Who We Serve
Trest Capital advises a focused set of venture-backed companies and capital partners across the private-markets lifecycle. We work directly with early-stage founders to bring discipline and clarity to critical financial decisions—helping them scale with focus, prepare for major capital events, and keep capital and operating priorities aligned as complexity increases.
We steer growth-stage leadership teams through shareholder liquidity, capital-stack optimization, and stakeholder alignment, while giving institutional investors direct access to company-approved secondary opportunities—delivered with clarity, discretion, and execution certainty.
01
Early-Stage Companies
primary focus:
Founders and Executive Teams (Series A–B)
Company Size:
$2m - $20m in revenue, <150 employees
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As early-stage companies grow past their initial momentum, new pressures emerge—budgets expand, hiring outpaces structure, investor expectations rise, and decisions carry more weight. Without clear internal alignment, capital planning becomes reactive and financial storytelling breaks down. Trest Capital supports founders at this stage of scale by helping to:
Clarify capital priorities across equity, debt, and alternative options
Strengthen existing systems for financial tracking, board reporting, and investor dialogue
Structure a disciplined capital plan to align hiring, growth, and spend
Anticipate and prepare for future capital events well before they arrive
Create confidence at the board level through clear, defensible planning
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We help early-stage founders build the capital-side clarity and operating discipline required to make faster, higher-stakes decisions as their companies scale. Our work focuses on aligning capital strategy, internal workflows, and financial narrative with the company’s next stage of growth.
Clarify near- and long term capital priorities across equity, debt, and hybrid options
Establish internal standards for how financial performance is measured, discussed, and presented
Ensure financial narratives and investor communications reflect the company’s ambition and direction
Review and refine existing systems to support fast, credible, board-level decision-making
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Our model is designed to give early-stage companies a clear capital foundation without disrupting momentum. We work directly with founders to align capital priorities, financial reporting, and decision-making discipline around what matters most as the company grows.
Align with founder and leadership team on growth goals, capital needs, and stakeholder expectations
Conduct a focused review of financials, operations, and capital structure to define a clear starting point
Establish a capital operating cadence that supports board reporting, team alignment, and investor dialogue
Help leadership translate strategy into financial and operational decisions founders
Stay involved as needed to adjust plans, support execution, and ensure alignment over time
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Our work equips founders with the capital clarity and financial discipline needed to lead with confidence as their company scales.
Faster, more decisive capital planning grounded in real numbers
Investor and board conversations that reflect structure, strategy, and credibility
Internal visibility into cash, growth levers, and key decision points
Capital strategy aligned with near-term execution and long-term ambition
A tighter operating model that supports scale with control and clarity
02
Growth & Late-Stage Companies
primary focus:
Founders, CFOs, and Boards (Series C–Pre-IPO)
Company Size:
$250m - $5b in enterprise value
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As companies scale toward exit or raise larger rounds, capital decisions grow more sensitive and the cost of misalignment rises. Internal liquidity needs, investor transitions, and capital stack complexity start to converge. We support leadership through this phase with clear, structured execution.
Liquidity expectations from executives, early employees, and early investors require structured solutions that avoid signaling risk or loss of control
Investor transitions—GPs nearing fund terms, cross-fund reallocations, or limited partner motivations—add external complexity to internal strategy
Complex capital stacks (convertibles, venture debt, preferred equity) require clarity, coordination, and precise execution to protect enterprise value
Stakeholder coordination across boards, legal, and investors must be seamless and timeline-driven
Every transaction must preserve reputation, protect governance, and prepare for future institutional capital or public readiness
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We help leadership teams navigate complex secondary transactions, investor transitions, and structured liquidity events without compromising control, narrative, or timing. Our role is to bring precision, discipline, and alignment across every stakeholder at the table.
Design and execute secondary transactions that reflect the company’s long-term strategy—not just near-term liquidity needs
Advise on pricing, structure, and eligibility criteria to ensure fairness, alignment, and internal control
Coordinate internal readiness—legal, finance, and board approval—to reduce friction and maintain trust
Manage investor transitions discreetly and on your terms, preserving company narrative and strategic flexibility
Ensure the company’s capital strategy stays clean and execution-ready as it approaches late-stage milestones
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We scope every engagement based on the company’s capital strategy, stakeholder dynamics, and timing constraints—then run a disciplined process that keeps leadership in control and outcomes aligned with long-term positioning.
Align with founders, CFOs, and boards on objectives, constraints, and stakeholder sensitivities
Assess cap table, investor base, and liquidity pressures to define transaction structure and eligibility
Calibrate pricing, allocation, and participation rules based on internal priorities and market appetite
Coordinate legal, finance, and external counsel to manage timelines, approvals, and communications
Lead execution discreetly and decisively—ensuring process integrity and stakeholder trust at every step
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Trest helps companies execute liquidity and capital events with clarity, control, and alignment—without losing focus or creating internal noise.
Clean execution that avoids disruption and protects team momentum
Internal alignment across legal, finance, leadership, and the board
Clear pricing rationale and structured eligibility that hold up under scrutiny
Preserved valuation integrity and stakeholder trust
Strategic flexibility to keep future capital moves on track
03
Institutional Investors & Capital Providers
primary focus:
Institutional investors, secondary funds, growth equity funds, crossover investors, asset managers, and select family offices
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Institutional investors face a fragmented private market—where sourcing lacks transparency, pricing lacks discipline, and company alignment is often unclear. Trest corrects that by delivering structured, company-cleared transactions that meet institutional standards.
Deal flow is vetted directly with company leadership, not intermediaries or secondary brokers
Pricing is grounded in internal approval and supported by current financial context
Capital structure and ownership dynamics are fully mapped before engagement
Process is discreet, pre-aligned with CFO/legal, and structured for institutional participation
Investor protections, compliance review, and reputation risk are managed from day one
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Trest connects institutional investors to high-quality secondary opportunities sourced directly through executive leadership—where pricing, structure, and participation are aligned with company objectives. Each transaction is purpose-built for clarity, control, and long-term integrity.
Opportunities are fully vetted and approved by executive leadership before investor access
Pricing and terms are grounded in context—supported by internal data and capital strategy
Transaction design reflects the company’s governance and liquidity thresholds
Internal alignment is secured across leadership, legal, and the board before investor access
Execution is controlled, timeline-driven, and designed to protect both pricing integrity and reputation
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Target block sizes from $1M to $100M+
Common, preferred, and structured secondary equity positions
Designed in coordination with company leadership and internal stakeholders
Clear terms, defined governance, and an execution path aligned with company timing
Documentation, approvals, and participation scoped in advance to ensure close readiness
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Trest delivers institutional investors a structured, company-approved path into secondary transactions—where execution quality, pricing integrity, and strategic fit are non-negotiable.
Aligned opportunities sourced directly from company leadership
Clear pricing rationale backed by internal financial context
Full visibility into transaction structure, terms, and participant eligibility
A managed execution timeline with defined approvals and process integrity
Structured to uphold trust on both sides of the table—company and capital aligned at every step
