Helix for Asset Managers:

Streamlining Private Market Distribution

Why Choose Helix?

Helix addresses the unique challenges faced by asset managers in distributing private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers your sales team to streamline processes, build trust, and enhance overall efficiency in managing and distributing alternative investment products.

Private Markets Fund research can be a
time consuming process...

Sorting through thousands of available funds across disparate data sources to source new opportunities

Researching new managers or funds across PPMs and tedious offering documents

Generating reports and answering questions for advisors, clients and Investment Committees

...But it doesn’t have to be

Helix, the first-ever AI co-pilot designed specifically for private markets, revolutionizes how asset managers distribute alternative investment products.

Developed through a joint venture between TIFIN and Hamilton Lane, Helix simplifies the complexities of private market investments, enabling asset managers to grow their assets under management (AUM) more efficiently.

Women at the computer

Conduct analysis on funds in
our database, or add your own

Manager Details
  • Partner information
  • Investment Team details & Bios
  • Track Record
Fund Details
  • Investment Objective & Strategy
  • Target Sizes/Caps
  • Industry/Sector
  • Liquidity profiles
  • Investment Periods
  • Terms
  • Fees, Carry, Expenses
  • GP/LP Commitments
Portfolio Details
  • Holding period
  • Investment exposures
  • Investment Targets

Custom document upload functionality makes it easy to overlay Helix’s AI capabilities onto any fund PPM or marketing document

Helix by HL PPM upload
Upload your PPMs or other fund marketing documents into Helix and find answers to your screening questions almost instantaneously


Fund Information Accessibility:

Easily access detailed information about funds, including offering documents, sales materials, and structured data, through Helix’s AI layer.

Custom Document Upload:

Upload your fund’s PPMs and marketing documents, allowing Helix to overlay its AI capabilities for quick data extraction and analysis.

Real-Time Query Responses:

Answer inbound questions from advisors about funds or private markets instantly using Helix’s natural language interface.

Customized Communications:

Generate customized emails and communications, helping your sales team effectively engage with advisors and clients.

Use Cases for Asset Managers

Efficient Fund Research:

Helix assists in quickly accessing and analyzing fund details, enabling your sales team to provide accurate information during sales meetings.

Enhanced Advisor Support:

Provide real-time, accurate answers to advisors’ questions about private market investments, enhancing their confidence and trust in your offerings.

Streamlined Due Diligence:

Simplify the due diligence process by leveraging Helix’s AI capabilities to parse and analyze fund documents, reducing the time required for thorough evaluations.

Effective Client Communications:

Utilize Helix’s generative AI to draft and customize emails and other communications, ensuring clear and professional interactions with advisors and clients.

Key Benefits

Real-Time Information
Equip your sales team with the necessary information in real-time, reducing delays and enhancing decision-making.

Enhanced Client Trust
Build stronger relationships with advisors and their clients by providing accurate and timely information about private market investments.

Streamlined Processes
Remove frictions from the sales process with automated data extraction and customized communication tools.

How It Works

Step 1

Intent Recognition:
Helix identifies the user intent behind each query, routing it to the appropriate intelligence engine for further interpretation.

Step 2

Intent Mapping:
The identified intent is mapped to the relevant data and insights, ensuring accurate and targeted responses.

Step 3

Response Generation:
Helix generates responses based on real-time data and analytical research, providing advisors with actionable insights and recommendations.

Learn More

Discover how Helix can transform your asset management strategy.
Contact us for a demo or more information.

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Helix Asset Manager Case Study Download

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Webinar: AI-Enhanced Private Market Solutions Webinar

July 17th @ 11am ET

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