Market Niche Trellis operates within the capital markets industry, focusing on digital investment solutions that streamline private investment workflows, offering a unique value proposition for clients seeking automation and efficiency.
Growth Potential With a small but innovative team of 11 to 50 employees and recent funding of 2.7 million dollars, Trellis shows signs of expanding its product offerings and customer base in the rapidly evolving financial technology sector.
Technology Stack Utilizing a modern mix of web and analytics tools like Wix, HubSpot, Google Analytics, and Java, Trellis demonstrates its readiness to leverage advanced technology for client engagement and operational excellence, presenting opportunities for complementary tech integrations.
Target Customer Base Trellis's end-to-end platform targets private investment participants including issuers, intermediaries, and investors—potential sales avenues include ancillary service providers, financial advisors, and institutional investors seeking digital solutions.
Competitive Edge By simplifying complex private investment processes through automation, Trellis positions itself against larger competitors like Salesforce and HubSpot, opening opportunities to approach financial technology firms and investment platforms looking to innovate their workflows.
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$1B$10BTrellis Software, Inc. uses 8 technology products and services including Wix, Font Awesome, Lodash, and more. Explore Trellis Software, Inc.'s tech stack below.
| Trellis Software, Inc. Email Formats | Percentage |
| FLast@trellisplatform.com | 45% |
| First.Last@trellisplatform.com | 5% |
| FLast@trellisplatform.com | 45% |
| First.Last@trellisplatform.com | 5% |
Capital MarketsUnited States11-50 Employees
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.
Company Overview
Funding & FinancialsTrellis Software, Inc. has raised a total of $2.7M of funding over 2 rounds. Their latest funding round was raised on Oct 06, 2022 in the amount of $2.7M.
Trellis Software, Inc.'s revenue is estimated to be in the range of $1M
Funding & FinancialsTrellis Software, Inc. has raised a total of $2.7M of funding over 2 rounds. Their latest funding round was raised on Oct 06, 2022 in the amount of $2.7M.
Trellis Software, Inc.'s revenue is estimated to be in the range of $1M
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