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
Gridlines: Redefining Efficiency for Investment Banking
Gridlines: Redefining Efficiency for Investment Banking
Gridlines: Redefining Efficiency for Investment Banking
Our clients are some of the most successful and trusted M&A advisors. Our vision is to fundamentally change the way investment banking is done.
Our clients are some of the most successful and trusted M&A advisors. Our vision is to fundamentally change the way investment banking is done.
Our clients are some of the most successful and trusted M&A advisors. Our vision is to fundamentally change the way investment banking is done.
Backed by Leading Investors
Backed by Leading Investors
Backed by Leading Investors
Why Gridlines?
Why Gridlines?
Why Gridlines?
The financial world moves fast. Gridlines is building the essential tools to help investment banking teams keep up and thrive.
The financial world moves fast. Gridlines is building the essential tools to help investment banking teams keep up and thrive.
The financial world moves fast. Gridlines is building the essential tools to help investment banking teams keep up and thrive.
Our Mission
Our Mission
Our Mission
Empowering investment banking teams to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.
Empowering investment banking teams to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.
Empowering investment banking teams to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.
Our Work
Our Work
Our Work
We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming.
We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming.
We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming.
Our Culture
Our Culture
Our 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.
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.
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.
Our Team
Our Team
Our Team
We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in December 2022 instead. Around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us.
We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in December 2022 instead. Around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us.
We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in December 2022 instead. Around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us.
Our Commitment to Security—SOC 2 Compliance in Progress
Our Commitment to Security—SOC 2 Compliance in Progress
Our Commitment to Security—SOC 2 Compliance in Progress
At Gridlines, data security isn’t just a goal—it’s a daily practice. While we are working toward formal SOC 2 compliance, we already have robust controls in place to safeguard your information. SOC 2 will formalize these best practices, further assuring our clients that their data is in safe hands.
At Gridlines, data security isn’t just a goal—it’s a daily practice. While we are working toward formal SOC 2 compliance, we already have robust controls in place to safeguard your information. SOC 2 will formalize these best practices, further assuring our clients that their data is in safe hands.
At Gridlines, data security isn’t just a goal—it’s a daily practice. While we are working toward formal SOC 2 compliance, we already have robust controls in place to safeguard your information. SOC 2 will formalize these best practices, further assuring our clients that their data is in safe hands.
End-to-End Encryption
All data is encrypted both in transit and at rest, ensuring that your sensitive information remains protected against unauthorized access.
End-to-End Encryption
All data is encrypted both in transit and at rest, ensuring that your sensitive information remains protected against unauthorized access.
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.
Strong Password Policies
We enforce strong password requirements, ensuring that all user accounts are protected by secure credentials.
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.
Data Access Control
Access to your data is restricted based on roles and responsibilities, ensuring that only authorized personnel can access sensitive information.
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 in the event of an unexpected incident.
Routine Data Backups
We perform regular backups to ensure your data is safely stored and can be recovered in the event of an unexpected incident.
Routine Data Backups
We perform regular backups to ensure your data is safely stored and can be recovered in the event of an unexpected incident.
Ease the Process for Your Clients
Make your client-facing work efficient, fast, and painless — so that the process never feels grueling internally or externally.
Streamline Now
Ease the Process for Your Clients
Make your client-facing work efficient, fast, and painless — so that the process never feels grueling internally or externally.
Streamline Now
Ease the Process for Your Clients
Make your client-facing work efficient, fast, and painless — so that the process never feels grueling internally or externally.
Streamline Now
About Founder
About Founder
About Founder
Founder Insight: Building the Future of Software
Founder Insight: Building the Future of Software
Founder Insight: Building the Future of Software
As an Investment Banking Analyst at Barclays in New York City, I often found myself handling routine tasks that, while necessary, did little for my development. The work I found most rewarding was tackling complex projects that challenged me and deepened my understanding of the field.
With Gridlines, my goal is to transform efficiency in both investment banking and consulting by automating repetitive, time-consuming tasks. By integrating widely-used tools like PowerPoint and Excel with advanced generative AI, we aim to enhance the quality and speed of deliverables, allowing teams to focus on impactful work that brings real value to clients.
As an Investment Banking Analyst at Barclays in New York City, I often found myself handling routine tasks that, while necessary, did little for my development. The work I found most rewarding was tackling complex projects that challenged me and deepened my understanding of the field.
With Gridlines, my goal is to transform efficiency in both investment banking and consulting by automating repetitive, time-consuming tasks. By integrating widely-used tools like PowerPoint and Excel with advanced generative AI, we aim to enhance the quality and speed of deliverables, allowing teams to focus on impactful work that brings real value to clients.
As an Investment Banking Analyst at Barclays in New York City, I often found myself handling routine tasks that, while necessary, did little for my development. The work I found most rewarding was tackling complex projects that challenged me and deepened my understanding of the field.
With Gridlines, my goal is to transform efficiency in both investment banking and consulting by automating repetitive, time-consuming tasks. By integrating widely-used tools like PowerPoint and Excel with advanced generative AI, we aim to enhance the quality and speed of deliverables, allowing teams to focus on impactful work that brings real value to clients.
Stephanie Goldman
Stephanie Goldman
Stephanie Goldman
Founder at Gridlines
Founder at Gridlines
Founder at Gridlines
Quantifiable Value
Quantifiable Value
Quantifiable Value
Investment Banks with 25 Employees Spend $375k to $1.25M on Presentation Creation Annually
Investment Banks with 25 Employees Spend $375k to $1.25M on Presentation Creation Annually
Investment Banks with 25 Employees Spend $375k to $1.25M on Presentation Creation Annually
Get more work done with fewer people by automating mundane tasks like formatting and preliminary drafting.
Get more work done with fewer people by automating mundane tasks like formatting and preliminary drafting.
Get more work done with fewer people by automating mundane tasks like formatting and preliminary drafting.
Allow your employees to focus on needle-moving tasks and retain talent by eliminating boring tasks.
Allow your employees to focus on needle-moving tasks and retain talent by eliminating boring tasks.
Allow your employees to focus on needle-moving tasks and retain talent by eliminating boring tasks.
Calculate Your Savings
Calculate Your Savings
Calculate Your Savings
Start with Your First 3 Employees for Free
No credit card required. Upgrade when you love it.
Schedule a 15-Minute Demo
Start with Your First 3 Employees for Free
No credit card required. Upgrade when you love it.
Schedule a 15-Minute Demo
Start with Your First 3 Employees for Free
No credit card required. Upgrade when you love it.
Schedule a 15-Minute Demo
Boosting analyst efficiency by automating document analysis and slide creation for investment banks
Use Cases
Pitch book creation
CIM development
Client presentations
Ad hoc materials
Due diligence analysis
Market updates
Industries
Investment Banking
Private Equity
Consulting
Gridlines, Inc. © 2025. All rights reserved
Boosting analyst efficiency by automating document analysis and slide creation for investment banks
Use Cases
Pitch book creation
CIM development
Client presentations
Ad hoc materials
Due diligence analysis
Market updates
Industries
Investment Banking
Private Equity
Consulting
Gridlines, Inc. © 2025. All rights reserved
Boosting analyst efficiency by automating document analysis and slide creation for investment banks
Use Cases
Pitch book creation
CIM development
Client presentations
Ad hoc materials
Due diligence analysis
Market updates
Industries
Investment Banking
Private Equity
Consulting
Gridlines, Inc. © 2025. All rights reserved