One portal for the whole relationship.

Between first look and final distribution, an investor can be handed three or four different platforms. Helm streamlines marketing, onboarding, reporting, and servicing into one continuous experience – under your brand.

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Less upkeep. More deal work.

Give investors self-service access to everything they need. Give your team back the weeks lost to spreadsheets, reports, and status emails.

Three overlapping login interface panels: light blue Northgate Capital LP Portal with email partially visible, dark blue Credit Portal with obscured email and password, and a white login panel in front showing email d.park@ashfordcap.com, a password field, and a blue Log In button.

End the login hunt

Diligence, onboarding, and reporting in one place, so investors always know where to go.

Diagram showing account details for Willow Family Trust with Tax ID partially hidden ending in 2281 and a commitment amount of $750,000, branching to three checked items: KYC, Sub Docs, and Reports.

Build a canonical record

Investor data lives in one record that powers every step. Nothing to manage, re-key, or reconcile across systems.

Relationship intelligence summary for Tom Reyes at Harborview Endowment showing total relationship value of 275 million dollars committed, capital called at 215 million dollars, and capital returned at 60 million dollars. Open opportunities listed are Evergreen Fund II with next closing on October 31, 2026, and Proto Co-Invest with closing on December 31, 2026.

Derive better intelligence

One view of every client relationship: engagement, onboarding, positions, and notices, side by side.

A central hub for your investors and operations.

A dashboard interface showing three open investment opportunities labeled Real Estate, Private Credit, and Growth, with details including 14% target IRR for Ashgrove Real Estate Fund III, 3.2x fund MOIC for Ridgeline Credit Fund II closing Friday, and $40M allocation for Pinecrest Growth SPV marked as new.

A branded, live experience

A landing page built around each investor, under your brand. New opportunities that fit their profile sit next to their full history with you: positions, documents, and every update on their exposure to your funds.

Quarterly update for Halden Infrastructure II for Q3 2026 showing NAV of $412M, net IRR of 11.4%, and distributions of $6.1M, with live records feeding to sections for capital statements with 124 investors, distribution notices dated Oct 15, investor letter via portal and email, and tax documents K-1s.

Dynamic reporting, built for your product set

Report across every strategy and structure. Roll asset-level holdings up to the fund, portfolio, and co-invest level, with look-through when an investor holds the same asset directly and through a fund.

Grid of nine labeled feature icons including Opportunity pages with branded live offerings, Data rooms for secure diligence access, Insights to see what investors read, Onboarding & KYC verified in minutes, E-signature to sign without leaving, Compliance & access with automated rules, Reporting quarterly from live data, Capital activity with notices and payments, and Investor notices sent to the right people.

One pane of glass for your team

Investor intelligence across every phase of the investment lifecycle. Run opportunities, data rooms, onboarding, reporting, capital activity, and notices from one central dashboard, and see who is engaging with what before every call.

A central widget greets Riley showing portfolio value of $1.36M with a 4.8% increase, 2 funds, 1 action, and Q3 letter payout due October 15. Surrounding it in a circular layout are six labeled icons: Offerings with a briefcase, Onboarding with a user outline, KYC/AML with a shield, Distributions with a dollar sign, Reports with a chart, and Tax docs with a document icon.

A better experience, simply

For your team, one source of truth replaces the work of managing, reconciling, and updating multiple systems. For your investors, one place to engage with you and manage their exposure to your funds.

Everything before this page feeds it.

Marketing built the interest, onboarding built the record - the portal is where both pay off, every quarter, for the life of the fund.

SPV & Fund Formation

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Data Rooms & Diligence

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Onboarding and KYC

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FAQ

Is this just a data room with a login?

No. A data room stores documents. The portal is a live experience - positions, notices, documents, e-sign, reporting - connected to everything that happened before it on the same platform.

What reporting does it cover?

Quarterly reporting, capital call notices, and distribution notices, generated from the same investor and position records the rest of the platform runs on.

Can it show data from systems outside Helm?

Yes. The platform ingests third-party data in any format, normalises it, and surfaces it inside the same investor experience.

Can we integrate it with our stack?

Yes - a comprehensive REST API across every platform object, webhooks for events, warehouse exports, CRM sync, and SFTP delivery.