The Trellis Platform
Automating Alternative Investments
Trellis is a software platform providing an automated, end-to-end solution for both capital seekers and deal flow seekers. We give our clients unprecedented insight into the capital raising process, including valuable tools to manage investors, activity, and data. At Trellis, our unique workflows eliminate the traditional stop and go traffic within a capital raise.
Trellis Review
Discover Exclusive Investment Opportunities
Unlock your access to a curated world of diligence-ready investments with your complimentary Trellis Review Portal. Designed exclusively for RIAs, Family Offices, Funds and allocators, this portal offers a unique opportunity to explore a diverse selection of capital ventures. Experience a hassle-free review process, assess potential fits for your clients, and share top-tier opportunities through a sophisticated, white-labeled platform. Sign up now to elevate your investment strategy with Trellis and connect with prime deal flow, all in a secure and discreet environment.