Fresh off a Series A funding round, Gridline hires COO Chris Crawford from CAIS, doubling down on scaling operations and infrastructure.
AltComply gives RIAs the infrastructure needed to scale diligence and preserve investment judgment across teams, time, and scrutiny, while eliminating 10+ hours of diligence work per investment.
ATLANTA — March 11, 2026 — Gridline, the end-to-end purpose-built platform for private market investing in the wealth management, today announced the launch of AltComply, its AI-powered diligence suite designed to help Registered Investment Advisors (RIAs) scale private markets diligence without sacrificing judgment, defensibility, or speed.
Unlike general-purpose AI tools or point solutions focused on a single step in the workflow, AltComply is designed to create a persistent diligence record that connects risk analysis, memo generation, and review tracking in one system. AltComply turns private fund documents, including pitch decks, Limited Partnership Agreements (LPAs,) and Private Placement Memorandums (PPMs,) into a structured record linked to original source materials. It generates IC memos in minutes, surfaces red flags, and tracks review status in a centralized system, resulting in faster evaluation and a defensible, repeatable process, enabling teams to evaluate significantly more fund opportunities and surface stronger investments. Based on beta user feedback1, AltComply eliminates more than 10 hours of manual diligence work per investment, allowing teams to reallocate time toward higher-value analysis and a broader opportunity set, while maintaining a persistent diligence record across teams and over time.
“I’m the one primarily putting together memos and executive reports, and AltComply would save me hours on every investment,” noted Johnny Gibson2, CFA, CMT, Chief Investment Officer and Executive Managing Director, Haven Private, a Florida-based RIA “The output is more in depth than what I would normally produce on my own. But the real benefit goes beyond speed. It creates documentation that becomes part of our ongoing process, not just a one-time output.”
As private markets become mainstream within wealth management, advisory firms are managing rising fund opportunity flow alongside higher expectations for documentation and oversight. According to Advisor 360’s 2026 Connected Wealth Report, only 23% of advisors say they are confident their current AI tools meet compliance standards. As firms scale private markets exposure, they need efficient diligence systems that withstand audit.
AltComply creates a centralized, source-linked system of record for private markets diligence. It preserves investment rationale in a format that can withstand internal review, regulatory scrutiny, and client examination long after a fund is approved.
“The prevailing narrative around AI has largely focused on speed and efficiency,” said Peter Bilali, Gridline’s Co-founder and Chief Product Officer. “But the next phase of adoption will be defined by trust. Advisors need systems they can stand behind in front of clients and regulators. AltComply is built to preserve records, transparency, and accountability in every investment decision.”
AltComply is available as a standalone compliance suite or as part of the broader Gridline platform. To learn more about AltComply, visit: gridline.co/altcomply-overview/
Gridline is a turnkey, end-to-end platform purpose-built for private market investing in the wealth channel. The company works with Registered Investment Advisers (RIAs), multi-family offices, and private banks to help them manage and scale private market investment programs with institutional rigor. By rebuilding private markets infrastructure from the ground up on a proprietary ledger, Gridline replaces fragmented tools and manual workflows with a single, integrated platform spanning diligence, execution, administration, and reporting. The result is greater consistency, transparency, and control, making it easier for advisory firms to scale alternatives as a core part of their business. For more information, visit gridline.co.
Media Contact:
Aleighjean Traver-Williams
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1.Quote provided by a Gridline client who participated in the AltComply beta program between December 2025 and February 2026.
2. Reported by beta users who tested the product between December 2025 and February 2026 regarding documentation and memo preparation.
Watch the AltComply walkthrough →
The money will go toward the continued development of AltComply, its AI-powered diligence capability, going live this quarter. Gridline, an alternative investment tech platform launched in 2022, has raised $18.5 million in a Series A funding round led by financial technology venture firm FINTOP, bringing its total funding to $27.5 million.
Funding supports continued platform expansion and AI-powered diligence innovation as private markets become core to advisory portfolios
ATLANTA, GA – January 27, 2026 – Gridline, a turnkey alternatives management platform designed to help advisory firms build and manage private market investments, today announced it has raised $18.5 million in Series A funding led by FINTOP.
The funding will accelerate Gridline’s mission to replace fragmented systems and manual workflows with a single, integrated platform purpose-built to support private market investing with the scale, reliability, and operational rigor required in the wealth channel.
Private market investments have evolved from niche allocations to a core component of client portfolios. Yet many advisory firms continue to manage these investments across disconnected tools, spreadsheets, and service providers, creating operational risk, limited scale, and slowed adoption. In a 2025 CFA Institute global survey of investment professionals, transparency in valuation reporting and performance measurement ranked among the top concerns about private markets. With private market assets projected to reach $32 trillion by 2030, the need for scalable, purpose-built infrastructure is accelerating.
“There’s no shortage of tools in this space, but most solve only a narrow slice of the problem,” said Logan Henderson, co-founder and chief executive officer of Gridline. “We built Gridline as an end-to-end platform advisors can rely on to run private market programs with confidence and consistency. By owning the underlying data infrastructure, we keep information standardized, up-to-date, and actionable, so firms have accurate insights in one place, exactly when they need them. That foundation delivers the intelligence, control, and reliability advisors have been missing in private markets.”
Gridline provides advisory firms with a centralized platform that supports the full private markets operating lifecycle, replacing spreadsheets, PDFs, and disconnected portals with a single system for investment diligence, onboarding, execution, oversight, and reporting. This foundation helps firms reduce manual effort, mitigate operational risk, and scale private market offerings with institutional discipline.
“It’s surprising no one had fixed how painful it was to manage investor relationships and fund operations, especially with efficiency being so important to clients,” said Larry Cummings, partner at GENCapital Advisory Partners. “Gridline filled the gap everyone else danced around. Now I can focus on strategy and portfolio design, not chasing documents or cleaning up reporting.”
Based on customer feedback, advisory firms using Gridline report up to a 90% reduction in time spent on manual reconciliation, along with an estimated 10–30 hours saved per investment on diligence-related work and monitoring.
“Across wealth management and private banking, firms are constantly challenged to deliver best-in-class private market solutions at scale. Yet there had not been a platform purpose-built to facilitate these workflows with the control and consistency required until Gridline,” said Rick Kushel, Managing Partner at FINTOP. “Gridline is solving a foundational problem for the 22 trillion dollar industry, and we’re excited to support their next phase of growth.”
The new funding will support continued innovation across the Gridline platform, beginning with AltComply, the company’s AI-powered diligence capability. AltComply automates document ingestion, standardizes analysis, and surfaces key risks to help firms evaluate private investments more efficiently and consistently. The company will also expand its team across engineering, go-to-market, operations, and fund administration.
About Gridline
Gridline is a turnkey, end-to-end platform purpose-built for private market investing in the wealth channel. The company works with registered investment advisers (RIAs), multi-family offices, and private banks to help them manage and scale private market investment programs with institutional rigor. By rebuilding private markets infrastructure from the ground up on a ledger-native foundation, Gridline replaces fragmented tools and manual workflows with a single, integrated platform spanning diligence, execution, administration, and reporting. The result is greater consistency, transparency, and control, making it easier for advisory firms to scale alternatives as a core part of their business. For more information, visit gridline.co.
About FINTOP
FINTOP = Financial Technology Operating Partners.
FINTOP backs the builders’ rewiring finance. With offices in Nashville and New York, the venture firm has $700 MM+ in committed capital across five funds and a team with decades of industry experience as entrepreneurs, operators, and investors. More via fintopcapital.com
Media Contact
AJ Traver-Williams
Head of Marketing, Gridline
aj@gridline.co
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