Year: 2025
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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
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
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