
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