Year: 2025
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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
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
GP-led Deals: Quarterly Portfolio Review (QPR)
Request and Guidelines Provided The client required the TresVista team to assist with their periodic
LP-led Deals: Primary GP Analysis
Request and Guidelines Provided The client required assistance evaluating an opportunity to take an LP
LP-led Deals: Proactive Pricing / Fund Monitoring
Request and Guidelines Provided The client requested assistance with tracking the quarterly valuation movement across
LP-led Deals: ESG Analysis
Request and Guidelines Provided ESG considerations are increasingly crucial in today’s private equity landscape, driving
LP-led Deals: Fund Modelling
Request and Guidelines Provided The client operates in the Secondaries PE market dealing in LP
LP-led Deals: Portfolio Summary
Request and Guidelines Provided After a deal gets logged in the CRM platform and the
LP-led Deals: Deal Diligence Value-chain
Request and Guidelines Provided At the outset, the client sent over the deal details to
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