One Platform for the Issuance, Placement, Management and Trading of Alternative Assets

BY 2023, PRIVATE EQUITY WILL OVERTAKE HEDGE FUNDS AS THE LARGEST ALTERNATIVE ASSET CLASS

--Institutional Investor, October 18, 2018

79%

Investors expected to increase private equity allocation by 2023

59%

Estimated growth in alternative investment industry by 2023

$14TRILLION

Expected size of alternative investment industry by 2023

 
 

TRELLIS

SERVICES FOR ISSUERS OF PRIVATE SECURITIES, DEVELOPERS AND FUND SPONSORS

Tools to institutionalize the due diligence process for Issuers—producing reports for potential investors in a consistent, trusted format.

Last-mile services from Trellis partners include consulting (technology, legal and compliance), investment banking and advisory services.

 

 

CLICK HERE FOR MORE

SERVICES FOR FIDUCIARIES AND THEIR CLIENTS

 

Secure, paperless and compliant delivery of quality, diligenced deal flow to the Fiduciary client base. 

Simple subscription process; custody for alternatives; regular updates on all investments; fully dashboard-driven, single
sign-on environment.

Access to investor-to-investor lending options and an alternative trading marketplace.

 

CLICK HERE FOR MORE

 

TRELLIS

SERVICES FOR ISSUERS OF PRIVATE SECURITIES, DEVELOPERS AND FUND SPONSORS

Tools to institutionalize the due diligence process for Issuers—producing reports for potential investors in a consistent, trusted format.

Last-mile services from Trellis partners include consulting (technology, legal and compliance), investment banking and advisory services.

 

 

CLICK HERE FOR MORE

SERVICES FOR FIDUCIARIES AND THEIR CLIENTS

 

Secure, paperless and compliant delivery of quality, diligenced deal flow to the Fiduciary client base. 

Simple subscription process; custody for alternatives; regular updates on all investments; fully dashboard-driven, single
sign-on environment.

Access to investor-to-investor lending options and an alternative trading marketplace.

 

CLICK HERE FOR MORE

TRELLIS

Trellis Software is a SaaS platform built to facilitate secure, compliant and paperless investment in alternative assets from deal sourcing and due diligence through subscription, custody, and monitoring.  Trellis also facilitates alternative asset liquidity through lending and secondary-market trading services embedded in the Trellis single sign-on platform.

FIDUCIARY

INVESTOR

SERVICES FOR ISSUERS OF PRIVATE SECURITIES, DEVELOPERS AND FUND SPONSORS

Tools to institutionalize the due diligence process for Issuers—producing reports for potential investors in a consistent, trusted format.

Last-mile services from Trellis partners include consulting (technology, legal and compliance), investment banking and advisory services.

CrowdSmart is a Trellis partner harnessing the power of collective intelligence to analyze and rank opportunities.

 

 

CLICK HERE FOR MORE

SERVICES FOR FIDUCIARIES AND THEIR CLIENTS

 

Secure, paperless and compliant delivery of quality, diligenced deal flow to the Fiduciary client base. 

Simple subscription process; custody for alternatives; regular updates on all investments; fully dashboard-driven, single
sign-on environment.

Access to an alternative trading marketplace.

 

CLICK HERE FOR MORE

HOW DOES TRELLIS
DIFFERENTIATE?

TRUST

Establishing trust is a gating issue for any fintech company.  The Trellis platform is distributed to Fiduciaries exclusively as a white-labelled platform.

Through these established Fiduciary relationships, Trellis is introduced to clients in a safe, trusted environment—solving the challenging fintech trust problem

DESIGN

Design is at the forefront of the digital revolution.

Trellis will take an integrated view of the customer journey to create an end-to-end experience for our users.

Apple, Amazon, Google, Nike and Disney are all design led firms

RISK

Risk is critical in every aspect of investing—from the selection of a peer group for the valuation analysis of a portfolio company to the weighting of positions within a portfolio.  The method by which an investor calculates risk can be a major source of differentiation. 

 

Today, risk is evaluated with classification systems such as SIC, NAICS, GICS, and SOC, which have been built on rigid hierarchical structures.  By contrast, Trellis will employ the patented Functional Classification System (FCS) from Locus™—a new framework for understanding economic activity. 

Trellis will work with Locus™ to incorporate their patented risk paradigm into every aspect of the Trellis experience. 

EXPERTS

 

Trellis has partnered with Crowdsmart, an AI-powered diligence platform that builds predictive models of private investment opportunities based on the ideas and judgments of a select group of cognitively diverse analysts and experts, generating ever-improving prediction models across diverse industries.
 

By aggregating the opinions of several experts on each opportunity, Trellis believes it can develop an effective first-pass filter for investment opportunities.

LIQUIDITY

One of the biggest challenges for investors in alternative investments is the lack of liquidity.

 

Trellis will provide alternative options for clients who may require liquidity in advance of a scheduled event.  Short-term liquidity options can be provided through lending partners.  Disposition options will be available through a secondary trading platform.  

Regardless of the potential need, liquidity options through the Trellis platform are a source of differentiation driving issuers, fiduciaries and their clients to Trellis.

 
 

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