Wealth advisors, asset managers, and due diligence teams are continually challenged by the need to access reliable data and insights. Traditionally, this has required subscribing to multiple, expensive third-party data sources, each offering fragmented information that often complicates the decision-making process. Helix by HL changes the game by integrating advanced AI technology with extensive proprietary data and other hard to find information into one powerful platform, providing a single, comprehensive solution for private market investing.
The Complexity of Traditional Private Market Investments
Navigating private markets has always been a complex endeavor. It often involves piecing together information from various third-party providers and manually sorting through dense private placement memoranda (PPMs). Not only is this work labor intensive which increases operational costs, but also creates bottlenecks in the research process, delaying critical investment decisions.
This approach can be particularly challenging for firms seeking to stay agile in a competitive market environment. The reliance on multiple data subscriptions also means that firms are often paying a premium for access to information that may not be integrated or up-to-date, leading to inefficiencies and missed opportunities.
Helix: A Unified Solution for Private Market Investing
Helix by HL addresses these challenges by offering a unified platform that combines AI-driven insights with a vast repository of proprietary data. Here’s how Helix simplifies private market investments:
1. Comprehensive Data Integration
Helix by HL integrates a vast array of data sourced from premium providers and exclusive partnerships, including Hamilton Lane’s proprietary database. Hamilton Lane’s extensive data set includes over 58,600 funds and $18.9 trillion in commitments spanning 56 vintage years, covering private equity, private credit, real assets, and venture capital.
2. AI-Driven Insights and Analysis
Helix’s AI capabilities go beyond simple data aggregation. The platform uses advanced algorithms to analyze large volumes of data, providing users with actionable insights and answers to complex questions in real-time. This enables advisors and asset managers to make quicker, more informed decisions without the need for extensive manual research.
3. User-Friendly Interface and Customizable Reports
Helix stands out with its intuitive interface powered by natural language AI, allowing users to interact using plain English commands. This feature simplifies access to complex data and insights, enabling users to quickly generate customized investment memos, product comparisons, and other critical documents tailored to client needs. By asking straightforward questions like, “Compare and contrast Fund A and B,” Helix delivers precise, actionable answers, saving time and enhancing client communication—all without the need for technical expertise.
4. Cost Efficiency and Scalability
By consolidating data and AI tools into a single platform, Helix significantly reduces the costs associated with traditional private market research. Firms no longer need to maintain multiple subscriptions or rely on expensive external consultants, making Helix an affordable and scalable solution for firms of all sizes.
Empowering Firms with a Single Source of Truth
With Helix, firms can access all the information they need in one place, allowing for a more streamlined and efficient approach to private market investments. This integration of data and AI technology not only simplifies the investment process but also enhances the overall client experience by providing clear, actionable insights that advisors can confidently share with their clients.
In an industry where time and information are critical, Helix offers a distinct competitive advantage by combining the best of AI technology with comprehensive data integration. It’s not just about reducing costs; it’s about transforming the way firms approach private market investing, making it more accessible, efficient, and effective than ever before.
Ready to transform your private market investment strategy? Explore how Helix can simplify your process and provide endless possibilities. Contact us for a demo today.