Exit timeline
Every company on its target quarter, with expected proceeds and multiple on hover.
The platform
Every number, every plan, every call — in one place.
The Helm brings the fund view and the company view together, adds the operating detail your reporting leaves out, and stops at the recommendation. Below is what the product actually does today, screen by screen.
Fund view
The whole portfolio on one screen.
Headline numbers on top, the value creation bridge in the middle, every company below. The selected tile drives the chart — pick “EBITDA” and what you see changes, not just the number at the top.
- Columns
- Show, hide and reorder them by drag and drop. Back to default in one click.
- Export
- The table leaves as CSV in one click, with exactly the columns you see.
- Scope
- Drop a company out of the calculation — tiles, bridge and charts recompute without it.
Company view
Financial and operating, side by side.
Sales and EBITDA next to NPS, on-time delivery and attrition. The indicators that explain performance should not live in another tool.
- Filters
- By department — finance, sales, marketing, operations, HR.
- Granularity
- Switch revenue and EBITDA series between annual and quarterly.
- Catalogue
- Add a tile from the catalogue: performance, equity, business plan, budget.
Value creation
The plan, down to the action and its owner.
Open an initiative and it goes all the way to the battle plan: the action, who carries it, by when, and where it stands. This is what survives the analyst leaving.
- Initiative KPIs
- Baseline, Y1 target, Y2 target — the trajectory, not just the destination.
- Quantified impact
- Revenue, EBITDA and cash per initiative, and the total across the plan.
- Drift
- Actual EBITDA against the business plan, quarter by quarter.
Where to spend the quarter
Four dimensions, one chart.
Time left before exit, EBITDA still to be earned, capital committed and multiple achieved — read together instead of in four separate reports.
- Axes
- Quarters to exit across, EBITDA still to deliver up.
- Bubbles
- Size is committed equity, colour is Gross MoC.
- Reading it
- A lot to do, little time left: the bottom-right quadrant is the committee agenda.
Agents
Watches that run without being asked.
Margin, working capital, pricing, buy-and-build, exit readiness, cash. Each agent is tied to the firm’s playbooks and surfaces the gaps that deserve a decision.
- Trigger
- Every agent states its thesis — the threshold that makes it speak.
- Priority queue
- Findings ranked by estimated € impact, each with its status.
- Traceability
- Companies covered, active alerts, last run and source playbooks, all on screen.
Ask The Helm
Ask in plain English, get a number back.
A question in your own words, an answer that cites the portfolio and stops at the recommendation. The tool arms the call. It does not make it.
- Decision cards
- Situation, fund-level read, the operate-or-exit fork, recommendation.
- Actions
- The button drafts on screen. Nothing is sent, ever, in your name.
- Offline
- A deterministic engine takes over with no connection — the demo runs with wifi off.
Also in the product
And the rest of the day-to-day.
DPI, promised against delivered
Distributions realised and projected, against the initial business plan.
Liquidity signals
Leverage, undrawn RCF, maturity, cost of debt, covenant headroom, cash runway — scored automatically.
Network and playbooks
The operating partners you can mobilise and the firm’s own methods, filterable.
Security & sovereignty
A sovereign platform, built in France.
Portfolio data is among the most sensitive a firm holds. The Helm is French software, hosted in the EU, designed so that data never leaves your control.
EU hosting — no transfer outside the EU
Hosted in the European Union, or on your own servers if your policy requires it. Your numbers never cross the Atlantic.
Offline by design
The app makes no outside calls when it runs. The demo runs with wifi off.
A French vendor, under European law
French company, GDPR by construction, one accountable counterpart — not a support queue on another continent.
Ready for your IT's review
SSO, role-based access, audit log — scoped with your IT and documented for your third-party risk review.
Tailoring
No two funds create value the same way.
The Helm is run by former MBB consultants. Beyond the software, we work on the analysis itself so it fits your thesis and your craft — rather than fitting you into someone else’s standard.
The analysis
Your angles on capital allocation, your bridges, your exit scenarios.
The KPIs
Your operating indicators, your definitions, your calculation conventions.
The views
The screens and tables that actually matter to your committees.
Extra modules
A block built for your thesis — buy-and-build, carve-out, ESG, debt.
Every piece of work is scoped with you before anything is built.