Investment Managers and Fund Houses constantly look for the most timely, accurate and cost-effective way of monitoring all their assets. Treeline team can act as an extension of their office, and provide dedicated services covering all the client’s assets/liabilities and reconciling the accounts.
Our portfolio of services in this space includes…
- Investment Due Diligence
- Financial Modeling & Valuation
- Investment Documentation and Back-Office Support
- Investment Reporting
- Presentation & Pitch Book
- Saudi Market Portfolio Analytics
- Deal Tracking and
- Database Maintenance
Treeline assures the highest standards of confidentiality, coupled with stringent information security. If required, Treeline can allow the client to handpick the team, and maintain a one-on-one relationship working solely on the client account.