Streamlining private market distribution.
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.
Private Markets Fund research can be a time consuming process...
Sorting through thousands of available funds across disparate data sources to source new opportunities
Researching new managers or funds across PPMs and tedious offering documents
Generating reports and answering questions for advisors, clients and Investment Committees
...but it doesn't have to be
Helix, the first-ever AI co-pilot designed specifically for private markets, revolutionizes how asset managers distribute alternative investment products.
Developed through a joint venture between TIFIN and Hamilton Lane, Helix simplifies the complexities of private market investments, enabling asset managers to grow their assets under management (AUM) more efficiently.
Conduct analysis on funds in our database, or add your own
- Partner information
- Investment Team details & Bios
- Track Record
- Investment Objective & Strategy
- Target Sizes/Caps
- Industry/Sector
- Liquidity profiles
- Investment Periods
- Terms
- Fees, Carry, Expenses
- GP/LP Commitments
- Holding period
- Investment exposures
- Investment Targets
Features
Fund information accessibility
Easily access detailed information about funds, including offering documents, sales materials, and structured data, through Helix’s AI layer.
Custom document upload
Upload your fund’s PPMs and marketing documents, allowing Helix to overlay its AI capabilities for quick data extraction and analysis.
Real-time query responses
Answer inbound questions from advisors about funds or private markets instantly using Helix’s natural language interface.
Customized communication
Generate customized emails and communications, helping your sales team effectively engage with advisors and clients.
Overlay Helix’s AI capabilities onto any fund PPM
Custom document upload functionality makes it easy to overlay Helix’s AI capabilities onto any fund PPM or marketing document.
Upload your PPMs and other fund marketing documents into Helix and get answers to your questions, generate investment reports, and run due diligence questionnaires seamlessly.
Key benefits
Real-time information
Equip your sales team with the necessary information in real-time, reducing delays and enhancing decision-making.
Enhanced client trust
Build stronger relationships with advisors and their clients by providing accurate and timely information about private market investments.
Streamlined processes
Remove frictions from the sales process with automated data extraction and customized communication tools.
Use cases for Asset Managers
How it works
Helix identifies the user intent behind each query, routing it to the appropriate intelligence engine for further interpretation.
The identified intent is mapped to the relevant data and insights, ensuring accurate and targeted responses.
Helix generates responses based on real-time data and analytical research, providing advisors with actionable insights and recommendations.
Discover how Helix can transform your asset management strategy.
Contact us for a demo or more information.