---
title: Trellis Marketplace
description: The Marketplace revolutionizes raising capital with our white-labeled platform, ideal for alternative investments, SPV's, private equity & funds.
image: https://www.trellisplatform.com/hubfs/Home%20Page%20v1.4.png
---

Trellis

# Empowering Capital Raising Excellence

Introducing **Trellis ™**, the cutting-edge platform that empowers private companies and funds to excel in their capital raising endeavors. Transform the entire process, elevate your presentation to a professional level, and enhance investor engagement with ease. The platform serves as a central hub for streamlining all aspects of capital raising, ensuring a smooth and intuitive experience for capital seekers and investors.

[SCHEDULE A DEMO ](https://pages.trellisplatform.com/become-an-issuer-on-trellis-0?hsLang=en) [SIGN UP ](https://pages.trellisplatform.com/become-an-issuer-on-trellis?hsLang=en)

![raising capital raising capital for business capital raising  Private markets Private equity fund  What is private equity Private placement software Fintech alternative investments](https://www.trellisplatform.com/hs-fs/hubfs/MP.png?width=850&height=478&name=MP.png "raising capital raising capital for business capital raising  Private markets Private equity fund  What is private equity Private placement software Fintech alternative investments")

 In essence, Trellis offers more than just a platform; it’s a comprehensive ecosystem that aligns with the complexities   
of modern capital raising and investment management, ensuring compliance, efficiency, and engagement at every stage.

POWERFUL FEATURES

#### White Labeled Solution

Present your capital raise with a unique identity including a logo, sender email set-up or upgrade your plan to add your company name in the URL.

#### Easy Investor Engagement

Tools like the Digital TearSheet enable capital seekers to effectively reach out to potential investors, with the capability to track investor activity.

#### Streamlined Processing

Simplifies the investor journey from initial contact through due diligence, including KYC/AML compliance and document review.

#### Compliance and Verification

Adheres to regulatory standards, including KYC/AML, and accreditation verification, suitable for Reg D 506(b) and 506(c) capital raises.

#### Integrated DocuSign®

Facilitates the secure and efficient signing of NDAs, transaction and tax documents directly within the platform with our trusted partner.

#### Document Management

Maintains key materials in a secure, centralized location readily available to all parties, including capital seekers, advisors and investors.

#### Private Communication

Receive easily accessible, real-time notifications from investors and allocators, indicating interest in your investment opportunity.

#### Investor Relations

Enhances long-term investor engagement through the distribution of updates, memos, tax documents, and more.

[ SCHEDULE A DEMO ](https://meetings.hubspot.com/tkrochuk)

![raising capital raising capital for business capital raising  Private markets Private equity fund  What is private equity Private placement software Fintech alternative investments](https://www.trellisplatform.com/hubfs/Icons/transaction-services.png)

## Core

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- Self-Service Digital Roadshow Setup
- Self-Service Data Room Upload
- Self-Service Media
- 5 Hours + Additional $150/Hr
- Limited NDA Digitization
- Limited Deal Document Digitization
- Investor Support - Email Only
- KYC/AML - Default SEC Requests
- Limited Investor Email Customization

[LEARN MORE ](https://pages.trellisplatform.com/become-an-issuer-on-trellis-0?hsLang=en)

Most popular

![raising capital raising capital for business capital raising  Private markets Private equity fund  What is private equity Private placement software Fintech alternative investments](https://www.trellisplatform.com/hubfs/Icons/closing%20services.png)

## Pro

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- Trellis Digital Roadshow Build Out
- Trellis Data Room Migration
- Trellis Customized Media
- 10 Hours + Additional $150/Hr
- Full NDA Digitization
- Full Deal Document Digitization
- Investor Support - Phone, Email & Zoom
- KYC/AML - Customized Requests
- Full Investor Email Customization

[LEARN MORE ](https://pages.trellisplatform.com/become-an-issuer-on-trellis-0?hsLang=en)

![raising capital raising capital for business capital raising  Private markets Private equity fund  What is private equity Private placement software Fintech alternative investments](https://www.trellisplatform.com/hubfs/Icons/cap-table.png)

## Enterprise

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- Available for Core & Pro Plans
- Ideal for Broker Dealers
- Ideal For Investment Bankers
- Ideal for Large Funds
- Scaled Hourly Support
- Available for Multiple Opportunities
- White-Labeled URL Available
- Discounted Set Up Fees
- Discounted Monthly Fees

[LEARN MORE ](https://pages.trellisplatform.com/become-an-issuer-on-trellis-0?hsLang=en)

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[Top Features for all Capital Seekers ](https://www.trellisplatform.com/home?hsLang=en)

Unlimited TearSheet Investor Invitations

Integrated DocuSign®

Document Storage

[Top Features for all Capital Seekers ](https://www.trellisplatform.com/home?hsLang=en)

Corporate/Fund/SPV Digital Roadshows

Investor Activity Tracking

White Labeled Investor Portal

[Top Features for all Capital Seekers ](https://www.trellisplatform.com/home?hsLang=en)

Unlimited Administrators

One-to-One Investor Communications

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![Trellis Marketplace, alternative investments, alternative asset management, Digital investment services, Private investment platform](https://www.trellisplatform.com/hs-fs/hubfs/New%20Trellis%20Circle%20Image%201.12.24%20V2.png?width=1500&height=851&name=New%20Trellis%20Circle%20Image%201.12.24%20V2.png "Trellis Marketplace, alternative investments, alternative asset management, Digital investment services, Private investment platform")

[ GET STARTED TODAY ](https://pages.trellisplatform.com/become-an-issuer-on-trellis?hsLang=en)