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A better solution for wealth managers investing in the private markets.

Leverage our technology to bring your vision to life for your clients. In days, not months.
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Gridline provides modern infrastructure that expands the scope and scale at which you can serve your clients.

Offer exceptional private market investment opportunities to your clients via three solutions:

Discover

Curated Funds

Explore a diverse selection of expertly curated opportunities tailored to meet various investment goals. Gridline's offerings provide access to high-quality investment funds, managed by experienced professionals to help you achieve optimal outcomes with confidence.
Manage

Custom Funds

Take control of your investment strategy with our customizable fund management capabilities. Build and manage fully-customized funds tailored to your unique investment preferences and objectives (feeders, fund of funds, co-investments, SMAs), ensuring a personalized approach across clients.
Deploy

Hybrid Approach

Experience the best of both worlds with our hybrid approach, augmenting your core private funds with Gridline's thesis-driven investment offerings, enabling you to deliver on client needs while maintaining investment autonomy. A balanced and adaptable investment solution.

Custom Funds: Turnkey, from Formation to K-1

Transform your investment strategy with scalable, secure, and tailored custom funds.

Centralization of Fund Operations

By integrating fund formation, compliance, treasury management, fund administration, and performance reporting, Gridline eliminates the need for multiple vendors or internal coordination efforts. This streamlines operations and conserves valuable time and resources.

Customization and

Flexibility

Fully customizable to meet the specific goals of your clients and operational structure. Whether it's feeder or multi-manager funds, co-investments, varying fee structures, or unique call schedules, Gridline's platform scales to fit your needs.

Advanced Reporting Capabilities

Automated performance reporting at both the firm and individual client levels (down to underlying holdings), designed to facilitate more informed decision-making and enhance client engagement.

Cost Efficiency

By automating routine administrative tasks and digitizing key transaction elements, Gridline significantly reduces overhead and operational expenses, delivering cost-effective fund management solutions.
Objective

Differentiate With a Customized and Branded Alternatives Portal

Elevate Your Alternatives Program with a Fully White-Labeled Platform, Tailored to Showcase Your Brand and Investment Expertise.

Efficient Access

With number funds launched annually, a comprehensive alternatives portal allows advisors to access approved investment opportunities efficiently.

Integrated Workflow

The platform seamlessly integrates with existing workflows and systems of record for advisors and clients.

Enhanced Security

Security attribute's on a per-product basis enable specific gating based on advisor or client settings, creating a walled garden for selected products.

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