The product

One platform for the raise and the business behind it.

Helm reads your ledger and puts the numbers you run the company on beside the numbers investors will ask about. Visualize and Plan are in private beta now. Ask and Prepare are next.

Run the company
Visualize Private beta

Financial health in real time, on one screen

Growth, runway, retention, CAC and cash, read off your own ledger rather than a spreadsheet someone rebuilt last quarter. Five comparison bases from a single close, with the variance already worked out.

  • Month, quarter, year to date, year on year, half on half
  • Cohort retention, NRR and months to payback
  • Rows expand to the individual cost line
Board pack template · the slides investors expect Free →
app.helmcfo.com/dashboard
Helm Executive Summary dashboard with growth, runway, vitals, retention, CAC and cash cards, on demo data.
Plan Private beta

Move a driver, watch twelve months redraw

Anchored on your last actual month, not a blank sheet. Drag a cost per order or a take rate and the forecast, the cash trajectory and the month you turn profitable all move while your finger is still on the slider.

  • Anchored on your last actual month
  • Budget variance beside the forecast
  • Save a scenario and share it as a link
13-week cash flow model · already wired Free →
app.helmcfo.com/plan
Helm Plan view with growth drivers such as current MRR, monthly growth and churn beside a monthly P&L forecast, on demo data.
Get ready for the round
Ask Coming soon

Ask anything, and see the arithmetic

Answers read straight off your own ledger. Every answer cites the metric behind it and shows the working, so you can check it before you repeat it to a board.

  • Cites the source row behind every figure
  • Shows its arithmetic, not just the answer
  • Built for the questions investors ask
Hire Readiness Check · can the next hire pay for itself Free →
app.helmcfo.com/ask
The Helm CFO chat answering "What's my runway?" with 14.2 months, showing the cash and net burn figures it divided and a verified badge citing 11 sources.
Prepare In build

Walk into the raise prepared

Data room and investor updates on one tab, with the cap table and the dilution maths sitting beside them. Share the deck behind an NDA and see who read it, for how long, and which page they stalled on.

  • A data room that stays current with your books
  • Cap table, share classes and an exit waterfall
  • Page-by-page engagement on everything you share
Raise-Ready Check · what diligence will ask for Free →
app.helmcfo.com/fundraising
Helm cap table view showing security class mix, capital raised by round, and a stakeholder register with ownership percentages.
app.helmcfo.com/fundraising/pipeline
Helm investor pipeline with target raise, soft-circled amount and a funnel of investors by stage, on demo data.
Underneath all four
Single source of truth

Every figure traces to a source row

When a join breaks, Helm tells you before the board does. Nothing is estimated, and a gap is left blank with a reason rather than filled with a guess.

  • Tie-out ledger showing every join
  • Sync every four hours, or on demand
  • Blank with a reason, never a guessed number

See it with your financial data

Ten minutes from connection to first report. Book a demo and we'll walk you through it.

Book a demo