Our Work

Our case studies and work samples cover a range of
sectors and functional areas.

How we helped a Private Equity client to create a Fundraising Tracker

How we helped a Corporate client to prepare Monthly Board Presentation which provides a Financial Snapshot of the

How we helped a Hedge Fund client to assess the vulnerability of US commercial REITs in response to

How we helped a Private Equity client to prepare a Disclosure Note for the Schedule of Investments

How we helped a Private Equity client to decide Strategic Courses of action to track progress of their

How we helped a Private Equity client to prepare a comprehensive dashboard to evaluate and analyze performance trends

How we helped a Secondaries client to evaluate the existing LP’s stake across various PE funds

How we helped a Private Equity client to track the Post-Covid Valuation of the portfolio companies in comparison

How we helped an Investment Banking client to Prepare the Bid Book and monitor the Bids Tenders by

How we helped a Vegetation Management client to analyze Lease Agreements of the clients and create Amortization Schedules

How we helped an Investment Banking client to forecast mortgage market size in Mongolia

How we helped a Private Equity client to restructure a workbook to simplify an accounting model for importing

How we helped a Real Estate Private Equity client to perform Variance Analysis for its expenses and revenue

How we helped a Private Equity to prepare a Fund Scorecard which would help assess various Quantitative and

How we helped a Private Equity to change the method of Valuing one of the client’s PortCo from

How we helped a Private Equity to build a fund model comprising of Private and Public Portfolio Companies

How we helped a Private Credit to build a Fund Model that translates the clients Sustainable Investments Strategy

How we helped an Investment Banking firm to analyze Valuation Trends in both Public and Private markets across

How we helped a Private Equity to perform an Audit Review before an SEC Audit took place and

How we helped a Private Equity client to build a Model to assess the Return on Investment on

How we helped a Private Equity client to build a Comprehensive Model that can Project the Demand for

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

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

How we helped a Corporate FP&A client to create an M&A Integration Playbook to monitor integration process

How we helped an Investment Banking firm to Analyze the Costs involved in a DeSPAC transaction

How we helped an Investment Bank client to build a Bid Summary Model to analyze and represent various

How we helped a Family Office to build a detailed Track Record Analysis of the Private Equity Firms’

How we helped a Private Equity client to build a Valuation Model for a Downstream Oil Holding Company

How we helped an Investment Banking client to Maximize the Sale Proceeds and the Portfolio Size in a

How we generated deeper insights and decision-driving research on a Private Equity investor’s portfolio

How we helped a Fintech Investment Bank to conduct a TAM analysis for an Embedded Finance Fintech firm

How we helped an Endowment Fund to design a performance scorecard to perform quantitative and qualitative analysis of

How TresVista conducted a study to analyze Banking Valuation Multiples

How we assisted a Private Equity client to prepare a one-pager LBO template model to evaluate the initial

How we helped a Private Equity client to conduct Auditing of Employee Business Expenses and Aging Analysis

How we helped a Private Equity client to analyze financial models for anomalies, ran an LBO transaction and

How we helped a Pension Fund client to design an ETL pipeline that can be leveraged to build

