Trellis Software, Inc.
Investment Bank/Securities Brokerage - Boston, MA, US
Trellis Software, Inc. Employees
Trellis Software, Inc. Senior Management
Trellis Software, Inc. Details
Alternative and direct private investments are challenging because each one is unique. These investments do not have the same level of institutionalization that public equities and mutual funds enjoy. Those public assets have mandated periodic and consistent regulatory disclosure requirements— alternative investments have none. This lack of consistency makes a proper comparison between opportunities difficult.This lack of institutionalization creates challenges for issuers of alternative investments as well. The markets for asset gathering are fragmented and heavily regulated. Access to, and establishing trust with, capital sources are primary obstacles to asset gathering.Finally, the heavily regulated and burdensome process of KYC, AML and subscription into an alternative investment almost acts as a barrier to entry for the entire asset class.Trellis Software is a SaaS platform built to facilitate secure, compliant and paperless investment in alternative assets from deal sourcing and due diligence through subscription, custody, and monitoring. Trellis also facilitates alternative asset liquidity through a proprietary lending and secondary- market trading tool embedded in the Trellis single sign-on platform.Trellis Software is also a DaaS (Diligence-as-a-Service) platform built to facilitate and institutionalize the due diligence process, complete with expert review and scoring.Last-mile consulting, investment banking and advisory services round out the Trellis offering for Issuers looking for a single sign-on resource to raise assets and manage investors.Once complete, Trellis diligence packages can be delivered to instances of the Trellis for Fiduciaries platform—enabling access to numerous sources of capital sitting inside trusted environments.
Trellis Software, Inc. Technologies
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