Helm private markets operating platform dashboard

Clients / Asset Managers

A transaction-ready investor portal and the system of record behind it.

Q: Can Helm support evergreen funds, feeders, and hybrid structures?

Yes, Helm supports evergreen and perpetual funds with continuous subscriptions and redemptions, distribution to wealth feeders with feeder-ready onboarding and reporting, and public-private hybrid structures including interval funds and hybrid vehicles with flexible structuring and jurisdiction-aware compliance.

Q: What does the investor see?

Investors see their positions, receive notices, sign documents, and track their whole relationship with your fund in one place - under your brand, through a live, end-to-end investor experience that replaces the static data room.

Finance, Operations, and Investor Relations all run on the same platform. Helm connects capital formation, onboarding, reporting, and servicing into one system your entire firm can operate on.

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See how it works

Unifying a universe of disconnected point solutions.

Everyone who touches the fund lifecycle, in one place. It's not a CRM, and it's not a fundraising workflow tool. It's the operating system underneath both.

One platform experience for your LPs.

Rather than juggling multiple data rooms and logins, your LPs get a single, consistent experience to engage with you across the entire fund lifecycle: data room, subscriptions, onboarding, capital calls, and reporting. All in one place, under your brand.

Always-on investor portal

Single source of truth for all LP-related activity and GP operations

A truly white-labeled portal that represents your brand

Meet the next wave of demand without rebuilding your operating model.

Private markets are moving quickly toward evergreen structures, feeder funds, and hybrid vehicles. Each brings flows that drawdown infrastructure was never designed to carry: continuous subscriptions, periodic redemptions, ongoing NAV cycles, and an investor base an order of magnitude larger.

Evergreen and perpetual funds.

A private markets OMS built to process continuous subscription and redemption activity

Wealth channel distribution.

Configurable investment vehicles for the future of your private markets business.

Public-private hybrid structures.

A portal that accommodates the operational nuance of each asset class and fund structure

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FAQ

What does Helm do for asset managers?

Helm is a private markets operating platform. Managers use it to onboard investors, run subscriptions and capital calls, manage documents and e-sign, deliver a branded investor portal, and report - in one system with one audit trail.

Does Helm replace our fund administrator?

No. Helm works alongside your administrators and normalises their data into one model, so multiple admins stop meaning multiple versions of the truth.

Can Helm support evergreen funds, feeders, and hybrid structures?

Yes. Helm supports closed-end, evergreen, feeder, and hybrid vehicles, with structuring and compliance workflows that adapt by jurisdiction.

What does the investor see?

A branded portal where LPs view positions, receive notices, complete documents, and track their relationship with your fund - instead of a static data room.