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No more manually typing in numbers and text. No more re-creation of charts and tables. No more wasted time
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Quickly check your work by asking questions about your files and documents.
All seamlessly integrated into Powerpoint and Excel
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Don’t re-create the wheel. Leverage our AI Agents to complete the most tedious tasks. Check work quickly with page-specific citations
10x+
productivity lift for many tasks
90%
of financial analysts’ workflows covered
<30 secs
to create slides and cut data
Create a deal screen for
@ProjectMaverickCIM
Chat
Sources
Reading @ProjectVortexCIM and filling out your spreadsheet
Now writing...
Writing business overview summary, key metrics...
Writing market / strategic position...
Writing investment thesis...
Writing key questions / considerations...
Filling out financial summary and inserting citations...
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
Let our AI agents help you “pls fix”
What our clients are saying...
At Gridlines, we are helping financial institutions transform their outdated workflows by integrating our AI agents that are purpose built for the job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)
Much of what we are building would not even have been possible a few years ago.“
“
Agents built into Excel & Powerpoint
Gridlines doesn’t just analyze - it connects your files, tracks sources and offers instant auditing
Backed by leading investors
Excel
Apple Inc.
A
B
C
D
E
F
G
H
I
J
K
CONSOLIDATED STATEMENTS OF OPERATIONS
(In millions, except per-share amounts
2024
2023
2022
294,866
298,085
316,199
96,169
85,200
78,129
391,035
383,285
394,328
185,233
189,282
201,471
25,119
24,855
22,075
210,352
214,137
223,546
180,683
169,148
170,782
31,370
29,915
26,251
26,097
24,932
25,094
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
Net sales:
Products
Services
Total net sales
Cost of sales:
Products
Services
Total cost of sales
Gross margin
Operating expenses:
Research and development
Selling, general and administrative
Chat
Files
Settings
Excel
Autorun: ON
I’ll extract the income statement from the Apple 10-K filing for you. Let me search for the consolidated statements of operations (income statement) in the document.
I found the Apple 10-K document. Let me search for the consolidated statements of operations (income statement) data and then extract it to your Excel worksheet starting at cell A1.
I found Apple’s Consolidated Statements of Operations (Income Statement) from their 10-K filing. I’ll extract the key financial data and create a properly formatted income statement in Excel starting at cell A1 since the current selection appears to be empty.
I’ll continue completing the Apple income statement by adding the remaining financial data to complete the full statement.
Got content from files for “consolidated statements of operations income statement fiscal year 2024 2023 2022 net sales cost of sales gross profit”
Got content from files for “consolidated statements of operations income statement fiscal year 2024 2023 2022 net sales cost of sales gross profit”
Successfully wrote 100 cells to range A1:E20 in “Sheet1” (exact range)
Gridlines
Type @ for documents
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We offer software as a service and work closely with you to customize it for your firm's unique needs
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Processing
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14pt
Title
Font
Arial
Color
Primary
#0D99EE
Secondary
#FFED77
Your brand, built-in
Set your company's fonts, colors and templates - get polished, branded outputs every time without manual formatting
Edit chart
Convert to bullets
Convert to bullets
Edit table
Add summary
Add summary
Web search
Output data
Add data labels
Update data
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Ask Gridlines to create charts and tables, add additional content or edit alongside you directly in PowerPoint
Build your own slide library
Save frequently used slides - company overview, investment thesis, EBITDA adjustments - and drop them into any deck instantly
Lender Materials
Customer Data
CIMs
Deal Analysis
PowerPoint
1
Gridlines
Save to Library
General Templates
(20)
Click to add notes
No more moving pixels around
Professional slides using your firm’s custom branding and your precedent materials
Hey Gridlines add @DeerpathTS to my lender grid
Fill out the template. Use my files from @LenderMaterials
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Fill out your own Excel templates through conversation
Lender Materials
AntaresTS.pdf
Ares - Indicative Terms.docx
Carlyle - Term Sheet v2.pdf
Deerpath - Term Sheet.pdf
Upload any file or folders
No need to switch browsers or download files
Citations you can click through instantly
Easily click through each part of the answer to check the response
20 sources found
Chat
Sources
Files
4.50x ($450 [1] / $100)
B10
S+550
B11
S+550
AutoSave
Book1
Search (Cmd + Ctrl + U)
Paste
Aptos Narrow (body)
12
General
Conditional Formatting
Format as Table
Cell Styles
Insert
Delete
Format
Sort & Filter
Find & Select
Add-ins
A1
A
B
C
D
E
F
G
H
I
J
L
M
N
1
Project Maverick Lender Grid
2
($ in millions)
3
4
5
Lender name
Antares
Ares
Carlyle
Deepath
6
Total Debt
$600
$500
$600
$600
7
Total Leverage
6.00x
5.00x
6.00x
6.00x
8
Structure
1L / 2L
Unitranche
1L / 2L
1L / 2L
9
10
1L Size
4.50x
5.00x
4.25x
4.00x
11
1L Rate
S+550
S+650
S+525
S+525
12
13
2L Size
1.50x
NA
1.75x
2.00x
14
2L Size
S+750
NA
S+725
S+700
15
Sheet1
Ready
Accessibility: Good to go
150%
Gridlines
AntaresTS.pdf
1
/ 1
-
100%
+
Excel
Chat
Files
Settings
Excel
Autorun: ON
Maverick MergerCorp
Senior Secured
1st lien on all assets and stock of the U.S. Borrower and its wholly-owned U.S. subsidiaries
USD
$450 million
July 18, 2029
S+550
1.00%
99.5
101 soft call for 12 months
Borrower
Ranking
Security
Currency
Facility Size
Maturity
Indicative Rate
SOFR Floor
OID
Prepayment Premium
Indicative Terms (1L / 2L Option)
Real workflows, completed in minutes
Answer diligence questions, compare deal terms, or analyze financial metrics
Curated,
Next-Gen AI
For Financial Institutions
get started
Gridlines is a force multiplier
A full team of associates at your command
10x+
productivity lift for many tasks
90%
of financial analysts’ workflows covered
<30 secs
to create slides and cut data
Type @ for documents
Chat
Files
Settings
Excel
Autorun: ON
I’ll extract the income statement from the Apple 10-K filing for you. Let me search for the consolidated statements of operations (income statement) in the document.
I found the Apple 10-K document. Let me search for the consolidated statements of operations (income statement) data and then extract it to your Excel worksheet starting at cell A1.
I found Apple’s Consolidated Statements of Operations (Income Statement) from their 10-K filing. I’ll extract the key financial data and create a properly formatted income statement in Excel starting at cell A1 since the current selection appears to be empty.
I’ll continue completing the Apple income statement by adding the remaining financial data to complete the full statement.
Got content from files for “consolidated statements of operations income statement fiscal year 2024 2023 2022 net sales cost of sales gross profit”
Got content from files for “consolidated statements of operations income statement fiscal year 2024 2023 2022 net sales cost of sales gross profit”
Successfully wrote 100 cells to range A1:E20 in “Sheet1” (exact range)
Gridlines
Agents built into Excel & Powerpoint
Gridlines doesn’t just analyze - it connects your files, tracks sources and offers instant auditing
get started
Let our AI agents help you “pls fix”
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)
Boosting analyst efficiency by automating document analysis and slide creation for investment banks
Boosting analyst efficiency by automating document analysis and slide creation for investment banks