We structure the vehicle. You execute the raise.

Helm’s team of experts help you design the right vehicle structure and select the best jurisdictions for your needs. Formation, tax IDs, governance documents, and global filings all live in one place for your control.

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Formation is the first bottleneck of every raise.

Registered agents, counsel, tax authorities, and filing queues, all before you can onboard a single investor. Weeks pass, momentum stalls, and stalled deals don't close.

List of company types with document status and days since last update: Delaware LLC with 3 letters - Registered Agent (1 day ago), IRS/EIN (11 days ago); Cayman ELP with 5 letters - Registrar of ELPs (8 days ago); Luxembourg SCSp with 4 letters - Notary (9 days ago), RCS filing (16 days ago). Each item includes an envelope icon.

Time kills deals

Formation delays push back first close. Wait too long and you miss the deal, or the investor capital that was ready to commit.

Filing due notification card showing urgent Form D SEC due in 2 days, first sale on June 3, deadline on June 18. Attachments include Form_D.pdf and Offer.doc files. A sidebar lists regional deadlines: New York in 3 days, California in 12 days, Texas in 14 days, plus 3 more.

Filings you can’t afford to miss

Every jurisdiction has its own filing deadlines. Miss one and you risk delaying the close.

Flowchart showing Harbor Fund I LLC at the top with four connected boxes below labeled CRM with Name Mismatch, LP portal with Not Linked, Data room with Synced and a checkmark, and Accounting with EIN Missing.

Disconnected from the next step

The entity gets formed in one place, the raise runs somewhere else, and nothing carries over.

Formation to filing-ready, handled by our team.

Progress timeline for Marlowe Credit, ELP from Cayman showing three steps: Submitted at 9:10 AM, Filed at 11:40 AM, and Approved at 3:15 PM, with a note that formation documents will be completed within 48 hours. A popup shows entity approved with a Certificate of Formation available as Certificate.pdf.

Same-day formation

Delaware entities filed same day, formation documents inside 48 hours. Offshore and European vehicles set up without the usual back and forth.

Tax ID information for Linden Grove Fund II, LP showing EIN number 88-4412907 marked as valid, with request time at 10:02 AM and received time at 10:58 AM, and a turnaround time of 56 minutes.

Tax IDs, turned around fast

EINs in about an hour, plus the tax registrations each jurisdiction requires.

Stack of three legal documents labeled ARTICLES, CERTIFICATE, and OPERATING AGREEMENT for Birchway Capital Fund I, LLC, with a checkmark and text stating Package complete 3 of 3 documents.

The full document package

Formation certificates, operating or partnership agreements, and supporting documents. Complete and consistent.

SEC EDGAR · CIMA account details for Aldercrest Opportunity Fund, LLC, with CIK number 0002041187 and masked access code and passphrase. Filer contact is Helm Team. Status shown as ACTIVE. Checklist with green check marks indicates readiness for Form D, amendments, first close, and CIMA filing.

Regulatory access, set up

Filing access with the relevant regulators established for the new entity, ready for what comes after close.

User interface showing a draft Form D for Westmere Credit Fund, LP with state notices for New York, Texas, and Florida marked as tracked, and buttons to Approve or Comment.

Post-close filings, handled

Prepared and filed after close, with every required notice tracked. You see drafts before anything is filed.

Compliance calendar from Stonebrook Growth Partners, LLC showing a month with highlighted dates on the 2nd, 18th, and 31st. A detailed pop-up for March 18th indicates a Delaware franchise tax task that is prepared by Helm, notarized digitally, and counsel notified.

Deadlines tracked for you

We monitor the compliance calendar so you don’t have to. Everything is notarized digitally, and your counsel or co-sponsors can be added as admins on the entity.

From scope to raise, in one place.

Scope your vehicle through a short digital intake.

We prepare the paperwork. You review, sign, and notarize digitally.

Entity filed electronically and the full document package generated.

Tax IDs, registrations, and regulator access set up, with post-close filings tracked.

Your vehicle is live on Helm. Start your raise on the same platform it was formed on.

A quick call to scope the vehicle.

Vehicle scope details for Marlowe Credit II, ELP showing structure type as Co-Invest SPV, jurisdiction Cayman ELP, and manager Marlowe Capital GP. Raise section lists a $15M target, $100K minimum, about 25 accredited investors, and Reg S exemption. Terms section shows management fee of 1.5%, carry of 15%, and target close date November 30. A Vehicle intake checklist on top shows Structure, Jurisdiction, and Terms marked completed and Submitted.

We prepare the paperwork - you sign and notarize digitally.

Document titled 'Vehicle Scope Marlowe Credit II, ELP' showing three sections: Structure, Raise, Terms. Structure lists type as Co-Invest SPV, jurisdiction as Cayman ELP, manager as Marlowe Capital GP. Raise lists target $15M, minimum $100K, approximately 25 accredited investors, exemption Reg S. Terms lists management fee 1.5%, carry 15%, target close November 30. Document includes blue signature and a green stamped note saying 'Signed and Notarized'.

Entity formed same day, documents generated within 48 hours.

