Professional pitchbook templates designed for institutional finance. From M&A advisory to capital markets, create materials that meet the highest standards of deal-making.
Specialized IB features are in development
You can use Gridlines today for web search and research tasks. We're building a specialized investment banking version with IB-specific templates, financial charts, and valuation tools—coming soon.
Investment banking knowledge injected directly into Gridlines—so you get industry-specific outputs without starting from scratch.
M&A storylines, capital markets structures, and advisory narratives built in
Company profiles, logos, and market data pulled automatically
Native charts you can edit that match bank standards
Layouts and color palettes that meet bulge bracket expectations
M&A, capital markets, and advisory pitchbooks with situation overview, transaction rationale, and valuation summary.
Auto company logo lookup when mentioning organizations. Financial highlights, business description, and key statistics.
Trading comps tables, transaction comps, football field charts, and sensitivity tables built to institutional standards.
Run Excel tasks in the cloud—build models, analyze data, create charts—then export directly to PowerPoint presentations or download editable Excel files.
Bank-quality formatting
Layouts that meet top-tier firm standards
Automated company research
Company logos and financial data pulled automatically
Finance-specific visualizations
Native charts you can edit
Professional color palettes
JPMorgan-style dark blue themes and corporate aesthetics