Trellis Software, Inc.

About

The Trellis Platform is a fintech software solution designed to automate capital raising and investment management for alternative investments. It connects capital seekers, such as private companies and funds, with investors and allocators. Trellis enhances the capital raising process by providing tools for managing investor relationships, activity, and data, which helps eliminate inefficiencies in traditional workflows. The platform offers features like streamlined processing for due diligence and compliance, integrated secure document signing, and centralized document management. It also includes a Trellis Review Portal for RIAs, Family Offices, and Funds to access curated investment opportunities. With educational resources like podcasts featuring industry experts, Trellis aims to make alternative investments as accessible as public markets. The company is led by CEO Tim Krochuk, CTO Raj Heda, and President of Private Transactions Dennis Crowley, all of whom bring expertise in fintech and private markets.