04
Mar
GP-led Deals: iLEVEL Implementation: Portfolio Quarterly Performance Report
Request and Guidelines Provided The client required TresVista’s assistance in onboarding of iLEVEL as the
04
Mar
GP-led Deals: Quarterly Portfolio Review (QPR)
Request and Guidelines Provided The client required the TresVista team to assist with their periodic
04
Mar
LP-led Deals: Primary GP Analysis
Request and Guidelines Provided The client required assistance evaluating an opportunity to take an LP
04
Mar
LP-led Deals: Proactive Pricing / Fund Monitoring
Request and Guidelines Provided The client requested assistance with tracking the quarterly valuation movement across
04
Mar
LP-led Deals: ESG Analysis
Request and Guidelines Provided ESG considerations are increasingly crucial in today’s private equity landscape, driving
04
Mar
LP-led Deals: Fund Modelling
Request and Guidelines Provided The client operates in the Secondaries PE market dealing in LP
04
Mar
LP-led Deals: Portfolio Summary
Request and Guidelines Provided After a deal gets logged in the CRM platform and the
04
Mar
LP-led Deals: Deal Diligence Value-chain
Request and Guidelines Provided At the outset, the client sent over the deal details to
04
Mar
Potential LPs List
Request and Guidelines Provided The client asked TresVista to assist them in identifying potential investors
04
Mar
Customer Relationship Management (CRM)
Request and Guidelines Provided The client asked the TresVista team to assist them with
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