TresVista functions as an extended operational arm, offering outsourced support across a wide range of activities, including financial modeling and valuation analysis, credit analysis, deal execution, industry research, data analytics for portfolio companies, and CFO office services such as fund administration and bookkeeping.
The firm’s expertise lies in addressing clients’ human resource challenges by providing highly skilled professionals to support various activities across the value chain. With a global workforce of 1,800+ professionals, TresVista supports over 1,000 clients across geographies and asset classes.
TresVista’s services include:
- Research and Investment Services
- CFO Office Services
- Data Intelligence Group
- Process Support Services
- Business Development Support
- Financial Process Services
- Graphic Design Services
- Library Services
The Business Development Support (BDS) team supports clients in optimizing pipeline management, relationship data updates, investor relations, and deal origination activities. Through process-driven automation, deep domain expertise, and a focus on operational excellence, BDS ensures Intapp’s clients derive maximum value from the DealCloud ecosystem.
