Trellis Software, Inc.

Secure, paperless and compliant delivery of quality, diligenced deal flow to the Fiduciary client base. Simple subscription process; custody for alternatives; regular updates on all investments; fully dashboard-driven, single Access to investor-to-investor lending options and an alternative trading marketplace. 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 lending and secondary-market trading services embedded in the Trellis single sign-on platform. Establishing trust is a gating issue for any fintech company. The Trellis platform is distributed to Fiduciaries exclusively as a white-labelled platform. Through these established Fiduciary relationships, Trellis is introduced to clients in a safe, trusted environmentsolving the challenging fintech trust problem Design is at the forefront of the digital revolution. Trellis will take an integrated view of the customer journey to create an end-to-end experience for our users. Today, risk is evaluated with classification systems such as SIC, NAICS, GICS, and SOC, which have been built on rigid hierarchical structures. By contrast, Trellis will employ the patented Functional Classification System (FCS) from Locus™a new framework for understanding economic activity. Trellis has partnered with Crowdsmart, an AI-powered diligence platform that builds predictive models of private investment opportunities based on the ideas and judgments of a select group of cognitively diverse analysts and experts, generating ever-improving prediction models across diverse industries. By aggregating the opinions of several experts on each opportunity, Trellis believes it can develop an effective first-pass filter for investment opportunities.