Full-Time
Director of Marketing
Updated on 9/3/2026
Gridline
51-200 employees
Provides access to private alternative investments
Compensation Overview
$150k - $175k/yr
Atlanta, GA, USA
Hybrid
Hybrid role based in Atlanta, Georgia.
 Growth & Marketing (1) |
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- At least 7 years of marketing experience, including at least 5 years specifically in Product Marketing within B2B SaaS.
- Mastery of technical writing and sales enablement.
- Proficiency in using a major customer relationship management system.
- Proficiency in using artificial intelligence tools such as Gemini and Claude to scale creative and research workflows.
- Based in Atlanta, Georgia, in a hybrid work arrangement.
- Implement workflows to accelerate the production of high-caliber thought leadership, white papers, and case studies while maintaining institutional-grade accuracy.
- Own the core messaging frameworks for the platform and ensure a distinct and defensible brand voice across all target segments.
- Build sales collateral, including pitch decks, one-pagers, and microsites, to empower sales teams to close complex enterprise deals.
- Partner with Product and Sales teams to manage the go-to-market strategy for new features, ensuring clear value articulation and market readiness.
- Oversee the digital presence and external communications, ensuring consistent, high-standard execution across all marketing channels.
- Leverage artificial intelligence tools for competitive intelligence, market research, automations, and search engine optimization.
- Work cross-functionally with Revenue Operations and Sales to define the company's market perception, brand voice, positioning, and content strategy.
- Experience in fintech or wealthtech.
Gridline.co is an investment platform that gives private investors access to alternative markets such as venture capital, private equity, private credit, and real assets that are usually reserved for institutions. It provides curated, high-quality opportunities through top-tier fund managers, aiming to offer higher return potential, broader diversification, and lower volatility compared with traditional public assets. The platform earns fees on investments placed through it, creating revenue from a fee-based model. By vetting and curating opportunities, Gridline.co differentiates itself from typical platforms by acting as a gatekeeper and advisor, simplifying access to sophisticated investments for individual investors. Its goal is to democratize the private market landscape, enabling private investors to diversify their portfolios beyond stocks and bonds with professional oversight.
Company Size
51-200
Company Stage
Series A
Total Funding
$27.5M
Headquarters
Atlanta, Georgia
Founded
2020
Get referred to Gridline
See people who can refer or advise you
Simplify's Take
What believers are saying
- FINTOP-led January 2026 Series A raised $18.5 million, funding AltComply and expansion.
- June 2026 Hamilton Lane integration gives advisors institutional benchmarking missing from spreadsheets.
- AltComply saves ten-plus hours per fund, a compelling ROI for RIAs.
What critics are saying
- CAIS, iCapital, and Addepar can bundle alternatives workflows before Gridline scales nationally.
- A compliance failure in AltComply would destroy trust and choke distribution within quarters.
- 400-client concentration makes any large RIA churn hurt revenue immediately in 2027.
What makes Gridline unique
- AltComply links Hamilton Lane data with source documents, creating audit-ready private-markets diligence.
- Gridline unifies diligence, execution, administration, and reporting on one proprietary ledger.
