Year: 2025
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ARM Worldwide
GP-led Deals: iLEVEL Implementation: Portfolio Quarterly Performance Report
Request and Guidelines Provided The client required TresVista’s assistance in onboarding of iLEVEL as the
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GP-led Deals: Quarterly Portfolio Review (QPR)
Request and Guidelines Provided The client required the TresVista team to assist with their periodic
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LP-led Deals: Primary GP Analysis
Request and Guidelines Provided The client required assistance evaluating an opportunity to take an LP
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LP-led Deals: Proactive Pricing / Fund Monitoring
Request and Guidelines Provided The client requested assistance with tracking the quarterly valuation movement across
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LP-led Deals: ESG Analysis
Request and Guidelines Provided ESG considerations are increasingly crucial in today’s private equity landscape, driving
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LP-led Deals: Fund Modelling
Request and Guidelines Provided The client operates in the Secondaries PE market dealing in LP
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LP-led Deals: Portfolio Summary
Request and Guidelines Provided After a deal gets logged in the CRM platform and the
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LP-led Deals: Deal Diligence Value-chain
Request and Guidelines Provided At the outset, the client sent over the deal details to
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Potential LPs List
Request and Guidelines Provided The client asked TresVista to assist them in identifying potential investors
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Customer Relationship Management (CRM)
Request and Guidelines Provided The client asked the TresVista team to assist them with
Recent Posts
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Quarterly Portfolio Review (QPR)
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Annual General Meeting (AGM) Deck
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Fundraising
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