CRM · DIALER · SOURCING · ONE AGENT
You were in the meeting.
The agent was everywhere else.
The work is done.
HelmIQ runs in the background. Logs the conversation, writes the deal brief, drafts the follow-up, connects the firm. The AI CRM for investment banking and private equity.
Built by a banker.
FOR THE PEOPLE WHOSE WORK IS THE RELATIONSHIP
A Tuesday on HelmIQ
Work the list. Not the laptop.
You dial and talk. HelmIQ transcribes every call, books the callback, drafts the invite, and logs the note. You review, and move to the next name.
- A. BrennanCedarline GroupDONE
- D. OseiNorthwater PartnersDONE
- M. ReidPalmetto IndustrialLIVE
- J. CalderonBrightfold CapitalQUEUED
- P. WhitfieldStillman SearchQUEUED
- + 9 MORE
Marcus Reid
Founder, Palmetto Industrial
LIVE TRANSCRIPT
“I'm slammed through Thursday. Can you call me Friday? I'm genuinely interested.”
Every meeting, call, and email becomes the record.
Records the meeting
HelmIQ joins the call. Writes the brief. Attaches it to the right deal. Queues the next action.
Cleans the inbox
Every email lands on the right contact and deal. Replies that move a deal get flagged. The rest get filed.
Ask out loud.
Voice answers
Ask anything from your phone. What's going on with Lakeshore? What do I need to do today? HelmIQ answers from your firm's memory.
Works with your LLMs
Works with ChatGPT, Claude, and the rest. Your conversation history follows you across them.
Walk in loaded.
Pre-call brief
Every prior conversation, every deal note, every personal detail. One page. On your screen before the call.
Drafts the reply
Reads the inbox. Ranks what matters. Drafts the reply in your voice. You review and send.
Joe mentioned Jim. Alex did too. The agent noticed.
Cross-conversation tagging
Joe mentioned Jim on Tuesday. Alex mentioned Jim Friday. HelmIQ linked them. The firm's memory, finally indexed.
Continuous learning
Every conversation makes the next brief better. HelmIQ learns your voice, your deals, your people.
The pipeline you actually trust.
Live pipeline, partner-ready
Every deal. Every stage. One canvas. Print-ready ten minutes before the partnership meeting.
One platform. The firm's source of truth.
Everything you'd buy separately
The CRM. The dialer. The transcription. The LLM calls. The sourcing engine. The integrations. One fee. No per-call gotchas at the end of the month.
Your record, not someone else's
HelmIQ holds the firm's memory. Every meeting, every email, every deal. You own the export. Nothing lives on a vendor's roadmap you can't change.
The work that runs without you.
SPONSOR BD · LAKESHORE INDUSTRIAL
Live call in progress.
Listening on your device. Nothing leaves the firm.
Last year I had a day of meetings in Midtown. I came home and logged notes all through the night. Just typing.
It is 2026. You should not be writing notes. HelmIQ records the meeting, writes the brief, drafts the follow-up. The work gets commoditized. Relationships do not. You get the morning back.
JACK PITTS · FOUNDER
The work gets commoditized.
Relationships don't.
HELMIQ
Origination
Find the next deal. Pass on the wrong one.
Source the market
Search by sector, size, and geography. HelmIQ surfaces the companies that fit your mandate, with the contacts and the reason each one matched. No buying a static list.
Screen before you commit
Every target is scored against your buy box. HelmIQ reads the CIM and writes an IC-grade screening memo, with citations back to the document. Pursue or pass, with the reason on the record.
Execution
Run the deal. All the way to close.
A data room, deal-ready
Stand up a buyer data room in minutes. Folder structure, watermarks, and per-buyer access, with every buyer's engagement tracked back to the deal. Easier than the legacy data rooms.
NDA-gated by default
Buyers sign before they see the room. HelmIQ tracks the signature and opens access the moment it executes. Counsel-ready.
The old CRM is a filing cabinet.
HelmIQ is the bridge.
Twelve fields. Three tabs. A human types every value.
Lakeshore Industrial Services.
Stage advanced to Qualifying after Monday's call. Owner inferred from prior thread.
- 06:08Brief written. Filed under Project Lakeshore.
- 06:14Two follow-up emails drafted in your voice.
Zero fields touched. One review.
9
FIRM TYPES
From investment banks to family offices, configured to how your firm runs deals.
18
INTEGRATIONS
Your stack, mapped. Gmail and Outlook to DealCloud and Affinity, in one place.
1
SOURCE OF TRUTH
CRM, dialer, sourcing, data room, and screening. One platform, one fee.
Integrations
Bring your stack. We map it.
Switching from DealCloud, Affinity, HubSpot, or Salesforce? Drop the export. HelmIQ reads it, maps every column, dedupes, and you keep your history. No wizard.
Security
Confidential data, treated that way.
Encrypted end to end
Data encrypted in transit and at rest. Per-firm isolation by default. No shared tables.
Two-factor by default
Required for owners. Backup codes per seat. Authenticator apps supported.
Single sign-on
Sign in with Google or Microsoft. SAML on the enterprise roadmap.
Yours, always
Full export to CSV or Excel any time. No lock-in. Your data, your record.
Compare
Switching from DealCloud, Affinity, Attio, HubSpot, or Salesforce?
HelmIQ imports your data and replaces all of them. See how the AI capabilities, deal workflows, and implementation compare, side by side.
COMPASS · EIGHT BEARINGS
COURSE SET 045° · CAPTURE
You stay in the field.
The agent stays everywhere else.
Or speak with the team directly: jack@helmiq.net
JACK WRITES THE FIRST EMAIL HIMSELF. · USUALLY THE SAME DAY.