The AI
co-pilot for private markets.

Helix unlocks private market investing and empowers wealth advisors to navigate them with confidence.

In partnership with Hamilton Lane

Simplify the complexity

Private markets have historically been used by just a small portion of investors.

Despite increasing access, private markets face an adoption problem.

The complexity of private markets and the lack of standardization are hurdles for advisors looking to adopt this asset class in the same way institutional investors do.

Helix offers immediate, actionable, and intelligent insights.

Show me all venture capital funds currently fundraising that target technology companies.

What are the fees for the Cliffwater Corporate Lending Fund?

Compare interval fund and tender offer fund structures.

What is the median IRR for large cap buyout for the last 10 vintage years?

Show me all funds managed by Apollo.

What are the top performing funds managed by Blackstone?

Built in partnership with a leading private markets investment manager.

Experience Helix today.

Tell us about your goals, and a knowledgeable representative will prepare a demo for you.

Questions?

How can CIOs use Helix?

CIOs appreciate that Helix is uniquely positioned to address the challenges they face in managing private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers CIOs to streamline processes, enhance decision-making, and achieve superior investment outcomes — making arduous research a thing of the past.

Source your product shelf faster
Instantly answer question from Advisors and IC members
Generate investment memos
and more…

How can Asset Managers use Helix?

Helix addresses the unique challenges faced by asset managers in distributing private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers your sales team to streamline processes, build trust, and enhance overall efficiency in managing and distributing alternative investment products.

Use cases include but aren’t limited to:

Efficient fund research
Enhanced advisor support:
Streamlined due diligence
Effective client communications

How can RIAs use Helix?

Helix is designed to address the unique challenges faced by RIAs in incorporating private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers advisors to enhance their practice, provide superior client service, and achieve better investment outcomes.

Popular use cases include:

Portfolio diversification
Enhanced decision-making
Client engagement and education
Compliance management:

For more information, contact us using the form on this page.

The AI co-pilot for private markets.