EXCELSIOR CAPITAL PRESENTS

How FinTech is Making Private Investing More Accessible

Dennis Crowley is the President, Private Transactions for Trellis Software, a FinTech platform for the issuance, placement, management, and trading of alternative assets.
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Podcast: How FinTech is Making Private Investing More Accessible

Dennis Crowley is the President, Private Transactions for Trellis Software, a FinTech platform for the issuance, placement, management, and trading of alternative assets. He is an accomplished Senior Executive and Entrepreneur with nearly 30 years of experience across the technology, services, and security industries.

Key Highlights

[00:01 – 13:59] Sales are About Generosity, not Selfishness

  • FinTech is defined as anything that uses modern technology to connect to financial service
  • How alternative investment firms are making investments in private securities easier
  • The challenges these firms face in providing this service to their clients.
  • The alternative term “private investment” is a misnomer because high net worth individuals and families have been investing outside of the public stock market for years.
  • Technology has helped make these firms more efficient and allowed them to expand their services to beta customers.

[14:00 – 30:17] Access to Private Security Investments is Easier Than Ever

  • As private investing becomes more accessible and popular, investors need to prioritize diligence and make informed decisions.
  • A private security offering is a type of investment that is typically more difficult to access than public securities. This is because the flow of information between the various parties involved is crucial for success.
  • Trellis Platform provides exclusive access to alternative investment opportunities, premium content, and education, while also providing an affinity peer-to-peer network of industry professionals.
  • Trellis Platforms functions as a marketplace facilitator while protecting its intermediaries.

[30:18 – 40:34] Democratizing Non-Traditional Investment Sources

  • How Trellis Platform facilitates transactions between investors and companies, as well as provides support for one-on-one interactions.
  • It is in Silicon Valley’s best interest to prioritize larger companies with more spending power instead of smaller VCs, this is why Trellis aims to make more opportunities accessible to more people.
  • Trellis is building a standalone product that will allow users to control their identity’s safety and access it through a token system.

[40:35 – 41:52] Closing Segment

  • Connect with Dennis Crowley through his website, www.trellisplatform.com

Links Mentioned:

Website: www.trellisplatform.com 

Facebook: https://www.facebook.com/trellissoftwareinc 

LinkedIn: https://www.linkedin.com/company/trellisplatform 

Twitter: https://twitter.com/trellisplatform 

Website: https://fortunespath.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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