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Unlock private wealth.

Access a broader base of capital and streamline management of non-institutional investors through a single, seamless platform.
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Manage private wealth investors with ease.

Simplified Operational
Workflow

Consolidate your non-institutional LP base into a single entity managed by Gridline. Our platform streamlines every aspect of the investment lifecycle, including KYC/AML, subscription agreements, capital calls & treasury management, performance reporting, and K-1's.

Enhanced User
Experience for LPs

Gridline ensures that your investors enjoy a seamless experience. We've reimagined the investment and reporting experience from the ground up, ensuring simplicity & visibility into single investments and across a private market portfolio.

Efficiency and
Compliance

Gridline ensures that your investors enjoy a seamless experience. We've reimagined the investment and reporting experience from the ground up, ensuring simplicity & visibility into single investments and across a private market portfolio.

Scalable Access to
Private Wealth

Funds interested in attracting additional capital from the private wealth channel can be listed on Gridline's marketplace for investment from Gridline's member base of RIAs, Family Offices, and HNWIs. This requires Gridline's investment team performing due diligence on the opportunity and gaining IC approval.

See how Gridline benefits you

Benefits to You

Pools capital & invests as a single LP
Track investor commitments on your dashboard
Capital calls & fund documentation handled automatically
Comprehensive fund administration services
KYC, KYB & fraud prevention on platform

Benefits to Your LP

Fully digital investment workflow
Centralized performance and tax reporting
Cash flow management and visibility
Real-time information on portfolio

Join the exceptional managers
on our platform.

Gridline allows selected fund managers to tap into Gridline's broad base of investor capital with the same administrative ease as working with a single institutional LP. We deliver long-term value to managers on our platform by broadening your network of potential advisors and investors. Please leave us your information below.

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