25
Jun
How we helped a Venture Capital client to finalize a pipeline of companies that could be considered for further diligence
The Context The client, a Venture Capital firm wanted the TresVista team to build a
25
Jun
How we helped a Private Credit client to build an investment committee briefing as per the underwriting mandate of the client to be presented to the IC
The Context The client, a Private Credit firm wanted the TresVista team to prepare an
25
Jun
How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level sales data analysis
The Context The client, a Private Equity Firm, wanted to organise and categorize the raw
25
Jun
How we helped a private lender firm in creating a tax lending model
The Context The client, a Private Lender firm, wanted the TresVista Team to create a
25
Jun
How we helped a Limited Partner screen and evaluate a Private Equity investment opportunity
The Context The client, a Limited Partner, wanted the TresVista Team to prepare a Quick
25
Jun
How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business Model
The Context The client, a Growth Equity firm investing majorly in enterprise technology and healthcare
25
Jun
How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison to their peers
The Context The client, an Impact Investing firm wanted the TresVista team to provide updates
25
Jun
How we helped a Private Credit Fund client to perform a valuation of leveraged loans portfolio quarterly
The Context The client, a Private Credit Fund firm wanted the TresVista team to calculate
All Categories
- Case Study
- CFO Office Services
- Data Intelligence Group
- Data Sourcing and Engineering
- Deal Sourcing
- Energy
- Fund Administration
- Industrials
- Management Company Accounting
- Marketing and Communication
- Modeling and Analysis
- Podcasts
- Portfolio Management
- Reporting and Automation
- Research and Due Diligence
- Research and Investment Services
- Secondaries Case Studies
- Webinars
- Work Sample
