Institutional-Grade Investment Strategy, On-Demand

Alternative investments have historically operated in an opaque marketplace. It’s hard to get access and it can be just as difficult to perform due diligence. Tack on excessive fees pervasive in private markets and it can be difficult to succeed as an investor in private markets.

Transparency is one of the central values we built Gridline on and it’s a key way we ensure our customers are as successful. We are a trusted advisor that provides access to sound investments. We’re doing this in two key ways: Our fund selection process and our simple fee structure.

Selecting Funds that Deliver Superior Returns

Our fund manager selection process is rigorous, mixing elements of art and science to ensure our users are successful. We break this process down into our four Ps: Performance, People, Process and Philosophy. These four principles mix qualitative and quantitative measures to sort the managers who have true skill from those who may have just gotten lucky. 

Once we make our selections, we are transparent in passing our findings onto users. Every opportunity within Gridline’s marketplace provides key pieces of information to give users a comprehensive view of risks each opportunity.

This includes a traditional “tear sheet” with key details on the fund’s team, investment thesis and past performance.

As a registered investment advisor ourselves, we act in your best interest. Part of that is providing the Gridline Perspective on each investment. This perspective is a synopsis of what went into making sure the evaluation process is robust and unbiased, why our experts think this is a sound investment and our take on what gives the fund’s team a unique edge.