We help founders fundraise and scale operations.

Helm connects to the books you already run and shows you the numbers investors will ask about, before they ask.

Works with the tools you already use

QuickBooks
Xero
Puzzle
Google Drive
Google Meet
Excel

On top of your finances, even when you're not.

Helm consolidates your financials into one place, so the numbers behind your next decision on hiring, fundraising, or where the next dollar goes are already in front of you.

Live financial dashboard

All your data in one place. QuickBooks, Stripe, bank accounts, synced in real time.

AI CFO chat

Ask questions about your numbers and see the math behind every answer.

Fundraising support

Live data room, cap table management, and prep for investor meetings.

Ready for investor questions

The metrics a VC, your board or a PE group will ask about, already worked out.

See what each one does

Connect. Understand.
Decide. Stay ready.

Connect in minutes

Plug in QuickBooks, Stripe, your bank. Read-only.

Understand every metric

Every number in plain language, with the math behind it.

Decide and take action

Hire, raise, or hold. With the numbers behind the call in front of you.

Stay ready

Ask anytime, including the question an investor just asked you.

Built for founders who are scaling.

If this sounds like you, let's talk.

Book a demo

SaaS or marketplace, pre-seed or seed

You have traction, you're getting ready for your next round, and you need clear metrics and a story investors can follow.
Your data lives in 5 different tools

You've got QuickBooks, Stripe, and Brex or Ramp, and you're the one piecing the full picture together.
You want CFO-level guidance at your stage

You've got real decisions ahead on hiring, fundraising, and spending, and you want experienced judgment behind them.

See Helm in action.

Helm is in private beta. Book a 30-minute demo with one of the founders and we'll show you the product.