The middle office is the keeper of an investment firm’s most important data, but with rising costs, it is often overlooked in favor of the front and back offices. The Trellis ecosystem can be used to facilitate middle office functions for VCs, PEs, broker-dealers, advisors, banks, angel, and incubator groups, SPVs and serial capital raisers. These service offerings can be easily adapted to serve any party who needs to collect, organize, and disseminate large amounts of information. Our technology solution supports middle offices through: Access to consistently organized data rooms that create a full Digital Roadshow to allow for quicker review and diligence The ability to enhance any digital roadshow with broker-specific paperwork and/or disclaimers Visibility to track client progress and ensure they follow a regulatory-compliant process from discovery to investment Management of the entire paperwork process with built-in e-sign capability Tracking investments on a deal-by-deal basis to assist with invoicing and fee collection Access to custodians with full transactional integration in the investment process