Good operational infrastructure is built on intent, not expense.
Groveline turns operational requirements into intelligence—helping allocators evaluate funds and managers demonstrate readiness. Built by someone who’s spent a decade on each side: performing ODD for institutions and building infrastructure for funds.
Whether your goal is to mitigate risk or attract capital, the outcome should be the same: a structure that stands up to scrutiny and serves the business you’re actually running.
Our Mission
We bring clarity, consistency, and practicality to the way firms build and demonstrate operational strength.
We combine allocator-grade risk frameworks with modern intelligence to help managers and investors see operational health as it truly is—evidence-based, measurable, and actionable. Groveline helps you find balance: the right controls, the right vendors, and the right effort—tailored to your firm’s unique operations and ambitions.
Two Audiences, One Framework
For Allocators
Risk assessments backed by 500+ fund meetings—evaluating hedge funds and private equity managers.
- •Evidence-backed 7-pillar framework
- •Grades traceable to artifacts and meeting notes
- •Contradictions ledger + remediation recommendations
- •Meeting analysis with deepfake checks
For Emerging Managers
Operational readiness from someone who knows what allocators will ask—and how to answer.
- •Complimentary readiness assessment
- •Gap analysis across governance, compliance, operations
- •Actionable remediation roadmap
- •Fractional COO & infrastructure support
How It Works
From documents and a recorded meeting (with consent) to an allocator-ready risk assessment.
Ingest
offering documents, DDQ, policies, financials, marketing material, SEC filings
Interview
Recorded session with consent; map representations to framework
Assess
Risk heatmap, contradictions ledger, evidence coverage
Remediate
Meeting Prep, Ops DD report + side-letter style remediation language
See the Difference
Compare two hedge fund assessments example: one with strong operations, one with critical gaps. Hover over pillar names to see examples of what drives the category grades.
Hedge Fund — Institutional
Best Practices Example
Key Findings
- Committee-driven governance
- Comprehensive compliance program
- Robust technology controls
- Strong vendor oversight
Documents
7-Pillar Assessment
Hover a pillar to see drivers
Green = Low · Amber = Medium · Red = High · Grey = Unknown/Missing
What You Get
For Allocators
- •Meeting prep notes
- •Full due diligence reports
- •Contradictions ledger
- •Side-letter style recommendations
For Managers
- •Operational readiness assessment
- •Gap analysis & remediation roadmap
- •Policy & procedure development
- •Fractional COO support
Platform Features
- •Secure document storage
- •Interactive risk heatmap
- •Evidence-backed grading
- •Exportable reports