Find out how much you could save by firm size – view a cost analysis.
See the savings
Find out how much you could save by firm size – view a cost analysis.
See the savings
Find out how much you could save by firm size – view a cost analysis.
See the savings
Curated, Next-Gen AI
for Financial Institutions
Curated, Next-Gen AI
for Financial Institutions
Curated, Next-Gen AI
for Financial Institutions
Gridlines acts as a scalable team of associates working for you to analyze data, process documents and create dynamic slides in seconds
Gridlines acts as a scalable team of associates working for you to analyze data, process documents and create dynamic slides in seconds
Gridlines acts as a scalable team of associates working for you to analyze data, process documents and create dynamic slides in seconds
Backed by Leading Investors
Backed by Leading Investors
Backed by Leading Investors
How it works
How it works
How it works
An AI Level of Efficiency
An AI Level of Efficiency
An AI Level of Efficiency
Revolutionize your workflow with Gridlines! Turn hours of tedious tasks into minutes of seamless efficiency with our AI-powered software.
Revolutionize your workflow with Gridlines! Turn hours of tedious tasks into minutes of seamless efficiency with our AI-powered software.
Revolutionize your workflow with Gridlines! Turn hours of tedious tasks into minutes of seamless efficiency with our AI-powered software.
Situation / Task
Situation / Task
Situation / Task
Status Quo
Status Quo
Status Quo
With Gridlines
With Gridlines
With Gridlines
Convert these financials into Excel
Convert these financials into Excel
Convert these financials into Excel
Manually type in hundreds of numbers/text; recheck one by one
Manually type in hundreds of numbers/text; recheck one by one
Manually type in hundreds of numbers/text; recheck one by one
Create financials in your firm’s format in seconds
Create financials in your firm’s format in seconds
Create financials in your firm’s format in seconds
Create this chart from PDF
Create this chart from PDF
Create this chart from PDF
Extract data from PDFs; everything breaks during conversion
Extract data from PDFs; everything breaks during conversion
Extract data from PDFs; everything breaks during conversion
Gridlines converts data and charts into dynamic PPT elements
Gridlines converts data and charts into dynamic PPT elements
Gridlines converts data and charts into dynamic PPT elements
Reformat this in our firm’s style
Reformat this in our firm’s style
Reformat this in our firm’s style
Adjust colors, fonts, styles manually
Adjust colors, fonts, styles manually
Adjust colors, fonts, styles manually
Branding applied automatically
Branding applied automatically
Branding applied automatically
These numbers don’t make sense
These numbers don’t make sense
These numbers don’t make sense
Recheck slides and analysis multiple times
Recheck slides and analysis multiple times
Recheck slides and analysis multiple times
Gridlines self-check system also includes citations with specific sources for rapid audit
Gridlines self-check system also includes citations with specific sources for rapid audit
Gridlines self-check system also includes citations with specific sources for rapid audit
Take a stab at the executive summary”
Take a stab at the executive summary”
Take a stab at the executive summary”
Re-read CIM and entire memo to gather highlights
Re-read CIM and entire memo to gather highlights
Re-read CIM and entire memo to gather highlights
Gridlines summarizes key takeaways in seconds (with sources)
Gridlines summarizes key takeaways in seconds (with sources)
Gridlines summarizes key takeaways in seconds (with sources)
Drop in a few pages that we probably have off the shelf
Drop in a few pages that we probably have off the shelf
Drop in a few pages that we probably have off the shelf
Track down and review multiple precedents and manually update them
Track down and review multiple precedents and manually update them
Track down and review multiple precedents and manually update them
Gridlines can create dozens of pages using new data and precedent format
Gridlines can create dozens of pages using new data and precedent format
Gridlines can create dozens of pages using new data and precedent format
Client finally sends data Friday afternoon
Client finally sends data Friday afternoon
Client finally sends data Friday afternoon
Work entire weekend for MMM deliverable
Work entire weekend for MMM deliverable
