Roadmap

The helm is yours.

The next features of The Helm are up for a vote. Tell us what would actually change your day-to-day: the most requested move into build first — and become what we prototype with the first funds.

Portfolio data, no more chasing

“Every quarter I spend two weeks chasing my companies for files in ten different formats. I want them to submit their own reporting pack in a set template, with reminders that go out without me.”

Data freshness

“In front of the committee I never quite trust the number: I can't tell if it's from this month or last quarter. I want to see, next to each figure, when it was last updated.”

Covenants and liquidity, seen coming

“I find out a covenant is tight at close, when it's already too late to act. I want to watch headroom and runway erode ahead of time, and be warned before the bank calls.”

Where value really comes from

“I know the multiple went up, but I couldn't tell you what's down to my thesis and what's down to the market. I want to break the return down — growth, multiple, debt, cash — to see where I actually created value.”

The three things this week

In build

“I have forty metrics and none of them tells me where to look first. I want the three situations that deserve my attention pushed to me every Monday — and why.”