How we built a VBA and Outlook client-based E-mail automation tool

Whitepaper For Profit Education in GCC

Valuation Memorandum

STC Memo

Screening Samples

SAFCO Memo 2011

Project Mountain_Overview

Profile_Zurich Insurance

Preliminary Research Report_Sample

Pharma_Pitchbook

Oil and Gas IM

MCD Memo_February 2012

LP Profiles_SWF

LCM – Due Diligence

JanSan Industry Overview

Investment Memo_Real Estate_Sample 2

Investment Memorandum Wireless

India Sugar Roll-up_Investment Opportunity

Company XYZ_ Fund Due Diligence

Brazil Private Equity

Fund Level_Valuation Memorandum

Project XXX_Budget Model

Gold Mine Model_Model with Comps

FinTech_Equity_Valuation

Financial Analysis_Energy Holdings_2014

Company ABC_Private Co. Model

Company ABC_Merger Model

Company ABC_LBO_Model

Company ABC_Automobile Model

Secondaries PPM_Sample

Monthly MENA Newsletter_February 2012

Annual Investor Meeting_Sample

White Paper – Private Investment in Public Equity – India Focus

Trading Comps_Middle East Banks

Solar Power Opportunities in Europe

Sample 3_IM summary

Sample 1 IM summary

Investors_Banks

Heineken_Memo

Healthcare Fund Managers List

Healthcare Comparables

Fund Pitchbook_Sample

Emirates NBD Memo

Deal Summary Sample

Deal Summary

Database_Potential Targets

Comps Set_Behavorial Healthcare

Company X_Potential Targets

AlRajhi_Memo

Bond Research Report_Sample

How we supported an E-commerce marketplace aggregator analyze an Amazon marketplace seller’s brand performance

How we helped a Private Equity client to adopt strategies for investing in the near term during the

How we helped a Private Credit client to evaluate the investment opportunities within the alternative credit space

How we helped an Investment Banking client to create a global scoring system that ranks countries based on

How we helped a Private Credit client to create a list of potential refinancing targets by analyzing portfolio

How we helped a Family Office client to build a template and analyze past and current sales data

How we helped a Private Debt client to track and monitor the health of each of its portfolio

How we helped a Private Credit Fund client to perform a valuation of leveraged loans portfolio quarterly

How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison

How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business

How we helped a Limited Partner screen and evaluate a Private Equity investment opportunity

How we helped a private lender firm in creating a tax lending model

How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level

How we helped a Private Credit client to build an investment committee briefing as per the underwriting mandate

How we helped a Venture Capital client to finalize a pipeline of companies that could be considered for

Luxury Brands – Comparable Analysis

FIRM B Performance Scorecard

Company A – Board Meeting Presentation

Zambia & DRC Copper Industry Research & Competitive Benchmarking

Western Europe Chemical Manufactures List

Vietnamese Retail Fashion – Industry Research

UK Pension Fund Research

U.S. Sun Screen Industry Research

U.S. Outdoor Advertising – Industry Research & Competitive Profiling

U.S. Landscaping Industry Research

U.S. Insurance sector – Company Profiling

U.K. Water Purification Industry Research

U.S. Health Care Analytics Industry Research

How we supported a global company conduct due diligence on a Real Estate crowdfunding platform

How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance

How we assisted a Private Equity fund in preparing capital call pushdown entries

How we provided value-add to a Secondaries advisory firm by revamping their reporting templates

How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private

How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly

How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation

How we helped a portfolio company of a Private Equity firm to create a monthly board presentation

How we supported a Real Estate Private Equity firm in creating a fund credit line tracker

How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive

How we helped a Private Equity firm to build an IOI Memo of an inbound CIM

How we helped a Private Equity firm build a performance tracker for their portfolio company

Franchise Industry Research

How we helped a Wealth Manager analyze and research uncorrelated assets

How we assisted a Secondary Private Equity firm in creating a performance tracker for publicly listed asset managers

How we helped a Real Estate firm identify potential Requests for Proposals (RFPs) for Real-Estate development

How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens

How we helped a private equity firm in updating a fund budget model

How we helped a private equity firm with financial data analysis for an E-commerce hunting company

How we helped a private equity firm in preparing an intercompany report and with reconciliation of workbook

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

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

How we helped an Investment Banking firm in creating a repository of potential buyers in the Plastic Industry

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

How we helped a Conglomerate in building a debt refinancing financial model

How we helped a Private Equity firm in building an operating model and investor presentation

How we worked with a Family Office to provide deeper insights into SPACs in the U.S. Healthcare sector

How we helped a PE firm conduct market research on PE activity in France & BeNeLux region

How we helped a Private Equity firm to understand the Residential Real Estate sector in the UK

ABC Company – Debt Cap Table

ABC Company – Long form LBO Model

How we supported the entire diligence process on an LP-led Secondary portfolio deal

