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Portfolio Management

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How we helped a Private Equity client to prepare a comprehensive dashboard to evaluate and analyze performance trends
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
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How we helped a private equity firm to build a performance tracking system for one of its portfolio companies
25 Jun

How we helped a private equity firm to build a performance tracking system for one of its portfolio companies

The Context The client, a Private Equity firm, wanted the TresVista team to build a
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How we helped a Private Equity client to track the Post-Covid Valuation of the portfolio companies in comparison to the Peers
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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How we helped an Investment Banking client to Prepare the Bid Book and monitor the Bids Tenders by the buyers
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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How we helped a private equity firm build a real estate portfolio cash flow model for analysing its performance
25 Jun

How we helped a private equity firm build a real estate portfolio cash flow model for analysing its performance

The Context The client, a Private Equity firm, wanted the TresVista team to work with
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How we helped an Asset Manager in preparing a playbook for Private Equity firms
25 Jun

How we helped an Asset Manager in preparing a playbook for Private Equity firms

The Context The client, an Alternative Asset Manager, involved in GP stakes investing, wanted the
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How we helped a Private Equity firm to change the method of Valuing one of the client’s PortCo from Post-money Equity Value to DCF, Trading, and Transaction Analysis
25 Jun

How we helped a Private Equity firm to change the method of Valuing one of the client’s PortCo from Post-money Equity Value to DCF, Trading, and Transaction Analysis

The Context The client, a Private Equity firm, asked the TresVista team to change the
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How we helped a Private Credit client to build a Live Dynamic Portfolio Monitoring Dashboard to view details pertaining to their portfolio
25 Jun

How we helped a Private Credit client to build a Live Dynamic Portfolio Monitoring Dashboard to view details pertaining to their portfolio

The Context The client, a Private Credit firm, asked the TresVista team to build a
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How we helped a Cryptocurrency Mining client to build a Competitive Benchmarking Deck to be used for Analysis
25 Jun

How we helped a Cryptocurrency Mining client to build a Competitive Benchmarking Deck to be used for Analysis

The Context The client, a Cryptocurrency Mining firm, asked the TresVista team to provide a
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How we helped a Private Equity client in monitoring valuations across their Secondary Credit portfolio
25 Jun

How we helped a Private Equity client in monitoring valuations across their Secondary Credit portfolio

The Context The client, a Private Equity firm, wanted the TresVista team to enhance their
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