Asset ManagerRIA · CRD 317336SEC-RegisteredPrivate Fund Adviser

Updated:

Gridline

Gridline was founded by Logan Henderson, previously CEO of Salesfusion which he grew and sold to Accel-KKR, and earlier an M&A banker at SunTrust Robinson...

Gridline

Gridline was founded by Logan Henderson, previously CEO of Salesfusion which he grew and sold to Accel-KKR, and earlier an M&A banker at SunTrust Robinson Humphrey. The firm's origins trace to Henderson's observation of inefficiencies in how wealth managers access and administer alternative investments. The platform targets venture capital, buyout, and real assets — enabling advisors to build custom funds, manage SPVs, and onboard fund managers. Gridline focuses on infrastructure rather than active capital allocation, with its own AI-driven compliance and diligence tool called AltComply. The firm serves as a B2B layer for home offices, RIAs, and fund managers, not as a direct investor. Gridline is backed by institutional investors (per the firm's website) and employs a team of roughly 50 across technology, product, and operations. COO Chris Crawford previously led CAIS Advisors' fund management platform. The firm has not disclosed its own AUM or deployment totals, and appears to not raise commingled investment funds. Gridline's structural differentiator is its infrastructure-first model — it does not manage assets itself but provides the software and compliance framework for others to manage alternatives. This positions it closer to a fintech provider than a traditional fund platform, and it competes with CAIS, iCapital, and similar white-label alts administrators.

General information

Firm type

Generic

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, GA, United States

Principals

Logan Henderson

CEO

Chris Crawford

COO

Peter Bilali

Head of Product Strategy

Richard Klamrzynski

Head of Engineering and Infrastructure

Wallis Finger

Head of Legal, Risk, and Compliance

Diane Smith

Head of Distribution, Strategic Partnerships, and Revenue Strategy

Sector focus

FinTechEnterprise SoftwareVenture CapitalPrivate EquityReal Assets

Frequently asked questions

Who runs investment decisions at Gridline?

Logan Henderson, CEO, also leads the investment committee (per the firm's website). The firm's platform facilitates investments by advisors and fund managers, but Gridline does not appear to make discretionary capital allocation decisions on its own behalf.

Is Gridline structured as a single family office or does it operate more like a venture firm?

Gridline is neither. It is a technology platform for alternative investment management — not a family office, fund-of-funds, or venture firm. It does not deploy its own balance sheet into investments.

How does Gridline source proprietary deal flow?

Gridline does not source deal flow for itself. Instead, it enables third-party fund managers and advisors to list and manage their own private market offerings through its platform. The firm's value lies in the infrastructure, not in proprietary investment sourcing.

Does Gridline participate in fund commitments or only direct deals?

Gridline does not appear to participate in fund commitments or direct deals as a principal. It operates as a software and services provider, helping advisors and managers structure SPVs, custom funds, and compliance workflows.

What investment stages does Gridline typically target?

Gridline is stage-agnostic — its platform supports venture capital, buyout, and real assets across all stages. The firm itself does not target stages; rather, it enables users of its platform to invest across the lifecycle of private markets.

Which sectors does Gridline explicitly avoid?

Gridline does not disclose any excluded sectors on its website. Because it is a platform, sector exposure is determined by the fund managers and advisors using its services.

How is Gridline related to CAIS or iCapital?

Gridline competes directly with platforms like CAIS and iCapital. Notably, COO Chris Crawford previously served as COO of CAIS Advisors and led CAIS's fund management platform (per the firm's website). The firm positions itself as a modern, AI-driven alternative to those incumbents.

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