Helm Information

An iAltA company. Helm is a private markets operating platform that helps investment firms simplify capital raising and investor workflows. Supporting a range of use cases, Helm is designed to reduce operational friction and improve the delivery of private market offerings to investors across the full investment lifecycle. Helm brings together Delio, Verivend and Betterfront, combining over a decade of private markets technology and structuring experience into a unified solution. Helm is backed by iAltA, a private markets holding company incubated and backed by WestCap. iAltA's founding partners include Scott Ganeles (former CEO of Ipreo; Senior Partner at WestCap), Bill Sherman (former EVP at Ipreo; former President of Expert Institute), Bill Crager (Co-founder and former CEO of Envestnet) and Laurence Tosi (former CFO of Blackstone and Airbnb, and Founder of WestCap). Helm's technology provides configurable, AI-powered workflows across investor onboarding and KYC/AML, e-subscriptions and documents, investor engagement and analytics, payments and reconciliation, and investor and portfolio reporting, deployed on a turnkey, modular or bespoke basis and designed to seamlessly integrate with existing systems. Helm's structuring capability designs, launches and administers investment vehicles, including SPVs, drawdown and evergreen funds, feeders, secondaries and co-investments, across multiple jurisdictions and asset classes, with support through the life of each vehicle. Raise. Run. Return. At the speed of modern capital.