- By January 2026, 400+ wealth firms used Gridline’s white-labeled alternatives infrastructure.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Remote Work Options
Hybrid Work Options
Company Equity
Growth & Insights and Company News
6 month growth
↓ -2%1 year growth
↓ -3%2 year growth
↓ -5%Gridline boosts AltComply with Hamilton Lane benchmarking. June 23, 2026 Gridline, a turnkey private markets platform for wealth management firms, has announced a strategic partnership and technology integration with Hamilton Lane, a global private markets investment manager, to add institutional-grade benchmarking capabilities to its AI-powered diligence product, AltComply. The integration draws on Hamilton Lane's proprietary private markets data, which provides one of the most comprehensive and current views of the asset class. Through the partnership, AltComply now features a dedicated benchmarking engine that allows wealth managers, investment teams and compliance organisations to compare fund managers against relevant peer groups and vintage-year cohorts, access historical performance context and reach more informed due diligence conclusions. AltComply, which launched in March 2026, is designed to help registered investment advisers (RIAs), multi-family offices and private banks conduct private markets diligence at scale without compromising on analytical rigour, regulatory defensibility or speed. By embedding Hamilton Lane's fund-level benchmarking directly into AltComply's AI-powered workflow, investment teams can continuously track and refresh manager performance data whilst gaining richer insight into how a given manager compares to its peers. For compliance functions, the integration creates a centralised private markets investment repository that supports process standardisation, reduced regulatory risk and repeatable diligence at scale. According to Gridline's own analysis, the result is a more efficient and centralised process, saving firms an average of ten hours per fund evaluated through the platform. Gridline is a turnkey, end-to-end platform built specifically for structuring, launching and managing private market strategies with institutional rigour. The company serves RIAs, multi-family offices and private banks, helping them differentiate their offerings through white-labelled private market investment programmes. Built on a proprietary ledger, the platform consolidates diligence, execution, administration and reporting into a single system, replacing the patchwork of manual tools and workflows that many advisory firms continue to rely on. Gridline chief product officer & co-founder Peter Bilali said, "One of the most important steps in institutional-quality due diligence is understanding how a fund manager's performance compares against relevant peers over time. "Without that context, investors are often flying blind when evaluating managers. AltComply's new capabilities help close the gap and enable investment teams to scale investment diligence while preserving judgment and maintaining a defensible audit trail." Hamilton Lane head of technology solutions Griff Norville said, "Partnering with Gridline allows us to seamlessly integrate our private markets benchmarking capabilities into advisors' existing workflows, further advancing our goal of providing clients with the information they need to make strategic investment decisions. "By combining cutting-edge technology with differentiated private markets data, wealth managers and investment teams are better equipped to build more sophisticated portfolios and deliver solutions their clients can trust." Enjoying the stories? Investors. The following investor(s) were tagged in this article.
Trace Baker returns to Mountaingate Capital as Vice President. DENVER, Colo., June 4, 2026 - Mountaingate Capital ("Mountaingate"), a Denver-based private equity firm that employs a buy-and-build strategy to support lower middle market companies with significant growth potential and engaged leadership teams, is pleased to announce that Trace Baker has rejoined the firm as Vice President. Trace brings a strong foundation of experience across private equity, corporate finance, investment banking, and rapidly scaling companies from an operating role. Before rejoining Mountaingate, Trace led finance and corporate development at Gridline, a venture-backed fintech platform providing wealth managers with private market investment solutions. Prior to Gridline, Trace was an Associate at Mountaingate and began his career as an investment banker with Harris Williams, where he worked in the transportation and logistics group. Trace holds a B.S. in Business Administration with a concentration in Finance and a double major in Leadership Studies from the University of Richmond. "We are thrilled to welcome Trace back to Mountaingate. After completing the Associate program at Mountaingate, Trace joined Gridline, a high-growth fintech platform, in an operational leadership role where he spent the past four years helping navigate the company's rapid expansion. That experience gives him an invaluable perspective in relating to and supporting our portfolio company executives who wrestle with similar challenges. We look forward to the impact Trace will have as an important part of our team," said Bennett Thompson, Managing Director. About Mountaingate Capital Mountaingate Capital is a Colorado-based private equity firm that specializes in partnering with founders and entrepreneurial companies to accelerate growth and build industry leaders. Mountaingate's focus on organic growth, coupled with its customer-centric buy-and-build approach for add-on acquisitions, and shared equity ownership with management, creates more value for the end customer, while forging stronger, more collaborative, and more successful investment partnerships with management teams. With over $1.4 billion of assets under management, Mountaingate targets investments in marketing services, business services, specialty manufacturing and distribution. For more information on Mountaingate, please visit www.mountaingate.com.
Gridline, an alternative investment tech platform, has appointed Chris Crawford as its first chief operating officer. Crawford joins from CAIS, where he spent six years as managing director of its fund management platform and COO of CAIS Advisors. The appointment follows Gridline's $18.5 million Series A funding round earlier this year, led by FINTOP, bringing total funding to $27.5 million. Crawford will oversee platform operations, infrastructure scaling, and lead expansion into the Northeast. Founded in 2022, Gridline provides wealth management firms with integrated tools for building and managing alternative investment programmes. The platform serves over 400 firms and is developing new capabilities including a liquidity and credit marketplace. Crawford will also oversee AltComply, the company's AI-powered due diligence tool that automates document analysis for private investments.
