Serving the industry that's outgrown its infrastructure.
Private markets have tripled in size, yet the tooling has never kept up.
As private markets mature and expand across asset classes, structures, and distribution channels, firms must support a wider range of products, liquidity demands, and investor expectations while operating on disparate systems and data sets.
iAltA Holdings founded Helm to help our clients meet the moment - replace the patchwork with a single operating platform that simplifies, scales and broadens access to new participants.
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Backed by iAltA, riding the innovation wave.
iAltA, the industry veterans with a playbook for private markets, created Helm to deliver next-generation technology and data infrastructure to the industry. Leveraging AI and building upon Delio, Verivend and Betterfront:
We deliver speed and simplicity for execution-minded investors.
We deliver enterprise-grade configurability and global distribution infrastructure.
We deliver security and functional depth to a firm’s technology architecture.
Follow the money.
Helm sits at every point of a private markets transaction.
By streamlining the investor experience across every digital and manual interaction from commitment to distribution, capital is raised and put to work faster.
FAQ
Yes. The investor-facing experience carries your brand end to end - your shelf, your communications, your look.
Across our offices in New York City, Buffalo, Cardiff, Luxembourg, and Zurich.
Yes. A comprehensive REST API covers every platform object, alongside 900+ data connections to the wider financial infrastructure stack.
The ecosystem includes Helm, Interro (payments infrastructure), Field (wealth), and Quorim (private credit), connected by a shared data layer.
The operators behind Ipreo, Envestnet, and iLevel: Scott Ganeles (former CEO of Ipreo), Bill Crager (co-founder and former CEO of Envestnet), Laurence Tosi (founder of WestCap, former CFO of Blackstone and Airbnb), and Bill Sherman (former EVP at Ipreo).
Helm is an iAltA company, combining technologies from Delio, Verivend, and Betterfront into one platform covering the full investment lifecycle.
A branded portal where LPs view positions, receive notices, complete documents, and track their relationship with your fund - instead of a static data room.
Yes. Helm supports closed-end, evergreen, feeder, and hybrid vehicles, with structuring and compliance workflows that adapt by jurisdiction.
No. Helm works alongside your administrators and normalises their data into one model, so multiple admins stop meaning multiple versions of the truth.
KYC, accreditation, and suitability checks are built into the workflow, with firm-defined rules, permissions, and a full audit trail.
Yes. The investor-facing experience carries your brand end to end - your shelf, your communications, your look.
No. Helm is tech agnostic and integrates with the systems your firm already runs, including 900+ custodian and platform connections.
You do. Your participant and product data stays yours - accessible over API, never locked in.
Yes. Helm is white-label ready - your participants operate on your brand, your product shape, and your permissions.
Helm is a private markets operating platform that helps investment firms simplify capital raising and investor workflows. Supporting a range of use cases, Helm is designed to reduce operational friction and improve the delivery of private market offerings to investors.
Yes! Helm is an iAltA Holdings private markets operating company.
Delio, Verivend and Betterfront are now part of Helm, an iAlta company. Existing Verivend and Delio clients will keep full support under this new brand.
Helm supports private equity, venture capital, real estate, and private credit across SPVs, co-investments, secondaries, drawdown funds, evergreen funds, tender-offer funds, and feeders and more. Please contact us with any particular questions you have.
Yes, Helm has experience in 18 jurisdictions globally and its footprint is expanding.