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Data rooms are archaic. Give investors a storefront.
Most managers still send prospects a link to a folder tree and hope they dig out the good parts. Helm turns marketing and diligence into a modern investor experience - dynamic opportunity pages, compliant access, and visibility into every interaction.
A folder full of PDFs is not a pitch.
Folder structures bury the story. Every extra click between interest and conviction costs momentum.
Dynamic presentation
Deck, PPM, track record, and video in an organized interactive environment.
Granular control
Set access by investor, by classification, or by file. Each investor sees exactly what they're cleared to see.
Engagement analytics
See what each investor has reviewed, so every follow-up starts from what they care about.
Your platform. Your storefront.
Dynamic opportunity pages
Purpose-built landing pages that lead with the characteristics you’re proudest of - not a directory listing an investor has to excavate.
Access driven by compliance
Investor records carry classifications, and opportunity access follows compliance rules automatically. No manual permissioning - we know who an investor is and what they can see.
Investor engagement
See which investors are engaging with which materials, and where they spend their diligence time. When questions come up mid-review, investors can ask them right in the platform, and they’re routed to the right person on your team. Your team walks into every call knowing what matters to that investor.
From diligence to subscription
When an investor is ready, they subscribe from the same place they did their diligence. The workflow follows your process and your steps, with nothing re-requested along the way. No manual steps.
Diligence flows straight into onboarding.
Everything an investor does here - what they reviewed, what they confirmed, who they are - carries forward into onboarding and the life of the investment. One audit trail from first look to final close, all of it reachable over the platform’s API.
FAQ
It replaces one. A VDR stores documents behind a login; Helm presents the opportunity as a branded, dynamic experience with compliance-driven access and analytics on every interaction.
Through investor classifications on each record. Access follows compliance requirements automatically instead of being set by hand per investor, per folder.
Yes. Investor engagement data shows who is engaging with which materials, so distribution teams can prioritize and personalize follow-up.
The same platform moves them straight into onboarding - documents prepopulated from what is already known, with no re-entry and no separate tool.