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Trellis Digital TearSheet

"This is a game changer!  I see more engagement with potential investors using this tool."

                                                        -- Trellis Client

The Digital TearSheet was created out of a need.  We built the Platform to provide an end to end solutions so investors could enter, review, diligence, and transact all in one easy workflow, but the challenge often is getting the investor to take the first step. 

How it works:

  1. Send potential investors a customized email
  2. Investors can view the Digital TearSheet
  3. Investors can self register to unlock the full opportunity
  4. Investors can sign an NDA, complete KYC/ AML, and subscribe to your offering - without leaving the platform!