Multi-Level, Self-Managed Teams,
Seamlessly Integrated Into Your Workflows

An Extension of Your Team, With a Dedicated Point of Contact.

We operate as an extension of your investment, M&A, finance, portfolio management and FP&A functions, integrating quickly through time-tested onboarding protocols, streamlined workflows, and AI-enabled tools.

We hire selectively, train with unmatched rigor, and foster a culture of continuous growth to ensure consistently high-quality outcomes for every client.

GET A TEAM WITH CROSS-FUNCTIONAL
& CROSS-INDUSTRY AGILITY

10+ years
experience, including in client industry


VP

4+ years
of experience
+ CFA/MBA


Associate

1-2 years
of experience


Analyst
  • Quality control and compliance
  • Guides the team on more complex tasks
  • Primary Point of Contact; supervises analyst
  • Ensures quality of deliverables and manages deadlines
  • Executes on financial and investment analytics and client presentations
  • Undergoes intensive mandatory training with Partners
VP

10+ years
experience, including in client industry

  • Quality control and compliance
  • Guides the team on more complex tasks
Associate

4+ years
of experience
+ CFA/MBA

  • Primary Point of Contact and supervises analyst
  • Ensures quality of deliverables and manages deadlines
Analyst

1-2 years
of experience

  • Executes on financial and investment analytics, and client presentations
  • Undergoes intensive mandatory training with Partners

Client Confidentiality and Data Security are Held Sacred

Our data management protocols and related training are at
global standards of excellence.

Data Storage

DATA STORAGE

  • Client data stored only on client-owned servers or approved platforms (ex., SharePoint, Egnyte)
  • Tristone teams operate directly on client servers
  • Access restricted to assigned team members on a need-to-know basis
  • Enterprise-grade firewalls and secured access protocols, including multi-factor authentication
Security

SECURITY

  • SOC 2/ISO 27001–aligned policies & controls
  • Regular cybersecurity audits & penetration testing
  • 24/7 high-quality CCTV surveillance across all Tristone offices
  • Mobile devices secured with Mobile Device Management (MDM) software for all employees
Confidentiality

CONFIDENTIALITY

  • All employees sign employment agreements and NDAs
  • Company-issued devices only; personal email & social media access blocked
  • Regular compliance training to reinforce protocols
  • Printing documents restricted and monitored closely

Proven Impact

Since 2018, we have helped clients reclaim their time and extend their capabilities.

Large U.S. Multi-Family Office
Empowering Smarter Decisions
500+ Projects Across Direct & LP Investment Analysis
U.S. Private Equity Fund
On Demand Scale
20+ DD Reports Across 500+ Potential Targets Screened, in Just 6 Months
U.S. Hedge Fund
Driving Efficiency
US$ 1 Million+ Cost Savings Over 3 Years
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Our Mission

At Tristone, our mission is to be the most trusted and unbiased provider of insights and analytics to the investment community and corporates globally.