Gridline is a financial technology company providing a turnkey alternatives management platform for wealth management firms and private market participants. Its software brings investment activities together in one system, helping users evaluate opportunities, build funds, manage investments, and report to clients. The platform serves financial advisors, home offices, and fund managers, with tools designed to reduce fragmented processes and manual work.

Advisors can use Gridline to launch custom-branded funds, streamline operations, and gain investment insights. Home offices can coordinate alternative investment strategies across advisor networks and centralize fund access, oversight, and compliance. Fund managers can offer investors a branded digital experience while simplifying administration, reporting, compliance, and capital raising.

Gridline supports the investment lifecycle with diligence, benchmarking, portfolio planning, and forecasting, as well as custom funds, feeders, SPVs, subscriptions, and investor onboarding. Its management capabilities include administration, portfolio oversight, data, performance analytics, and reporting. The company also highlights automation for compliance, treasury, and administrative workflows, alongside AI-enabled tools for diligence and decision-making.