Helm private markets operating platform dashboard
Clients/ Technology and Service providers

API-native infrastructure, built to power your private markets proposition.

Fund administrators, marketplaces, custodians, and service providers are being pulled into private markets, and left to serve them on systems that were never built to adapt. Helm gives you API-native, configurable infrastructure you can embed directly into your own front end, so you can build, run, and differentiate on your own terms.

Helm private markets operating platform dashboard

You can’t serve a new market on old rails.

The existing ecosystem wasn't designed for continuous subscriptions, periodic redemptions, ongoing NAV cycles, and an investor base an order of magnitude larger. Most providers are stretching legacy systems and partner patchworks to cover it. Helm is the connectivity layer that gives you the flexibility you need.

List titled Supported Structures showing Closed-End, Evergreen, SMAs, and Co-Invest/SPV all supported with check marks.

Built for a different market.

Systems designed for old workflows bend, then break, when private markets complexity hits them.

Comparison of Evergreen and Co-Invest SPV services with costs $340K/yr and $410K/yr respectively.

Partnerships break at the seams.

When integrations stitch the workflow together, every handoff is a failure point - and your client feels it, not the partner.

Diagram showing HELM in the center connected to six elements: Fund Admins, CRM, LP portal, Custodians, Accounting, and GP workspace, each represented by icons and text.

Capture the upside.

In traditional models, the data and relationships sit on someone else's bottom line. Growth in new markets should come back to you.

Helm private markets operating platform dashboard

Configure the infrastructure that serves your constituents in your way.

Whether you're running a marketplace, a fund administration operation, or a clearing and settlement network. Helm gives you the infrastructure to build exactly what your participants need.

Multi-role access

give every participant (GP, advisor, LP, ops team) their own permissioned view

White-label ready

present it as your own, fully brandable front to back

No-code configuration

stand up new workflows and structures without a dev cycle

Role-based permissions

fine-grained access control down to the individual user

API-native

built to take the front end, or embed Helm's configurable workflows into your existing tech experience

Investment Lifecycle Management

Originate

Structure

Distribute

Subscribe

Settle

Report

FAQ

Who is this for?

Fund administrators, marketplaces, custodians, aggregators, and compliance providers that want to run private markets infrastructure they configure and own.

Can we white-label Helm?

Yes. Helm is white-label ready - your participants operate on your brand, your product shape, and your permissions.

Does Helm integrate with our existing stack?

Yes. A comprehensive REST API covers every platform object, alongside 900+ data connections to the wider financial infrastructure stack.

Who owns the data?

You do. Your participant and product data stays yours - accessible over API, never locked in.