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Comprehensive private fund management from a from a single dashboard

Gain complete insight into new and legacy private fund investments with Gridline's comprehensive reporting suite.
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Performance reporting & Compliance

Access all fund performance and tax information in one place and review detailed performance metrics by client or underlying investment.

Up-to-Date
Performance Metrics

Stay informed with real-time data on how your investments are performing with the ability to drill into specific client performance.

Data Transfer

All performance data is exportable to third party reporting platforms when preferred.

Granularity on Portfolio
Company Detail

Dive deeper into the companies within your portfolio for a comprehensive understanding of where your capital is at work.

Consolidated Document
Management

Access all your investment-related paperwork in one secure, easily navigable location.

Enhancing Legacy Portfolio Management

Streamlined Integration

Simplify the inclusion of existing alternative investments into reporting, offering scalable, secure, and user friendly solution to manage legacy positions.

Comprehensive Management

Efficiently collect all document and communications, ensuring better organization, data and insights for existing investments

Actionable Insights

Extract critical information from fund documents (NAV, IRR, funded/unfunded commitments) and facilitate treasury movements with ease.
How It Works

Up and running in record time. Supported for the long term.

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