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Trellis has proven success with PE companies, Family Offices, and early-stage companies seeking to improve financial results and increase market share. 

Business Services

We engage with private equity companies to deliver optimal value creation at the fund level, while implementing best practices for revenue/fund acceleration and business unit operations.

Private Equity

We accelerate value for portfolio companies which are not delivering optimal value to the fund.   

Business Operations

We accelerate top-line revenue and optimize operational expenses, while solidifying the foundation of core business operations. We empower the leaders within a PC to focus on delivering against their unique value proposition vs. being distracted by traditional business operations.

Revenue Acceleration

We implement necessary business services to enhance revenue acceleration by developing a comprehensive strategy that includes business development and marketing campaigns focused on increasing awareness, educating, and ultimately nurturing leads into ripe sales opportunities. 

Marketing Services 

We leverage both internal and market intelligence to create an assortment of marketing assets (Case Studies, Use Cases, Videos, etc.) to be deployed via email, social, and web campaigns to reach potential clients across multiple platforms as well as engage industry influencers and 3rd Parties to both expand distribution and to further validate the value delivered to the market.

Exit Services

We align necessary resources and capabilities to optimize enterprise value for an eventual PC exit, in accordance with fund objectives. 



CEO is the only
one who can close


Sales team not
paid to close


Inside sales is

responsible for lead

generation & closing


Field sales are 100%

responsible for all of

their own leads


Non-profitable deals

closing over the more

profitable deals


Too many whales being

chased, not enough tuna

We suggest that if any of these themes exist for one or more of your PCs that you work with your team to quickly address it. If not addressed, the PC(s) will present an unpredictable sales pipeline and an inability to scale at the rate investors typically expect. 

These are just some of the sales challenges we are working on everyday with OPs in companies of all sizes. If you believe your firm could benefit from our experience, we would like to hear from you.

Find out how partnering with Trellis can help you meet your objectives. 

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