Raised Bed Private Investment Administration

Trellis Capital L3C provides tailored investment administrative services to individuals, groups and issuers. Trellis Capital L3C, using its 15-plus years of experience making private investments and operating investment vehicles, provides efficient and effective services reducing the time and effort associated with managing a private investment portfolio or a group of private investors.

individual investors

Trellis Capital L3C provides a variety of administrative services for private transactions. The services are best used for investors that want to make their own investment decisions but want assistance on the investment process and post-transaction management. Trellis Capital L3C is not an investment advisor nor a broker dealer and does not provide investment advice. Trellis Capital L3C’s administrative services reduce the workload of reviewing, making and managing private investments. Services can include: due diligence, limited liability company formation and management, transaction structuring, deal sourcing, bookkeeping, records management, billing, collections, treasury management and reporting. Using Trellis Capital L3C’s services allows investors that enjoy meeting potential investees and making the investment decisions to be involved in the deal without having the administrative headache of private investment paperwork and back office management.

Investment Groups

Trellis Capital L3C’s Raised Bed Investment Groups are turnkey solutions to establish and manage multi-person investment entities. This turns private investing, which is normally a solitary activity, into a shared, fun event among family or friends. Like-minded friends and family work directly with Trellis Capital L3C to establish an entity where each investor is a partial owner. The collective group benefits from the collaboration and shared knowledge of each individual participant. Additionally, each individual investor can increase their respective diversification by participating in more transactions through a Raised Bed Investment Group than they would be able to on their own. Raised Bed Investment Groups allow the investors to retain control of the investment decisions, but reduces the time spent on private investments by sharing the investment decision amongst the investors and off loading the administration to Trellis Capital L3C.

Investment issuers

Trellis Capital L3C can reduce the workload associated with being a private issuer (an organization that raises capital from a group of investors) by managing the investment group for the issuer. These services can be provided indirectly where Trellis Capital L3C is engaged to liaise with the investors on behalf of an existing or new issuer. Alternatively, the services can be performed directly where Trellis Capital L3C works with the issuer to create a special purpose vehicle (SPV) designed to organize the investors into one entity. Under this structure, the issuers only has to deal with one investor (the SPV) and Trellis Capital L3C manages the investment group through the SPV. A SPV can be a great way to manage a large group of investors.