Work entire weekend for MMM deliverable
Gridlines can help reduce or eliminate weekend work
Gridlines can help reduce or eliminate weekend work
Gridlines can help reduce or eliminate weekend work
Read the CIM and let me know your thoughts
Read the CIM and let me know your thoughts
Read the CIM and let me know your thoughts
Spend multiple hours reading CIM, building financial model, creating investment thesis
Spend multiple hours reading CIM, building financial model, creating investment thesis
Spend multiple hours reading CIM, building financial model, creating investment thesis
Gridlines can analyze CIM, build dynamic model and create 1-pager investment memo
Gridlines can analyze CIM, build dynamic model and create 1-pager investment memo
Gridlines can analyze CIM, build dynamic model and create 1-pager investment memo
Thinking > Copy & Pasting
Save hundreds of hours a year per employee by seamlessly incorporating Gridlines into your workstreams. Giving you the freedom to focus on the important things
Work Smarter, Achieve More
Thinking > Copy & Pasting
Save hundreds of hours a year per employee by seamlessly incorporating Gridlines into your workstreams. Giving you the freedom to focus on the important things
Work Smarter, Achieve More
Thinking > Copy & Pasting
Save hundreds of hours a year per employee by seamlessly incorporating Gridlines into your workstreams. Giving you the freedom to focus on the important things
Work Smarter, Achieve More
Popular Use Cases
Popular Use Cases
Popular Use Cases
Pitch book creation
Pitch book creation
Pitch book creation
CIM Creation
CIM Creation
CIM Creation
Client presentations
Client presentations
Client presentations
Internal & external reporting
Internal & external reporting
Internal & external reporting
Ad hoc materials
Ad hoc materials
Ad hoc materials
Dataroom Management
Dataroom Management
Dataroom Management
Marketing Materials
Marketing Materials
Marketing Materials
IC Memos
IC Memos
IC Memos
Product Benefits
Product Benefits
Product Benefits
Unlock your productivity with Gridlines
Unlock your productivity with Gridlines
Unlock your productivity with Gridlines
Discover how Gridlines can transform your workflow by automating time-consuming tasks
Discover how Gridlines can transform your workflow by automating time-consuming tasks
Discover how Gridlines can transform your workflow by automating time-consuming tasks
Quotes
Quotes
Quotes
Success Stories from Our Clients
Success Stories from Our Clients
Success Stories from Our Clients
This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
- This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster.
Brooke, Investment Banking Associate
- Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day.
Christian, Investment Banking Associate
- I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far.
Sam, Investment Banking Associate
Transform Your Workflow Today!
Discover how Gridlines can revolutionize your daily workflows and achieve a step-change in productivity. Schedule a demo today and see the difference!
Schedule a 15-Minute Demo
Transform Your Workflow Today!
Discover how Gridlines can revolutionize your daily workflows and achieve a step-change in productivity. Schedule a demo today and see the difference!
Schedule a 15-Minute Demo
Transform Your Workflow Today!
Discover how Gridlines can revolutionize your daily workflows and achieve a step-change in productivity. Schedule a demo today and see the difference!
Schedule a 15-Minute Demo
Turn Complex Data into Dynamic Presentations — Fast
Gridlines brings the power of next-gen AI at your fingertips. Automate the creation of professional, client-ready presentations from dozens of complex documents in minutes.
Request a demo
Turn Complex Data into Dynamic Presentations — Fast
Gridlines brings the power of next-gen AI at your fingertips. Automate the creation of professional, client-ready presentations from dozens of complex documents in minutes.
Request a demo
Turn Complex Data into Dynamic Presentations — Fast
Gridlines brings the power of next-gen AI at your fingertips. Automate the creation of professional, client-ready presentations from dozens of complex documents in minutes.
Request a demo
Curated, Next-Gen AI for Financial Institutions
Gridlines, Inc. © 2025. All rights reserved
Curated, Next-Gen AI for Financial Institutions
Gridlines, Inc. © 2025. All rights reserved
Curated, Next-Gen AI for Financial Institutions
Gridlines, Inc. © 2025. All rights reserved