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
Industries
Industries
Industries
Investment Banking: Streamlined with AI
Investment Banking: Streamlined with AI
Investment Banking: Streamlined with AI
Work on the idea rather than presentation.
Work on the idea rather than presentation.
Work on the idea rather than presentation.
The Problem
The Problem
The Problem
There is never enough time in the day.
There is never enough time in the day.
There is never enough time in the day.
But clients want precise, polished work with quick turnarounds
But clients want precise, polished work with quick turnarounds
But clients want precise, polished work with quick turnarounds
How it works
How it works
How it works
Follow these four simple steps to streamline your experience and achieve results effortlessly.
Follow these four simple steps to streamline your experience and achieve results effortlessly.
Follow these four simple steps to streamline your experience and achieve results effortlessly.
Step one
Step one
Step one
Give Gridlines past examples of slides so it can adapt to your tone and style
Give Gridlines past examples of slides so it can adapt to your tone and style
Give Gridlines past examples of slides so it can adapt to your tone and style
Step two
Step two
Step two
Submit new information (like a CIM), & Gridlines uses it to create the slide in your format
Submit new information (like a CIM), & Gridlines uses it to create the slide in your format
Submit new information (like a CIM), & Gridlines uses it to create the slide in your format
Step three
Step three
Step three
Slides are created in your company format -- identical to how an Analyst would do them
Slides are created in your company format -- identical to how an Analyst would do them
Slides are created in your company format -- identical to how an Analyst would do them
Step four
Step four
Step four
Easy auditing and traceability
Easy auditing and traceability
Easy auditing and traceability
The Solution
The Solution
The Solution
Gridlines: Like having a presentation team on demand, without the wait.
Gridlines: Like having a presentation team on demand, without the wait.
Gridlines: Like having a presentation team on demand, without the wait.
We know not all teams have dedicated presentation support, and those that do often face backups, leaving bankers to handle the work themselves or push deadlines.
We know not all teams have dedicated presentation support, and those that do often face backups, leaving bankers to handle the work themselves or push deadlines.
We know not all teams have dedicated presentation support, and those that do often face backups, leaving bankers to handle the work themselves or push deadlines.
Templatize Your Work
Templatize Your Work
Templatize Your Work
Creating detailed presentations from complex financial documents while maintaining accuracy.
Creating detailed presentations from complex financial documents while maintaining accuracy.
Creating detailed presentations from complex financial documents while maintaining accuracy.
Turn Plain Text into Visuals Instantly
Turn Plain Text into Visuals Instantly
Turn Plain Text into Visuals Instantly
Gridlines’ AI-driven system quickly processes files, such as PDFs, to build polished CIMs and presentations, reducing manual effort.
Gridlines’ AI-driven system quickly processes files, such as PDFs, to build polished CIMs and presentations, reducing manual effort.
Gridlines’ AI-driven system quickly processes files, such as PDFs, to build polished CIMs and presentations, reducing manual effort.
Iterate with Gridlines
Iterate with Gridlines
Iterate with Gridlines
Speed up the creation of client materials and free up time for client-facing tasks.
Speed up the creation of client materials and free up time for client-facing tasks.
Speed up the creation of client materials and free up time for client-facing tasks.
Use cases:
Use cases:
Use cases:
Discover how AI streamlines processes and boosts productivity in investment banking.
Discover how AI streamlines processes and boosts productivity in investment banking.
Discover how AI streamlines processes and boosts productivity in investment banking.
Pitch Book Creation
Pitch Book Creation
Pitch Book Creation
Extract financial data from reports and build comprehensive pitch books using Gridlines' AI.
Extract financial data from reports and build comprehensive pitch books using Gridlines' AI.
Extract financial data from reports and build comprehensive pitch books using Gridlines' AI.
CIM Development
CIM Development
CIM Development
Automate data input and slide formatting, reducing manual errors while preparing CIMs.
Automate data input and slide formatting, reducing manual errors while preparing CIMs.
Automate data input and slide formatting, reducing manual errors while preparing CIMs.
Client Presentations
Client Presentations
Client Presentations
Quickly adjust client-facing presentations by pulling from existing documents and reports.
Quickly adjust client-facing presentations by pulling from existing documents and reports.
Quickly adjust client-facing presentations by pulling from existing documents and reports.
Internal Materials
Internal Materials
Internal Materials
Create internal presentations and ad hoc reports faster.
Create internal presentations and ad hoc reports faster.
Create internal presentations and ad hoc reports faster.
What we hear
What we hear
What we hear
I spend over half my week building and updating slides—especially when client feedback requires multiple rounds of revisions.
I spend over half my week building and updating slides—especially when client feedback requires multiple rounds of revisions.
I spend over half my week building and updating slides—especially when client feedback requires multiple rounds of revisions.
Turn Complex Data into Stunning Presentations — Fast
Leverage AI to automate the creation of professional, client-ready presentations from complex documents in minutes.
Request a demo
Turn Complex Data into Stunning Presentations — Fast
Leverage AI to automate the creation of professional, client-ready presentations from complex documents in minutes.
Request a demo
Turn Complex Data into Stunning Presentations — Fast
Leverage AI to automate the creation of professional, client-ready presentations from complex documents in minutes.
Request a 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