Financial and impact consultant for social enterprises
Impact investment consultant for mission-oriented investors
Trellis Capital L3C was established in 2017 by Kevin Egolf to fund, promote, support, evaluate and manage for-profit and not-for-profit businesses creating a sustainable, responsible, regenerative, impact economy.
Trellis Capital provides consulting services for both businesses and investors at the intersection of finance and impact. Kevin Egolf believes that a key pillar of sustainability is financial stability and wants all mission-driven companies to create impact alongside financial success. He also wants to make impact investing more accessible and transparent for investors.
Services for Impact Investors
Investment due diligence
Investment monitoring and reporting
Investment sourcing
Impact measurement and reporting
Transaction structuring
Investment Administration
Services for social enterprises and small businesses
Budgeting and financial planning
General project and corporate management
Business and deal structuring
Capital raising strategies
Investor preparation
Data analytics
Investor management and processing
Impact measurement
Investor Administration