Tristone

Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment banks.

We operate as a seamless extension of clients’ investment and finance teams, delivering research & analysis, financial modeling, due diligence, valuation, accounting, investor marketing collateral, and transaction support through dedicated, high-performance teams and consistent points of contact. Our clients achieve the highest quality outcomes with faster turnaround for their most critical priorities, while scaling flexibly with us.

The 120+ person Tristone team has supported over 125 clients in 10+ countries who have collectively managed over $100B in AUM across a range of asset classes and investment activities. Our client list comprises:

• Investment funds, including private equity, venture capital, private credit, debt, and hedge funds
• Investment advisors, including family offices, financial advisors, and wealth managers
• Investment banks and other financial advisors
• Corporates

At Tristone, we particularly emphasize hiring quality talent, training them with a depth and rigor that few firms can match, and cultivating a culture in which they achieve personal and professional growth through a mix of challenge and support.

By combining the judgment of trained and experienced professionals with the speed, flexibility, and scale of a modern, globally available delivery model, Tristone helps firms and their leaders reclaim their time, sharpen their edge, and scale their impact. Whether it’s preparing an investment memo, conducting fund manager due diligence, building a financial model, benchmarking a portfolio’s performance, or other deliverables critical to an investment decision, our deal teams deliver with precision, speed, and reliability, allowing our clients to focus on what they do best.