Elevate your practice with intelligent private markets solutions.
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.
Selecting alternative investments can be a complex process...
Locating and sorting through available or approved funds across disparate data sources to source new deals
Researching new managers or funds across PPMs and tedious offering documents
Generating memos and answering questions about Alts for clients
...but it doesn't have to be
Helix, a cutting-edge AI assistant developed through a joint venture between TIFIN and Hamilton Lane, revolutionizes how Registered Investment Advisors (RIAs) incorporate private market investments into client portfolios.
Helix simplifies the complexities of private markets investing, empowering advisors to confidently offer diverse investment opportunities to their clients.
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
Intelligent engine
Powered by domain-specific data analytics, proprietary information, and TIFIN’s IP framework, Helix delivers actionable insights and personalized recommendations.
Real-time data integration
Helix integrates real-time data into text responses and analytical research, ensuring advisors always have up-to-date information.
Expert workflows
From investment memos to manager diligence, Helix provides templates and capabilities to streamline complex documentation processes.
Private markets knowledge base
A vast repository of information covering a wide array of topics related to alternative investments, supporting both education and strategic decision-making.
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.
Identify investment opportunities faster
Data-driven insights
Helix provides access to premium, exclusive data from Hamilton Lane and other top data providers, ensuring advisors have the most comprehensive and accurate information available.
Enhanced decision making
Utilizing advanced Generative AI tools, Helix streamlines complex workflows, enabling advisors to conduct thorough research and analysis quickly and efficiently.
Personalized and compliant
Helix’s intelligent engine tailors recommendations and insights to each advisor’s unique needs, while integrating compliance at every step to ensure adherence to regulatory standards.
Use cases for RIAs
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 practice.
Contact us for a demo or more information.