New York, NY — October 7, 2026— Farsight is partnering with TresVista, a leading global provider of advisory-led solutions enabled by technology and managed services. Under the multi-year partnership, TresVista will adopt Farsight's AI platform for research and client deliverables, strengthening the work it delivers for more than 400 active clients worldwide.
The partnership centers on the long-form deliverables that define advisory and investment work, including confidential information memoranda (CIMs), pitch materials and research. Working across PowerPoint, Excel, Word and Farsight's web app, TresVista teams will be able to build and edit presentations using TresVista templates, financial models and prior examples, with source traceability and auditable Excel backup behind every figure.
"Every jurisdiction our clients operate in has its own regulations, and every client has its own standard for how work should be done," said Sudeep Mishra, CEO of TresVista. "Our value comes from getting those details right, consistently and at scale."
Each client's data, prior work and firm-specific knowledge is securely managed and kept distinct across engagements, allowing teams to apply AI in ways that reflect each client's unique workflows, standards and expectations. Farsight will keep refining TresVista's Farsight AI environment based on real-world usage, feedback and evolving client requirements.
"The real opportunity for AI in financial services is to move beyond generic outputs and reflect how each firm and client actually works," said Samir Dutta, Co-Founder and CEO of Farsight. "TresVista brings the delivery capabilities, client understanding, and standards needed to apply AI meaningfully at scale."
The partnership builds on Farsight's growing presence across financial services, where the platform supports teams at some of the world's largest financial institutions. Every deliverable should reflect how a firm and its clients work, and this partnership brings that standard to long-form client delivery at global scale.
Read the press release: Globe Newswire
About Farsight
Farsight is firm-native AI for financial services, built around each firm's data, precedent, standards, and way of working. The platform can run partially or completely within a firm's own technology environment, helping teams apply AI to sensitive workflows while keeping the firm's data, context and judgment within the institution. Teams use Farsight across its web interface, PowerPoint, Excel, Word and email to produce client-ready pitch decks, CIMs, memos and financial models faster. Headquartered in New York City, Farsight works with leading firms across investment banking, private equity, corporate development and investment services.
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