ABC Company Oil Fields Valuation Model

How we assisted a Private Equity firm by creating an automized tear sheet using their CRM platform

Affordable housing – Model

Almarai Co. Model

Al-Rajhi Bank Model

Altice USA – DCF Modelling

Company ABC – DCF & Returns Model

How we helped a Sovereign Wealth Fund understand a new ecosystem and provided a recommendation as to which

How we assisted a Hedge Fund to automate their monthly fund summary report

Company ABC – DCF & Returns Model1

Company ABC – DCF Model

Company ABC – Private Co. Model

How we helped a Private Equity firm in performing Consumer Sentiment Analysis on products and brands

Company MNC – Operational Model

Energy Company – Valuation Model

How we helped an Investment Bank in identifying a potential acquisition target for its MNC client

Family Bank Model

How we assisted a client in leveraging data from multiple data vendors to run company valuations

Frontier Communications – DCF Modelling

Media Company – M&A Modelling

Private Company – LBO Model

Shopping Mall Model

How we supported a Real Estate Advisory firm in analyzing the energy consumption trends of supermarkets across the

Short form LBO Modelling

Telecommunication Company Model

How we assisted a Hedge Fund in the valuation of a listed online sports wagering company

Wilmar International_Model

Aerospace Supply Chain Industry Research

Africa Oil & Gas Industry Research

Aircraft Leasing Industry Research

Albanian Oil Industry Research

Analyst Commentary Sample

Aromatherapy Industry Research

Bio-Tech & Pharmaceuticals – Industry Overview & Public Comps

How we helped an Equity Research and Investment Banking firm in recognizing industry trends and taking action

Board Presentation Sample

Broadcast Industry Research

How we helped a Private Equity firm raise funds for its Consumer Durables client

Charter School Industry Research

Company ABC – CIM Summary

Company ABC – Credit Memo

How we helped a Real Estate Private Equity firm in diversifying their portfolio

How we helped an Asset Management firm in building a flexible and comprehensive financial model

Company DEF – CIM Summary

Company XYZ – Investor Memo

How we helped a Venture Capital firm in creating an easy-to-understand and dynamic DCF model

Construction Equipment Leasing Industry Research

Content Generation – Industry Research & Comparable Analysis

Data and Software Solutions Participants – Company Profiling

Digital Audio Advertising – Company Profiling

How we helped a Private Equity firm in facilitating end-to-end financial due diligence on one of the biggest

Equity Bank Kenya – Company Profiling

Esports Industry Research

How we helped a US-based Fintech firm in creating geography-focused industry and target research

F&B Industry Update

FinTech Industry Trends – Industry Research

Gambia Country and Healthcare Industry Research

HNWI Industry Research

HR Software and Technology – Industry Research & Competitor Profiling

How we helped a Private Equity firm in understanding the DevOps Software industry to identify attractive segments

India Two Wheeler Industry Research

Cable Operators – Acquisition Comps

Indian Healthcare Industry Research

How we helped a Private Equity firm in building an operational and transaction model of a Rural Broadband

LAN Airlines – Company Profiling & Financial Analysis

List of HR managment companies

How we helped a Cryptocurrency Miner by creating a model to determine the optimal choice between alternatives

Microbiome Diagnostic Industry Research

Oil & Gas – Distressed Credit Screen

Organic Food – Industry Research & Public Comps

How we helped an Investment Bank create a model for raising debt and calculating warrants

OTT Media Industry Research

Private Credit – Portfolio Tracker

Private Equity Fund III LP – PPM

Qatar Gas Transport Company Model

How we helped a Private Equity client in carrying out data analysis and mapping exercise

Real Estate ABC – Investor Memo

Real Estate Investor Memo Sample

Registered Investment Advisory – Industry Research

Smart Meter Opportunities – Industry Research

How we helped a Private Equity client in conducting a break-even cost analysis between two private jet contracts

Solar Energy – Industry Research and Competitive Analysis

Specialty Pharmacy Industry Research

How we helped a financial advisory team develop a project finance model and investment memorandum

