For private equity
Track the value-creation plan the way the board will judge it.
The 100-day plan and the value-creation plan become the company’s plan in Trellis: objectives with owners and deadlines, the measures that prove them, and the initiatives funded to deliver them. Health is computed from that work, not reported into it.
app.trellisexecution.com/dashboard
How it works across a portfolio
One plan per portfolio company
Each company runs its own plan in its own workspace, with its own leadership team, rhythm and board pack.The operating partner sees each plan
Invite the operating partner to each company’s plan. Anyone who only reads a plan is free.The board pack, each quarter
Generated from the plan’s locked record of the quarter’s review, with a written brief that uses only the plan’s own figures.Read more
Value against spend
For each initiative, the value it was funded on, the evidence it is arriving, and what it has cost.Read more
Portfolio terms: 15% off each company’s plan when 3 or more portfolio companies run on Trellis.
Portfolio
Talk to us about your portfolio
Tell us what you want to track. We reply within one business day.
See your own plan in Trellis.
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