25
Jun
How we helped a Construction Service Provider to migrate contracts from existing CRM to a client’s proprietary CRM system
The Context The client, a Construction Service Provider, asked the TresVista team to migrate contracts
25
Jun
How we helped a Private Equity client to create a Fundraising Tracker
The Context The client, a Private Equity firm, asked the TresVista team to create a
25
Jun
How we helped a Corporate client to prepare Monthly Board Presentations which provides a Financial Snapshot of the company and other supplemental analysis
The Context The client, a Corporate Firm, asked the TresVista team to prepare a monthly
25
Jun
How we helped a Hedge Fund client to assess the vulnerability of US commercial REITs in response to the Recessionary Environment
The Context The client, a Hedge Fund, asked the TresVista team to assess whether US
25
Jun
How we helped a Private Equity client to prepare a Disclosure Note for the Schedule of Investments
The Context The client, a Private Equity firm, asked the TresVista team to prepare a
25
Jun
How we helped a Private Equity client to decide Strategic Courses of action to track progress of their Portfolio Company
The Context The client, a Private Equity firm, asked the TresVista team to provide the
25
Jun
How we helped a Private Equity client to prepare a comprehensive dashboard to evaluate and analyze performance trends
The Context The client, a Private Equity firm in the restaurant franchise business, asked the
25
Jun
How we helped a Secondaries client to evaluate the existing LP’s stake across various PE funds
The Context The client, a Secondaries Private Equity firm, asked the TresVista team to evaluate
25
Jun
How we helped a Private Equity client to track the Post-Covid Valuation of the portfolio companies in comparison to the Peers
The Context The client, a Private Equity firm, asked the TresVista team to track the
25
Jun
How we helped an Investment Banking client to Prepare the Bid Book and monitor the Bids Tenders by the buyers
The Context The client, an Investment Bank, asked the TresVista team to prepare the Bid
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