CLOSE

We're not disrupting the industry. We're opening it up.

For far too long, access to alternative investments has been limited to institutional investors & insiders who can leverage proprietary opportunities to capture outsized returns. These investments have been inaccessible for the individual investor and "Main Street” has been left behind.

At Gridline, we believe that everyone should be able to emulate what the smartest investors are doing with their portfolios, but we recognized no system was in place to provide this unfettered access. So we built one.

The Team Building the Future of Alternative Investing
We brought together a team with decades of experience at world-class software, security and investment institutions.

Investments

Gridline's Investment team brings together decades of experience across institutional-level diligence programs required to analyze and construct well-diversified private market portfolios.
Logan Henderson
Logan Henderson
Chief Executive Officer

Logan Henderson

Chief Executive Officer
Logan brings deep experience as an entrepreneur and investor, and leads the investment team with responsibilities for the manager sourcing, due-diligence and portfolio construction. Previously, he was CEO of Salesfusion, a marketing technology platform that was acquired by Accel-KKR. Prior to that, Logan worked in investment banking at SunTrust Robinson Humphrey (now Truist Securities), focused on mergers & acquisitions, capital raising and strategic advisory in the technology sector.

 

Jon Hallett
Jon Hallett
Chairman

Jon Hallett

Chairman
Experienced CEO with multiple large exits as an operator. He has served as Board Advisor or Director to 30+ venture-backed companies in addition to acting as an Advisor for early and late stage VC firms. Jon’s portfolio contains many successful exits resulting in greater than 50 and 100x invested capital.
Douglas Dougherty
Douglas Dougherty
Senior Advisor

Douglas Dougherty

Senior Advisor

Previously Chief Investment Officer of RFA Management Company, LLC, a large multi-generational single-family office, and Chairman of the Investment Committee. Prior to that, Doug was Vice President, Equity Research and Senior Portfolio Manager for Cornercap Investment Counsel, and was co-portfolio manager for a ’40 Act mutual fund. Doug earned his MBA from the Goizueta Business School at Emory University, where he was a Robert W. Woodruff Fellow, and a BS degree from Miami University in Oxford, Ohio. Mr. Dougherty is a CFA charter holder, a member of the CFA Institute, and the CFA Society of Atlanta.

Mark Shoberg
Mark Shoberg
Senior Advisor

Mark Shoberg

Senior Advisor

Mark Shoberg is co-CIO and Partner with Capital Creek Partners where he is responsible for the firm’s investment activities across asset classes, including private equity, venture capital, real estate, and natural resources.

Previously, Mark spent nearly 16 years working in senior positions with two prominent university endowments. From 2016 to 2021, Mark was a Managing Director with Stanford Management Company responsible for SMC’s global real assets investment portfolio. Prior to joining SMC in 2016, Mark spent over ten years with the University of Texas Investment Management Company. At UTIMCO, Mark served as Managing Director responsible for the firm’s real estate, technology, and healthcare investments.

Mark’s earlier work experience provided him with broad exposure to a number of industries including technology, oil & gas, consulting, and real estate. This experience included working in the consulting division of Accenture (NYSE: ACN) and in the strategic development group of VerticalNet Inc., a software provider of on-demand supply chain management solutions and business-to-business procurement portals.

Mark received an MBA from the Stanford Graduate School of Business and BE in Mechanical Engineering from Vanderbilt University.

Trace Baker
Trace Baker
Director, Corporate Development

Trace Baker

Director, Corporate Development
Previously part of the investment team at Mountaingate Capital, a middle-market private equity firm investing in founder-owned businesses with strong growth potential. Prior to Mountaingate, Trace worked as an investment banker focused on mergers and acquisitions and strategic advisory with Harris Williams.
John Jennings
John Jennings
Fund Administration Lead

John Jennings

Fund Administration Lead
Previously Manager of Investments & AUM Accounting at Invesco, a leading global investment manager. Before Invesco, John worked in the Assurance practice of EY, focused on the audits of publicly traded financial services companies.

