The HelmBeta
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Steer your portfolio.

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.

Book a demo → Contact us

From performance to value creation.

The Helm · Performance

Without a platform, steering a portfolio is steering half-blind.

Board.xlsxEBITDA€12.4m1 Re: Q3EBITDA€11.1m2 CFO.pdfEBITDA€13.0m3 ≠one truth?
EXIT CALLSell nowor hold 18m? Scenario AIRR?DPI?1 Scenario BIRR?2 ?
VALUE CREATION PLAN??? OPERATING KPIs?1 BP DRIFT?2
Pricing study€48,0001Pricing study€48,0002 ×2 same learning, bought twice

Your data. The Helm structures it to better monitor, value, and decide.

  1. 01

    Connect your data

    Connect your Excel spreadsheets manually, or simply plug in your ERP.

    • Data-model structuring
    • Offline mode
    • Excel consolidation
    • ERP integration
  2. 02

    Visualize performance

    Financial and operating performance, fund and company, on one reconciled screen.

    • Fund & portco views
    • Financial + operating KPIs
    • Value bridge
    • Custom dashboards
  3. 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
  4. 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.

You're early. Licence is −50%.

Beta · licence −50%

The Helm is in private beta: the first funds join at founder pricing — licence at −50% — in exchange for their feedback. The quote is then shaped around your scope, never a per-seat count.

One-off setup applies in year one, quoted separately.

Always less than half an FTE. Where an analyst spends their quarters reconciling spreadsheets by hand, the platform does it — for a fraction of that time, and without leaving when they leave.

Apply for founder pricing →

What shapes your quote

  • The size of your portfolio — the number of holdings you track.
  • Your IT requirements — SSO, dedicated hosting, integrations to your systems.
  • Your rights & governance — role-based views, RBAC, audit log.
  • Unlimited seats — the whole team on one truth.

The Helm is the fruit of ten years alongside major Private Equity funds.

Behind The Helm, a team of ex-MBB who spent ten years supporting funds on their value-creation challenges. The platform is that work, industrialised.

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.

Book a demo → Contact