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:

  1. Source your product shelf faster
  2. Instantly answer question from Advisors and IC members
  3. 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

Manager details
  • Partner information
  • Investment Team details & Bios
  • Track Record
Fund details
  • Investment Objective 
& Strategy
  • Target Sizes/Caps
  • Industry/Sector
  • Liquidity profiles
  • Investment Periods
    Terms
  • Fees, Carry, Expenses
  • GP/LP Commitments
Portfolio details
  • 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

Portfolio optimization

Helix assists CIOs in optimizing portfolio allocations by providing insights into the performance and risk profiles of various private market investments.

Streamlined due diligence

Simplify the due diligence process with Helix’s AI capabilities, enabling quick and thorough evaluations of potential investments.

Enhanced reporting

Generate detailed and customized reports for stakeholders, providing clear insights into investment strategies and performance.

 
 
Real-time market analysis

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.