Leading the digital investment revolution, our software platform streamlines the completion of private transactions. From investor-ready presentations to a user- friendly digital subscription process, our workflow is easy as 1-2-3!
1. Raise
2. Review
3. Invest
Three Portals, One Solution
Raise > Review > Invest
The Trellis platform consists of three specialized portals that together create one comprehensive solution for the private investment workflow.
Trellis Raise
Create Your Investor Presentation
Compile & Organize Key Due Diligence Documents.
Store & Maintain Subscription Agreements
Trellis Review
Invite, Manage & Monitor Investors.
Approve KYC
Centralize Investor Relations
Trellis Invest
Private White Labeled Investor Portal
Self-Guided Investor Journey from Digital TearSheet to Subscription
Last Mile Distribution of Statements, Tax Documents & Quarterly Updates
Our Partners
Meet the team
The creation of Trellis was no accident. It was born out of necessity by an $8B asset management firm out of Boston. The firm identified three questions that were commonly asked related to private investments:
How do we organize our deal flow?
How do we give investors seamless access to information?
How can technology streamline our process?
Every capital raise has to start somewhere, and our journey had to start somewhere too.
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