Empowering Capital Raising Excellence
Introducing Trellis Marketplace™, 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 both issuers and investors.

In essence, the Trellis Marketplace is 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.
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 issuers 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 issuers, 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.

Core
- 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

Pro
- 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

Enterprise
- 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
Unlimited TearSheet Investor Invitations
Integrated DocuSign®
Document Storage
Corporate/Fund/SPV Digital Roadshows
Investor Activity Tracking
White Labeled Investor Portal
Unlimited Administrators
One-to-One Investor Communications
