Redefining Efficiency For Financial Institutions
Our clients are some of the most successful and trusted financial institutions
Our vision is to help them leverage curated, next-gen AI to build upon their success
Why Gridlines?
The financial world moves fast. AI moves even faster. Gridlines is building the essential tools to help financial institutions keep up and thrive
Mission
Empowering financial institutions to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.
Work
We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming
Culture
We balance deep work with efficient collaboration.
Think focused, uninterrupted time combined with regular catch-ups and clear communication—all designed to maximize your impact
Team
We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in 2022, around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us
Our co-founders
Stephanie Goldman
CEO
Biography
A software engineer with deep finance expertise, Stephanie previously was an investment professional at GI Partners and an investment banking analyst at Barclays.
See more
Ning Yang
COO
Biography
Ning is an experienced investor with a cross-functional background between private equity, banking, consulting and entrepreneurship.
See more
End-to-End Encryption
All data is encrypted both in transit and at rest, ensuring that your sensitive information remains protected against unauthorized access
Strong Password Policies
We enforce strong password requirements, ensuring that all user accounts are protected by secure credentials
Data Access Control
Access to your data is restricted based on roles and responsibilities, ensuring that only authorized personnel can access sensitive information
Auto-Complete Forms & Templates
All Gridlines executed work comes with page specific citations with one click
Enterprise-grade security, engineered into every layer
Security policy
At Gridlines, we are helping financial institutions transform their outdated workflows by integrating our AI agents that are purpose built for the job
We’ve “been there” in the trenches in investment banking and private equity - we understand your needs and challenges intimately (and personally)
Pending
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Redefining
Efficiency For Financial Institutions
Our clients are some of the most successful and trusted financial institutions.
Our vision is to help them leverage curated, next-gen AI to build upon their success.
Biography
Ning is an experienced investor with a cross-functional background between private equity, banking, consulting and entrepreneurship. Prior to Gridlines, Ning worked as an independent sponsor as well as an investment professional at Intermediate Capital Group (ICG) and American Securities. He began his career as an investment banking analyst at Barclays
Ning graduated with distinction from Emory University’s Goizueta Business School, where he received the Atlanta Society of Financial Analysts’ Award
Biography
A software engineer with deep finance expertise, Stephanie previously was an investment professional at GI Partners and an investment banking analyst at Barclays. She has since founded two venture-backed startups, combining her financial acumen with technical expertise to build products that solve real problems for financial analysts
Stephanie graduated with honors from Indiana University's Kelley School of Business, where she also received a merit scholarship
Ning Yang
COO
Stephanie Goldman
CEO
Our co-founders
Mission
Empowering financial institutions to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.
Work
We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming.
Culture
We balance deep work with efficient collaboration.
Think focused, uninterrupted time combined with regular catch-ups and clear communication—all designed to maximize your impact.
Team
We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in 2022, around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us.
Why Gridlines?
The financial world moves fast. AI moves even faster. Gridlines is building the essential tools to help financial institutions keep up and thrive.
Our co-founders
Stephanie Goldman
CEO
Ning Yang
COO
Biography
A software engineer with deep finance expertise, Stephanie previously was an investment professional at GI Partners and an investment banking analyst at Barclays. She has since founded two venture-backed startups, combining her financial acumen with technical expertise to build products that solve real problems for financial analysts
Stephanie graduated with honors from Indiana University's Kelley School of Business, where she also received a merit scholarship
Biography
Ning is an experienced investor with a cross-functional background between private equity, banking, consulting and entrepreneurship. Prior to Gridlines, Ning worked as an independent sponsor as well as an investment professional at Intermediate Capital Group (ICG) and American Securities. He began his career as an investment banking analyst at Barclays
Ning graduated with distinction from Emory University’s Goizueta Business School, where he received the Atlanta Society of Financial Analysts’ Award
Enterprise-grade security, engineered into every layer
SECURITY POLICY
Pending
SOC 2
CERTIFIED
Powered by
End-to-End Encryption
All data is encrypted both in transit and at rest, ensuring that your sensitive information remains protected against unauthorized access
Strong Password Policies
We enforce strong password requirements, ensuring that all user accounts are protected by secure credentials
Data Access Control
Access to your data is restricted based on roles and responsibilities, ensuring that only authorized personnel can access sensitive information
Routine Data Backups
We perform regular backups to ensure your data is safely stored and can be recovered
Security isn't a feature for us...it's foundational. We follow industry best practices to protect your data at every level
Your data remains yours — we never use it for training, and you maintain complete ownership and control
Start with your first 3 employees for free.
No credit card required. Upgrade when you love it!
book a 15-min demo