Gridline launches AltComply to bring defensible AI to private markets diligence. AltComply gives RIAs the infrastructure needed to scale diligence and preserve investment judgment across teams, time, and scrutiny, while eliminating 10+ hours of diligence work per investment. ATLANTA-(BUSINESS WIRE)-Gridline, the end-to-end purpose-built platform for private market investing in the wealth management, today announced the launch of AltComply, its AI-powered diligence suite designed to help Registered Investment Advisors (RIAs) scale private markets diligence without sacrificing judgment, defensibility, or speed. "The prevailing narrative around AI has largely focused on speed and efficiency," said Peter Bilali, Gridline's Co-founder and Chief Product Officer. "But the next phase of adoption will be defined by trust." Share Unlike general-purpose AI tools or point solutions focused on a single step in the workflow, AltComply is designed to create a persistent diligence record that connects risk analysis, memo generation, and review tracking in one system. AltComply turns private fund documents, including pitch decks, Limited Partnership Agreements (LPAs,) and Private Placement Memorandums (PPMs,) into a structured record linked to original source materials. It generates IC memos in minutes, surfaces red flags, and tracks review status in a centralized system, resulting in faster evaluation and a defensible, repeatable process, enabling teams to evaluate significantly more fund opportunities and surface stronger investments. Based on beta user feedback, AltComply eliminates more than 10 hours of manual diligence work per investment, allowing teams to reallocate time toward higher-value analysis and a broader opportunity set, while maintaining a persistent diligence record across teams and over time. "I'm the one primarily putting together memos and executive reports, and AltComply would save me hours on every investment," noted Johnny Gibson, CFA, CMT, Chief Investment Officer and Executive Managing Director, Haven Private, a Florida-based RIA. "The output is more in depth than what I would normally produce on my own. But the real benefit goes beyond speed. It creates documentation that becomes part of our ongoing process, not just a one-time output." As private markets become mainstream within wealth management, advisory firms are managing rising fund opportunity flow alongside higher expectations for documentation and oversight. According to Advisor 360's 2026 Connected Wealth Report, only 23% of advisors say they are confident their current AI tools meet compliance standards. As firms scale private markets exposure, they need efficient diligence systems that withstand audit. AltComply creates a centralized, source-linked system of record for private markets diligence. It preserves investment rationale in a format that can withstand internal review, regulatory scrutiny, and client examination long after a fund is approved. "The prevailing narrative around AI has largely focused on speed and efficiency," said Peter Bilali, Gridline's Co-founder and Chief Product Officer. "But the next phase of adoption will be defined by trust. Advisors need systems they can stand behind in front of clients and regulators. AltComply is built to preserve records, transparency, and accountability in every investment decision." AltComply is available as a standalone compliance suite or as part of the broader Gridline platform. To learn more about AltComply, visit: gridline.co/altcomply-overview/ About Gridline Gridline is a turnkey, end-to-end platform purpose-built for private market investing in the wealth channel. The company works with Registered Investment Advisers (RIAs), multi-family offices, and private banks to help them manage and scale private market investment programs with institutional rigor. By rebuilding private markets infrastructure from the ground up on a proprietary ledger, Gridline replaces fragmented tools and manual workflows with a single, integrated platform spanning diligence, execution, administration, and reporting. The result is greater consistency, transparency, and control, making it easier for advisory firms to scale alternatives as a core part of their business. For more information, visit gridline.co. Contacts. Media Contacts: Aleighjean Traver-Williams Head of Marketing [email protected]
Gridline raises $18.5M in Series A funding. Gridline, an Atlanta, GA-based provider of a platform for private market investing in the wealth channel, raised $18.5M in Series a funding. The company intends to use the funds to support continued innovation across its platform, beginning with AltComply, which automates document ingestion, standardizes analysis, and surfaces key risks to help firms evaluate private investments. Gridline provides advisory firms with a centralized platform that supports the full private markets operating lifecycle, replacing spreadsheets, PDFs, and disconnected portals with a single system for investment diligence, onboarding, execution, oversight, and reporting. This solution helps firms reduce manual effort, mitigate operational risk, and scale private market offerings.