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.
Go Beyond Marketing and Create a Better Customer Experience

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/ 

Previous Articles


The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Life After The Military: Veteran Entrepreneurship

Derren Burrell is a professional money manager with 28 years of experience in both the public and private sectors. Highlights of his active-duty service as an Air Force Financial Manager include managing $15 billion at the Pentagon…

CEO of the Standing Desk: How a Dallas Entrepreneur Created a Workplace Phenomenon

Jason McCann is the CEO of Vari. It is his mission to help companies create environments that elevate people. He co-founded VariDesk in 2013, and the brand quickly became synonymous with sit-stand desks.


Tax Benefits of Commercial Real Estate Investing

3 strategies to reduce your tax burden while investing in commercial real estate. Commercial real estate is a popular investment strategy…

Insights & Speculations on the Global Housing Market

Liam Bailey is the global head of research at Knight Frank, based in London. Liam runs a team providing insight on the world’s key property markets.

How Private Businesses Prepare for a Demographic Shift

Greg Romero is a management consultant and the Founder and Principal of Romero Solutions Group. Greg helps small to mid-sized family businesses…


What Does it Mean to Co-Invest in Real Estate?

If you’re looking for an investment that is tax efficient, relatively stable, and appreciates in value over time, then commercial real estate…

Preserve and Grow Your Portfolio Amidst Market Volatility

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives.

The Role Of Gold In A Diversified Portfolio

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 203
Nashville, TN 37205




Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.