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Case study · TresVista · Venture capital · From Dec 2024
Portfolio analytics and a reusable market-sizing model
Situation
A VC firm investing in early-growth SaaS companies needed the full history of its portfolio in one place for quarterly reviews and follow-on decisions.
Approach
Built a database of every portfolio company's historical data, then the portfolio company dashboards used in quarterly reviews and follow-on decisions. Worked with the firm's go-to-market team on market sizing reports and GTM strategies for portfolio companies.
Outcome
I built a market-sizing model template that TresVista now uses for multiple clients, and trained another team to run market sizing for their client. This client was my introduction to software business models.
Timeline
- Dec 2024Onboarded the client as a newly promoted Associate, my third client.
- 2025Managed a team of three analysts across my three clients, scoping each request and reviewing every file before it reached the client.
- Jun 2025Started Master Diplomas in Generative AI and Agentic AI Development at the Boston Institute of Analytics.