AI Steering for Private Equity
Monitor. Value. Decide.
The Helm is an AI steering platform for private equity funds. Track the financial and operating performance of your funds and every portfolio company. Simulate exit scenarios and liquidity options, and read their impact at fund level. Structure your knowledge base and expert network, and run your value creation plans.
With a layer of AI throughout.
From performance to value creation.
Without a platform, steering a portfolio is steering half-blind.
Your data. The Helm structures it to better monitor, value, and decide.
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01
Connect your data
Connect your Excel spreadsheets manually, or simply plug in your ERP.
- Data-model structuring
- Offline mode
- Excel consolidation
- ERP integration
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02
Visualize performance
Financial and operating performance, fund and company, on one reconciled screen.
- Fund & portco views
- Financial + operating KPIs
- Value bridge
- Custom dashboards
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03
Simulate scenarios
Model exit scenarios and liquidity options, and read their impact at fund level.
- Exit scenarios
- Liquidity options
- Fund-level impact
- MOIC / IRR
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04
Activate AI agents
Put monitoring agents to work against your own playbooks, and ask in plain English.
- Monitoring agents
- Ask The Helm
- MCP-ready
- Playbook-driven
Enter the AI-agent era and break free from cracked spreadsheets.
Priced in a conversation, not from a grid.
The Helm is in private beta. The first funds join as Founding Partners — one licence per firm, quoted on your scope, never per seat.
- Setupyear one
- one-offon scope
- Licenceannual
- −50% while you're earlyon scope
- Seatsunlimited
- €0
- All in, per year
- Less than half an analyst
Setup and licence are quoted separately — you see both before you commit.
A handful of funds. Founding Partner pricing closes with the beta.
The Helm is the fruit of ten years alongside major Private Equity funds.
Behind The Helm, a team of ex-MBB with +10 years of expertise in PE value creation.
CHOC Partners advisory mandates - not (yet) clients of The Helm.
Get started
Steer your portfolio performance now.
Thirty minutes on your portfolio. No slides. If we are not a fit, we will say so, and quickly.