A Superior Investing Experience.

We've redeveloped the entire process from the ground up using a technology-first approach so you can invest within minutes while complying with regulations.

And, it all starts with a few simple steps.

Create a single investor profile to use for all investment documents.

Discover

Select from a highly curated list of alternatives to match your goals.

Deploy

Invest in minutes through a completely digital subscription experience.

Manage

Manage your alternatives portfolio via a dynamic, user-friendly interface.

Gridline uses data-driven analysis and thorough diligence to curate top-tier products.

Thematic Portfolios

Instant diversification for a targeted investment thesis.

Thematic Portfolios allow investors to benefit from diversification across a mix of funds based on asset type, sector, stage and geography. Gridline selects 5 to 10 underlying funds to build a diversified holding based around a specific investment thesis.

Accreditation

Required

Min. Investment

$100K

Explore Thematic Portfolios

Direct Fund Acccess

Thematic Indexes

Direct Fund Access

Access funds typically reserved for institutions and industry insiders.

Invest in top-tier alternative investment funds typically reserved for institutions and industry insiders. Gridline feeder vehicles aggregate capital and manage the full investment lifecycle so you can invest with confidence without all of the costs of traditional solutions.

Accreditation

Required

Min. Investment

$150K

Explore Direct Access Funds

Secondary Markets

Innovative liquidity solutions for the short and long-term.

Gridline enables trading investments for clients who want to sell or acquire new stakes by listing interests on the Secondary Market. For short-term liquidity, Gridline has partnered with a leading institution to provide asset-based lending products, unlocking cash while preserving long-term appreciation.

Subject to certain trading restrictions

Secondary Markets

We believe in the power of actively managed funds.

Relaxing regulation for crowdfunding and alternative investing is a two-sided coin. Individuals should have the opportunity to invest like sophisticated institutions but main street investors are often paired with risky deals that have little oversight of their investment once deployed.

SPVs and rolling funds often focus on access to great deals, and not on ensuring the underlying investments have a positive outcome once capital is deployed.

We believe active fund management matters. It's why Gridline intentionally selects actively managed funds with highly involved fund managers and general partners.

Deal Selection

Governance

Portfolio Management

GP Investment

Fund managers should have skin in the game. SPVs and rolling funds can bundle together any opportunity and make money on the management fee but lose nothing if the underlying investments aren't successful. When you see these opportunities announced with rocket sign emojis, you may want to take pause.

The universe of investable underlying opportunities is massive. The managers of Gridline funds source the best and perform heavy due diligence in order to deliver sustainable long-term capital appreciation to their LPs and secure capital for subsequent vintages.

Public companies have strict governance requirements to live up to just to be listed. That layer of protection doesn't automatically exist in alternative asset classes. Fund-backed deals, however, go through an enhanced governance process including audits, non-founder oversight, and more before being funded.

Managers of actively managed funds treat their investments like it's their own money. They spend more than three-quarters of their time working with underlying companies to ensure the best long-term outcomes.

While some GPs don't lose anything when a fund's investments fail to deliver returns, Gridline seeks out funds with GPs that put their own money to work. We ensure funds that we select are led by GPs that have committed their own money of at least 5% of the total fund value.

Deal Selection

Fund managers should have skin in the game. SPVs and rolling funds can bundle together any opportunity and make money on the management fee, but lose nothing if the underlying investments aren’t successful. When you see these opportunities announced with rocket sign emojis, you may want to take pause.

The universe of investable underlying opportunities is massive. The managers of Gridline funds source the best, and perform heavy due diligence in order to deliver sustainable long term capital appreciation to their LPs and secure capital for subsequent vintages.

Governance

Portfolio Management

GP Investment

Revolutionizing Investing in Alternatives

By introducing index-based investing, Vanguard became one of the largest and most influential forces in the asset management industry.

Gridline will do the same.

Legacy Process

Modern Investing

Legacy Process

Modern Investing

It takes an enormous amount of time, money and market understanding to build a diversified portfolio of public equities.

In 1976, John Bogle introduced the Vanguard 500 fund and allowed retail investors a low-cost way to gain diversified exposure to the total U.S. equity market.

It takes an enormous amount of time, money and market understanding to build a diversified portfolio of alternative investments.

In 2022, Gridline will introduce the first private market thematic portfolio funds, allowing retail investors a low-cost way to gain diversified exposure to the entire alternatives market.

Frequently Asked Questions

How does it work?

Gridline delivers access to top-tier funds by leveraging the power of a platform. We're an institutional investor that securitizes our investment and syndicates ownership to our users. Gridline handles the traditionally cumbersome back-office details — infrastructure, treasury management, performance reporting, tax requirements and liquidity of the equities — by working with industry leading legal partners and technology platforms like AWS to ensure compliance, security and performance.

Who can invest with Gridline?

Gridline opportunities are open to US-based accredited investors and entities as defined by the SEC. In short, this is a person with an individual income in excess of $200k, household income in excess of $300k, or a net worth over $1m. An accredited investor can also be a entity, trust, or family office with total assets in excess of $5m.

What is the minimum investment?

The minimum commitment to a Gridline index product starts at $100,000. The investment minimum may vary depending on the underlying assets.

How do fees work?

We charge a management fee of 50 to 100 basis points annually, with the fee varying based on total assets under management with Gridline. The management fee is well below an investor’s actual cost to evaluate and select managers. We do not charge carried interest.

Do fund managers pay fees to be on the platform?

No. Charging funds fees creates a conflict of interest and could introduce adverse selection.

Is Gridline Secure?

Security is at the core of our DNA. Gridline runs on Amazon Web Services in a highly secure, reliable, and distributed cloud infrastructure with security best practices implemented across data storage & encryption, networking, access, & authorization. All of your information is always protected as it's in transit and at rest.

Terms of Service | 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 Service and Privacy Policy

Past performance is not indicative of future results. All securities involve risk and may result in significant losses. 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. Investors must be able to afford the loss of their entire investment. Alternative investment funds should only be part of an investor’s overall investment portfolio. Further, the alternative investment fund portion of an investor’s portfolio should include a balanced portfolio of different alternative investments. Investments in alternative investment funds are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or limited liquidity. Investments in Alternative investment funds are generally highly illiquid and those investors who cannot hold an investment for the long term should not invest.

Any specific alternative investments funds referenced on this site are included purely for illustrative purposes and selected based on name recognition. Such examples 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 alternative investment fund will achieve the same exposure to, or quality of, investments held by any existing fund referenced on this site.

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 and other offering and governance documents of any given fund (collectively, “Offering Documents”). The information on this site is qualified in its entirety and limited by reference to such Offering Documents, and in the event of any inconsistency between this site and such Offering Documents, the Offering Documents shall control. In making an investment decision, investors must rely on their own examination of the offering and the terms of any offering. Investors should not construe the contents of this site as legal, tax, investment or other advice, or a recommendation to purchase or sell any particular security.

The information included in this site is based upon information reasonably available to Gridline. Furthermore, the information included in this site has been obtained from sources Gridline believes to be reliable; however, these sources cannot be guaranteed as to their accuracy or completeness. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information contained herein, and no liability is accepted for the accuracy or completeness of any such information. This site may contain certain “forward-looking statements,” which may be identified by the use of such words as “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential,” “outlook,” “forecast,” “plan” and other similar terms. All such forward-looking statements are conditional and are subject to various factors, including, without limitation, general and local economic conditions, changing levels of competition within certain industries and markets, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors, any or all of which could cause actual results to differ materially from projected results.

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