Investor Relations

The Gridline Investor Relations team is led by professionals with deep expertise in institutional securities sales and customer experience.
Matthew Cochard
Matthew Cochard
Vice President, Business Development

Matthew Cochard

Vice President, Business Development
Previously a Director of Institutional Sales & Trading with SunTrust Robinson Humphrey (now Truist Securities), facilitating capital formation for corporations and principal & agency equity trading for some of the largest U.S. Mutual Funds, Hedge Funds and Institutional Investment Managers. Prior to Truist, Matt worked as an investment banker with Bank of America and Robertson Stephens.
Lynn Sanchez
Lynn Sanchez
Vice President, Marketing

Lynn Sanchez

Vice President, Marketing
Previously CEO of Haste, a network technology company focused on the gaming industry (acquired by ExitLag). Prior to that, Lynn held senior leadership roles across sales, marketing, and services for Sage Software, Salesfusion and Cloud Sherpas.
Jana Ferguson
Jana Ferguson
Head of Client Experience

Jana Ferguson

Head of Client Experience
Formerly Director of Customer Experience at SugarCRM, an award-winning CRM named a Visionary in the Gartner Magic Quadrant for Sales Force Automation. Before SugarCRM, Jana led the Professional Services and Account Management teams at Salesfusion.
Chad Cox
Chad Cox
Business Development Associate

Chad Cox

Business Development Associate
Previously Business Development at Nasdaq Asset Owner Solutions, a global leader of data and analytics for the global institutional market. Before Nasdaq, Chad was manager of individual giving at the East Lake Foundation in Atlanta.
Kennedy Shenkel
Kennedy Shenkel
Marketing Campaign Manager

Kennedy Shenkel

Marketing Campaign Manager
Previously Marketing Manager at Neon Coat, a start-up SaaS marketing application based in NYC. Before Neon Coat, Kennedy was a Territory Account Executive at Softchoice, one of North America’s premier software-focused technology solutions providers.

Platform

Led by seasoned SaaS and finance product leaders, Gridline's Platform team applies the best of financial technology, enterprise software and security, and consumer marketplaces to alternative investing.
Peter Bilali
Peter Bilali
Vice President, Platform

Peter Bilali

Vice President, Platform
Previously Director of Product Strategy at BetterCloud, a SaaS Management Platform (SMP) that raised over $200m from Warburg Pincus, Bain Capital and Accel. Before BetterCloud, Peter was an equities trader and worked in corporate IT.
Richard Klamrzynski
Richard Klamrzynski
Principal Architect

Richard Klamrzynski

Principal Architect
Previously Principal Architect at Haste, a network technology company focused on the gaming industry. Before Haste, Richard was Senior Director of Engineering at Live Nation and BigChampagne.
Bradley Macnee
Bradley Macnee
Senior Software Engineer

Bradley Macnee

Senior Software Engineer
Previously a senior software engineer on the platform team at Recurly, a subscription billing platform. Before that, Brad worked as a senior architect for Fanatics, Inc. and a backend engineer for SpotX, Inc. Brad’s work has primarily focused on building scalable, safe, and performant backend end systems that have driven credit card processing, ecommerce platforms, and real time programmatic advertising markets.
Dave Brudner
Dave Brudner
Senior Software Engineer

Dave Brudner

Senior Software Engineer
Front-end focused software engineer with experience building web apps and client-side SDKs in the insurance and fintech industries at companies including Pinnacol Assurance, Recurly, and Principal Financial Group.
Patrick Ramser
Patrick Ramser
Software Engineer

Patrick Ramser

Software Engineer
Previously, an automation engineer at StyleSeat, a San Francisco-based platform that connects beauty providers with their customers. Prior to that, Patrick worked at Splash Financial, a student loan refinancing startup based in Cleveland, and Hyland Software, an industry leader in electronic document management.
Michael Van Der Linden
Michael Van Der Linden
Software Engineer

Michael Van Der Linden

Software Engineer
Previously Field Consultant at Ab Initio, an industry-leading provider of enterprise data-processing applications. There, Michael focused on building custom, scalable, high-performance applications on site for mature clients with complex business requirements.
Join us to create the future of alternative investing.
Join The Team
Terms of Use | Privacy Policy | GLBA Notice


Disclaimer
This site is operated by Gridline Holdings, LLC ("Gridline"). Gridline does not give investment advice, endorsement, analysis or recommendations with respect to any securities. All securities listed here are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. Gridline has not taken any steps to verify the adequacy, accuracy or completeness of any information. Neither Gridline nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. By accessing this site and any pages thereof, you agree to be bound by the Terms of Use and Privacy Policy.

Investing in alternative investment funds is inherently risky and illiquid, involves a high degree of risk, and is suitable only for sophisticated and qualified investors. Past performance is not indicative of future results. Examples of portfolio companies are purely for illustrative purposes and selected based on name recognition. Examples provided are only partial, and readers should not assume that the investments identified were or will be profitable or are representative of investments by the alternative investment funds identified on this site. There is no guarantee that any fund will achieve the same exposure to, or quality of, investments held by any existing fund. Nothing on this page shall constitute an offer to sell or a solicitation of an offer to buy an interest in any investment partnership or other security. Any offer to sell or solicitation of an offer to buy an interest in an investment partnership may be made only by way of the partnership's final definitive confidential disclosure document.

© 2022 Gridline Holdings, LLC