Vehicle scope details for Marlowe Credit II, ELP, including structure as CO-INV in Cayman jurisdiction managed by Marlowe. Raise target is $15M with a $100K minimum, approximately 25 accredited investors, and REG S exemption. Terms include a 1.5% management fee, 15% carry, and target close on November 30. A popup shows five documents named operating-agreement.pdf, subscription-agreement.pdf, ppm-fernhill-spv-i.pdf, side-letters.docx, and form-w9-pack.pdf. A green label indicates the vehicle is signed and notarized.

SEC filing access set up for the new entity.

User interface screen showing vehicle scope details for Marlowe Credit II, ELP with structure type CO-INVEST, jurisdiction Cayman, and manager Marlowe. Registry access section indicates status GRANTED with registration numbers 1842109 for CIMA Cayman and 0002094417 for EDGAR SEC. Documents section lists five generated files: operating-agreement.pdf, subscription-agreement.pdf, ppm-fernhill-spv-i.pdf, side-letters.docx, and form-w9-pack.pdf. Status badges read FORMED and SIGNED AND NOTARIZED.

Form D and blue sky filings handled after close - drafts to you before anything is filed.

Screenshot of Marlowe Capital entity details showing registry as CIMA Cayman, registration number 1842109, formed on October 14, 2026, managed by Marlowe Capital GP. Committed capital is $3.2M of $15M with 21% raised, 6 investors including 2 in review, and first close on December 15 in 14 days. A progress bar visualizes $3.2M of $15M raised. Two PDF filings named form-d.pdf and cima-registration.pdf are listed as drafts with due dates December 15 and 22 respectively. A blue button at the bottom says Review and Approve.
Vehicle scope details for Marlowe Credit II, ELP showing structure type as Co-Invest SPV, jurisdiction Cayman ELP, and manager Marlowe Capital GP. Raise section lists a $15M target, $100K minimum, about 25 accredited investors, and Reg S exemption. Terms section shows management fee of 1.5%, carry of 15%, and target close date November 30. A Vehicle intake checklist on top shows Structure, Jurisdiction, and Terms marked completed and Submitted.Document titled 'Vehicle Scope Marlowe Credit II, ELP' showing three sections: Structure, Raise, Terms. Structure lists type as Co-Invest SPV, jurisdiction as Cayman ELP, manager as Marlowe Capital GP. Raise lists target $15M, minimum $100K, approximately 25 accredited investors, exemption Reg S. Terms lists management fee 1.5%, carry 15%, target close November 30. Document includes blue signature and a green stamped note saying 'Signed and Notarized'.Vehicle scope details for Marlowe Credit II, ELP, including structure as CO-INV in Cayman jurisdiction managed by Marlowe. Raise target is $15M with a $100K minimum, approximately 25 accredited investors, and REG S exemption. Terms include a 1.5% management fee, 15% carry, and target close on November 30. A popup shows five documents named operating-agreement.pdf, subscription-agreement.pdf, ppm-fernhill-spv-i.pdf, side-letters.docx, and form-w9-pack.pdf. A green label indicates the vehicle is signed and notarized.User interface screen showing vehicle scope details for Marlowe Credit II, ELP with structure type CO-INVEST, jurisdiction Cayman, and manager Marlowe. Registry access section indicates status GRANTED with registration numbers 1842109 for CIMA Cayman and 0002094417 for EDGAR SEC. Documents section lists five generated files: operating-agreement.pdf, subscription-agreement.pdf, ppm-fernhill-spv-i.pdf, side-letters.docx, and form-w9-pack.pdf. Status badges read FORMED and SIGNED AND NOTARIZED.Screenshot of Marlowe Capital entity details showing registry as CIMA Cayman, registration number 1842109, formed on October 14, 2026, managed by Marlowe Capital GP. Committed capital is $3.2M of $15M with 21% raised, 6 investors including 2 in review, and first close on December 15 in 14 days. A progress bar visualizes $3.2M of $15M raised. Two PDF filings named form-d.pdf and cima-registration.pdf are listed as drafts with due dates December 15 and 22 respectively. A blue button at the bottom says Review and Approve.

The vehicle we form is the vehicle you run.

Structuring is the first step of the same system. The entity formed here is the one you market, onboard investors into, and report on - no re-setup, no handoff. Structure, market, onboard, report: one lifecycle on one platform.

Data Rooms & Diligence

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Onboarding and KYC

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Investor Portal & Reporting

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FAQ

What does Helm’s formation service include?

Delaware entity formation (LLCs and SPVs), EIEntity formation in Delaware, the Cayman Islands, Luxembourg, and other major fund jurisdictions. That covers tax IDs and classifications, the full governance document package, regulator registrations and access, and post-close filings such as Form D, blue sky notices, and CIMA registration. Handled start to finish by our team under power of attorney.N, the full governance document package, SEC EDGAR filing access, Form D preparation and filing, and multi-state blue sky notices - handled start to finish by our team under power of attorney.

How fast can a vehicle be formed?

For Delaware vehicles, formation is filed same day, documents are generated within 48 hours, and the EIN typically arrives in about an hour. Timelines for Cayman, Luxembourg, and other jurisdictions depend on the structure, and we set them with you at scoping.

Who files the Form D and blue sky notices?

We prepare and file them after your close, across every required state - and you review drafts before anything is submitted.

Can our counsel stay involved?

Yes. Outside parties - counsel, co-sponsors - can be added as admins on the entity, and every document is shared with you.