04
Mar
LP-led Deals: Portfolio Summary
Request and Guidelines Provided After a deal gets logged in the CRM platform and the
04
Mar
LP-led Deals: Deal Diligence Value-chain
Request and Guidelines Provided At the outset, the client sent over the deal details to
04
Mar
Potential LPs List
Request and Guidelines Provided The client asked TresVista to assist them in identifying potential investors
04
Mar
Customer Relationship Management (CRM)
Request and Guidelines Provided The client asked the TresVista team to assist them with
25
Jun
How we supported a global company conduct due diligence on a Real Estate crowdfunding platform
The Context The client, a diversified global company spanning ten sectors, wanted the TresVista Team
25
Jun
How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance of portfolio managers
The Context The client, a Hedge Fund, wanted the TresVista Team to create a data
25
Jun
How we assisted a Private Equity fund in preparing capital call pushdown entries
The Context The client, a U.S.-based Private Equity fund, wanted the TresVista Team to prepare
25
Jun
How we provided value-add to a Secondaries advisory firm by revamping their reporting templates
The Context The client, a Secondaries advisory firm, used several excel templates for reporting purposes
25
Jun
How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private Equity industry
The Context The client, a recruiting firm, wanted the TresVista Team to maintain and update
25
Jun
How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly
The Context The client, a Private Equity firm, wanted the TresVista Team to assist them
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