OUR PROCESS
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.
LOOK FAMILIAR?
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.