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The Premier CAIS Alternative

Gridline is the first end-to-end alternative investing platform designed to meet the needs of Advisers and Private Wealth Managers.

With Gridline, you can now offer clients an elevated investing experience and confidently deploy capital into the private markets while we streamline fund administration and reporting, leaving you to focus purely on value creation.

Now is the time to invest beyond CAIS. Explore exceptional funds with lower fees on the Gridline platform today.
There is no cost or commitment to create an account.

 

To learn more about partnering with Gridline, please tell us a little about yourself.

We handle everything from KYC to K-1.

Advisor & Client Onboarding

Adviser & Client Onboarding

Whether you're new to alternatives or a seasoned expert, we work with your team to ensure you have the knowledge and training to deploy capital confidently.

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Select or Create Your Products

Choose from the investments in our managed marketplace, or work with our team to launch your own custom fund.

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Discover
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Plan and Manage Portfolios

Leverage powerful tools like the Allocation Simulator to determine asset allocations and craft a diversified, self-sustaining portfolio with a few clicks.

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Commit Investments

Create profiles for your clients, then seamlessly commit investments on their behalf. Track the progress through final signatures and fund the investment through our fully digital process.

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Commit Investments
Reporting and Statements

Reporting and Statements

Access client documents with real-time reporting, quarterly updates, and annual tax documentation. Our team is here to support you through the entire fund lifecycle.

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Investment vehicles designed to meet any objective.

Direct Funds

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Direct Funds provide exposure to a single underlying fund, allowing investors to back a specific investment thesis. 

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Thematic Portfolios

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Thematic Portfolios are multi-fund products designed to provide diversified exposure to a particular asset class or investment strategy with a single investment. 

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Customized Funds

Customized Funds

Customized Funds allow sophisticated investors to construct their own investment vehicles and manage them via Gridline's best-in-class technology platform.

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Let's have a conversation.