Run your whole practice in one place.
The portfolio view across all your clients, the tools to deliver, the back-office that gets you paid, and a network of peers behind you. Everything an independent finance leader needs, in any sector, without the isolation of going it alone.
What you get
Trellis is the operating platform for an independent finance leader, the parts of the job that aren't the finance, handled, so you can take on more clients and keep more of your time.
Portfolio hub
One dashboard across every company you run. Cash, runway and burn at a glance, so nothing slips across a book of five, ten or fifteen clients.
The tools
13-week cashflow, board packs, KPI and investor reporting. Build a model once and reuse it across clients, instead of rebuilding in every spreadsheet.
Back-office and billing
Invoicing, contracts and payments handled on the platform. You get paid faster and spend less of your month on admin and chasing.
The network
Peers to call on, a shared template library, and referrals when you're full or a client needs a specialist you can pass it to.
How it works
Join and add your book
Set up your member profile and bring the companies you look after into one portfolio.
Run it in one place
Deliver the work, invoice, and get paid on the platform. Your whole practice, one login.
Tap the network
Share overflow, take referrals, and lean on peers who have solved what you're facing.
The network
Not on your own
A team around you, on the days you need one
Ask the network
A room full of finance leaders who have raised, exited and closed the deal you're staring at. Post a question, get a straight answer.
Shared template library
Board packs, models and month-end checklists the network has built and refined. Start from a proven template, not a blank page.
Bring your practice onto Trellis
Keep your clients and your brand. Get the portfolio view, the tools, the back-office and the network, in one place.
Join the network