Trellis Software Solutions
Trellis is a fast-growing software platform leading the digital investment revolution. We provide an end-to-end solution for all participants in private investments, including issuers, intermediaries, and investors. We take the complexity out of the investment process and turn it into an automated workflow that connects everyone involved.
At Trellis, we offer a Transactional Services solution package that provides everything you require for a smooth and efficient transaction. From inception to completion, this suite of microservices will make your entire transaction process effortless.
Secondary Trading and Active Cap Table Management
For all your trading and cap table needs, we provide a Secondary Trading and Active Cap Table Management package that delivers validation and automatic updates. Both issuers and investors will appreciate this fully integrated solution that makes connecting to alternative and secondary trading markets both easy and effective.
Active Cap Table Management
Compliance and Access
Trellis has secure access and compliance covered: all issuers and investors must complete KYC/AML and suitability requirements, which allows users to confidently interact on our platform. Our system is also secured with patented technology that eliminates the need for passwords, which means users don’t have to worry about remembering and updating information or ever gaining access to the platform. Mobile device users can also rest assured that they too will enjoy this simple and safe password-less login access.
Administration and Management
Our administration and management solution allows for seamless communications, reporting, and deal flow organization from start to finish, resulting in an effective and secure investor/client relations service. Through integration with CrowdSmart, the Trellis platform gathers feedback on the opportunities from investors and tenants, which allows issuers to make more informed decisions during the fund-raising process.
Digital Locker / File Storage
Create Your Trellis Solution
Our platform offers an extensive suite of innovative microservices designed to streamline the exchange of information required for private investment opportunities. Many of these microservices can be used as a standalone service or combined into a personalized package that offers a customized solution designed for your specific needs.
We provide a wide variety of microservices to help facilitate KYC, access, diligence, execution, custody, communication, and secondary trading. We created these solutions for issuers, fiduciaries, RIAs, broker-dealers, and any other intermediary who wants to efficiently simplify their due diligence process and determine suitability for their clients.
Whether you’re looking to simplify and streamline your private transaction flows or want an easier way to provide financing readiness, we have you covered. Whatever your role or needs in the private investment spectrum, our state-of-the-art microservices can help.
We invite you to explore our extensive suite of solutions and decide which of our customizable microservices best suits your needs today.
Our Identity Management microservice makes private investments easy for all parties involved. Users with a Trellis Identity gain full access to all the extensive microservices within our end-to-end system. Our Digital ID provides numerous opportunities to monetize safe and compliant identities. Issuers save both time and money on identity verification with us.
Trellis' Identity Sharing
Trellis’ Identity Sharing microservice provides all issuers and investors using the platform with the ability to complete KYC/AML and suitability compliance requirements. This allows everyone to confidently interact with one another in a safe and secure environment.
Because the Trellis system is secured with patented technology that eliminates the need for passwords, users don’t have to worry about remembering and updating information or ever gaining access to the platform. Mobile device users can also rest assured that they too will enjoy this simple and safe password-less login access.
Our Transaction Services
Gone are the days of having to follow up on or second guess your transactions. This invaluable microservice seamlessly enables the process flow and provides complete transparency between all parties in any transaction.
Our Closing Services
Start to finish, Trellis has your covered. This microservice provides all parties involved in the closing process with total transparency on the final states of any transaction. Our closing services track funds and wires from inception to completion.
We make processing documents straightforward with this indispensable service. Our processing microservice accepts any Trellis Identity and PDF, which results in a fully pre-filled document ready for Docusign. We even manage the entire signing process with one, easy click. Paperwork and contracts made simple.
Digital Locker File Storage
Digital storage saves you both time and money. With our Digital Locker File Storage service, all files and transaction documentation are organized and stored securely and automatically. You won’t have to worry about a thing – it will all be there when needed.
If you’re looking for a safe space to securely keep your information, this microservice is the perfect solution. We are a neutral party that does not compete with any service used by its owner. This makes us the ideal location to store all underlying data that can be utilized to provide a more complete financial analysis.
Trellis' Financing Readiness
Ready to present your extraordinary opportunity to potential investors? We have you covered. Our diligence engine enables issuers to convert any opportunity into an institutional, standardized package for review and analysis by potential investors.
Trellis' Opportunity Management
Trellis simplifies and manages the entire investment process. With this vital service, once your opportunity is approved, it can be shared with a secure network of broker-dealers, family offices, and advisors. In turn, their investors - each with their own unique Trellis Identity – will benefit from simplified transactional and closing services.
Our Trading microservice is especially beneficial for transactional validation. We provide connectivity to alternative trading markets for secondary trading. Everything you need, all in one revolutionary platform.
At Trellis, our platform provides a simple, last-mile distributions service for all parties within the system. We connect our users to secure endpoints, including brokers, advisors, issuers, custodians, and other service providers. Our Communications service is a must-have for full-completion of your Trellis experience.
Active Cap Table
With our state-of-the-art self-service platform, capitalization table input methods get an upgrade. We provide an active, fully integrated solution that eliminates human error. When transactions are completed, the cap table is automatically updated, providing issuers and investors with full awareness of the ongoing ownership structure.