25
Jun
How we helped a Private Equity client to create a list of Potential LPs who might be interested in taking meetings at an upcoming Conference as a part of the Fundraising efforts
The Context The client, a Private Equity firm, asked the TresVista team to create a
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
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