For Founders
You raised capital for your company.
Who's managing yours?
Building a company is a full-time obsession. Helm monitors your personal portfolio so your finances don't become the thing that falls through the cracks.
The Founder Problem
Equity events, SAFEs, and angel investments tracked in a messy spreadsheet nobody maintains
No time to actively manage personal finances when you are running a company 80 hours a week
Missing earnings surprises, dividend changes, and analyst downgrades on positions you hold
Advisor wants 1% AUM but gives generic quarterly reports you could generate yourself
Helm Does the Work
Daily Brief
Every morning, Helm delivers a concise briefing: what moved in your portfolio, macro signals, and actions to consider. Read it in 2 minutes over coffee.
AI Stock Analysis
Deep analysis for 500+ tickers with bull/bear cases, valuation metrics, and opinionated verdicts. Due diligence in seconds, not hours.
Automated Monitoring
Helm watches your holdings 24/7. Concentration drift, earnings surprises, unusual volume -- you get notified only when it matters.
Actions Inbox
Prioritized list of things you should consider doing with your portfolio. Tax-loss harvesting windows, rebalancing triggers, dividend reinvestment opportunities.
“As a founder, I needed something that would just tell me what matters in my portfolio this week without me having to dig. Helm is exactly that.”
-- Built for founders who ship fast and delegate everything else
Your company has a dashboard. Your money should too.
Free tier includes portfolio sync, daily briefs, and AI analysis. Set up in under 3 minutes.
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