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/