05
Mar
ETL Architecture
Request and Guidelines Provided Client: Private Equity Secondaries firm Create a data warehouse in Google
05
Mar
Fundraising Dashboard
Request and Guidelines Provided Client: Private Equity Secondaries firm Create a dashboard for the fundraising
05
Mar
Automated Notice Generation Application
Request and Guidelines Provided Client: Private Equity Secondaries firm Create a fully automated application that
05
Mar
Quarterly Portfolio Review (QPR)
Request and Guidelines Provided To create a one-stop portfolio management solution that helps the management
05
Mar
Annual General Meeting (AGM) Deck
Request and Guidelines Provided The client requires the TresVista team’s assistance in preparing their AGM
05
Mar
Fundraising
Request and Guidelines Provided The client required assistance in preparing the Pitchdeck during the start
05
Mar
GP-led Deals: Post-deal Modelling
Request and Guidelines Provided The client required TresVista to update their asset-level and fund-level models
05
Mar
GP-led Deals: Pre-deal Modelling
Request and Guidelines Provided The client required the team to work on creating the asset-level
04
Mar
GP-led Deals: NAV Analysis
Request and Guidelines Provided The client sought TresVista’s assistance to track the NAV of a
04
Mar
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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