Project ABC – IC Memo

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

Project XYZ – Portfolio Overview

Real Estate Company –  Public Comparable

Company ABC – Deal Summary

Company X – Deal Summary

Company XYZ – CIM Summary

Credit Opportunities Fund IM

How we provided deal assistance to an Investment Banking client on the sale of a portfolio

Deal Summary Sample

Insurance Company – CIM Summary

List of FinTech companies

Nutritional Supplement – Public and Transaction Comps

Pharmaceutical – Public and Transaction Comps

Plastic Injection Moulding – Financial Buyers List

Singapore Oilfield Services Equipment – Potential Targets

How we helped an Investment Banking client analyze and model various bids received for a sell-side mandate

US Energy and Utilities – Public Comps Analysis

Waste Management – Public and Transaction Comps

How we helped a Portfolio Company in creating multiple marketing materials for Print and Digital platforms

Automobile Company – Dashboard

How we helped a US based Private Equity firm to engage with external and internal stakeholders

How we helped a US based Private Equity client in conducting Financial Analysis of one of its portfolio

How we helped a B2C client in fund raising by creating an operation model

How we helped a Private Equity client in creating a detailed sector analysis research paper

How we helped a Real Estate Investment client in preparing Automated Data Governance reports

How we helped a Private Equity client in preparing a Fund Returns Projection model

How we helped a Hedge Fund in creating monthly NAV and Reconciliation packages

How we helped the client prepare a Supply and Demand model that helped improve Operational Efficiency

How we helped a Private Equity client in performing due diligence analysis for the target company operating in

How we helped Human Resources develop an automated process to send Offer Letters

How we helped a Private Equity client in preparing a Quarterly Portfolio Review

How we helped a Sovereign Wealth Fund client in preparing an Operations model

How we helped an Alternative Asset Management client in Balance Sheet Substantiation

How we helped a Private Equity client in preparing an Investment Committee Deck

How we helped a Private Equity client in analyzing and preparing an ESG scorecard

How we helped a Private Equity client in preparing an LBO Model, Acquisition Financial Model, and an Investor

How we helped a Private Equity client in conducting a Competitor Research Analysis

How we helped an Alternative Asset Management client in fixing and reviewing a broken ‘Buyout Model’

How we helped a Private Equity client in preparing a Fund Administration platform

How we helped a Private Equity client in building a Dynamic Base model for Multi-Level Acquisitions

How we prepared a deal summary for a Private Credit firm and provided a recommendation for a target

How we helped a Family Office perform deal diligence by modeling investment returns and performing a sensitivity analysis

How we assisted a Real Estate firm in tracking the current and future performance of their funds

How we assisted a Private Equity firm in Africa with tracking the performance of their debt portfolio

How we helped an asset manager by providing deeper industry insights and valuation analysis of a pharmaceutical company

How we helped an Asset Manager evaluate a potential investment opportunity by preparing a merger model of two

How we assisted a Private Equity Fund in preparing waterfall work papers to value the fund’s investments

How we assisted a Private Equity Firm in a Sum of the Parts (SOTP) valuation and merger analysis

How we assisted a Private Equity firm by building a fund model to evaluate a secondaries transaction

How we assisted a private investment group by preparing a financial model for a residential housing construction SaaS

How we helped a client make an informed decision about its prospective investment by providing Industry and Country

Construction industry – White Paper

How we assisted a Private Equity firm in modeling and consolidating an add-on acquisition

Content Marketing – Investment Bank Profile1

How we supported an Investment Bank with the valuation and leverage analysis of Commercial Real Estate Advisory companies

Industry Research on Water Purification Sector in the UK

Industry Research on Thermal Energy Sector in Sub-Saharan Africa

Country Research on Sub-Saharan-Africa

TRESVISTA INVESTOR CONFIDENCE INDEX: U.S. MIDDLE-MARKET PRIVATE EQUITY

HALF-YEARLY REPORT FOR H1 2024

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