Optimizing private market investment strategies and workflows.
Helix is designed to address the unique challenges faced by investment teams when researching private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers due diligence teams to streamline fund identification, due diligence, and report generation to arrive at data-driven decisions faster.
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 by HL is the world’s first natural language, generative AI co-pilot designed specifically for Private Markets, making arduous research a thing of the past.
With Helix, you can:
- Source your product shelf faster
- Instantly answer question from Advisors and IC members
- Generate investment memos
Helix, the pioneering AI co-pilot for private markets, is designed to empower Chief Investment Officers (CIOs) by simplifying and enhancing the management of private market investments.
Developed through a joint venture between TIFIN and Hamilton Lane, Helix integrates advanced AI technology with exclusive data, providing CIOs with the tools needed to optimize investment strategies and drive superior performance.
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
Real-time fund information
Instantly access detailed information about funds, including offering documents, sales materials, and structured data, through Helix’s AI-powered platform.
Intelligent query responses
Get real-time answers to complex questions about funds and private market investments using Helix’s natural language processing capabilities.
Custom document upload
Upload and analyze your fund’s PPMs and marketing documents, allowing Helix to extract and summarize key information quickly and accurately.
Tailored communications
Generate customized emails and reports to communicate effectively with stakeholders and investment teams.
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.
Source and manage your product shelf faster with Helix
Strategic insights
Access data-driven insights that inform and enhance your investment strategies.
Efficient due diligence
Streamline the due diligence process, reducing the time and effort required to evaluate investment opportunities.
Enhanced decision making
Utilize Helix’s AI capabilities to make more informed and strategic investment decisions.
Comprehensive data integration
Leverage Hamilton Lane’s premium data alongside your proprietary data for a holistic view of the market.
Use cases for CIOs
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 investment.
Contact us for a demo or more information.