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 anyone who does deals and lives on their relationships. Built first 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.
Captures the meeting
Connect Granola or Fireflies (you need one). HelmIQ pulls the notes, writes the brief, files it on the right deal, and queues the next move.
Email, on the right deal
Every email lands on the right contact and deal. Replies that move a deal get flagged. The rest file themselves.
Ask anything.
Ask HelmIQ
What's going on with Lakeshore? What do I need to do today? Ask HelmIQ and get an answer pulled from your firm's own memory, not a generic guess.
Bring your own AI, optional
HelmIQ's own AI is already built in, no keys to bring. Want ChatGPT or Claude to read your firm's memory too? Connect once over MCP.
Walk in loaded.
Pre-call brief
One page with every prior conversation, every deal note, and the small personal details you would never remember. On your screen before the call connects.
Drafts the reply
Reads the inbox, ranks what matters, drafts the reply in your voice. You read it, adjust it, send it.
Joe mentioned Jim. Alex did too. The agent noticed.
Cross-conversation tagging
Joe mentioned Jim on Tuesday. Alex mentioned him again Friday. HelmIQ connected them, and surfaces it the next time Jim comes up.
Continuous learning
Every conversation makes the next brief sharper. HelmIQ picks up your voice, your deals, your people.
The pipeline you actually trust.
Live pipeline, partner-ready
Every deal, every stage, on one canvas. Print-ready ten minutes before the partner meeting, not the night before.
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 pulls the meeting notes, writes the brief, drafts the follow-up. The work gets commoditized. Relationships do not. You get the morning back.
JACK PITTS · FOUNDER
ANDRE CHUABIO · FOUNDING ENGINEER
The work gets commoditized.
Relationships don't.
HELMIQ
Origination
Find the next deal. Pass on the wrong one.
Work your target list
Import a target list or build one from scratch. HelmIQ fills in what it can find from public sources, tracks your outreach, and enrolls the list into a sequence. AI-native discovery by sector and geography is in progress.
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. None of the setup the legacy rooms put you through.
NDA-gated by default
Buyers sign before they see anything. HelmIQ tracks the signature and opens the room the moment it executes, not the next morning.
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.
16
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.
Building on top of HelmIQ? You own every record, and a developer API is on the way to build on it.
Security
Confidential data, treated that way.
Encrypted in transit and at rest
Data encrypted in transit and at rest. Per-firm isolation enforced server-side on every request.
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.
Still deciding on a category rather than a vendor? Start with the best CRM for investment banking buyer’s guide, or browse every deal-team CRM guide and comparison.
COMPASS · EIGHT BEARINGS
COURSE SET 045° · CAPTURE
Questions
The questions every deal team asks first.
What is the best CRM for investment banking?
HelmIQ is purpose-built for investment banking and private equity. Unlike general CRMs, HelmIQ includes an AI agent that logs meetings, writes deal briefs, and drafts follow-ups automatically. It also includes a built-in power dialer, deal sourcing and screening, and an integrated data room, in a single platform.
What is a good DealCloud alternative?
HelmIQ is the leading AI-native DealCloud alternative for investment banking and private equity. HelmIQ deploys in days rather than months, requires no CRM administrator, and includes an AI agent that does work DealCloud does not: logging meetings, writing deal briefs, and drafting follow-ups. HelmIQ also imports your DealCloud data directly.
Can HelmIQ replace Affinity CRM for private equity?
Yes. HelmIQ imports your Affinity data and adds capabilities Affinity does not have: an AI agent that logs meetings and writes deal briefs, a built-in power dialer, CIM screening, deal process management, and an integrated data room. HelmIQ covers the full deal lifecycle; Affinity covers relationship mapping.
Is there an AI CRM for investment banking?
HelmIQ is the AI-native CRM built specifically for investment banking and private equity. Its AI agent runs in the background of every deal: logging meetings, writing deal briefs, sourcing targets, and drafting follow-ups automatically. It is the only CRM in this category designed from the ground up around AI deal workflows.
How does HelmIQ differ from HubSpot or Salesforce for investment banking?
HubSpot and Salesforce are built for B2B sales and require significant configuration to model investment banking workflows. HelmIQ ships with M&A-native pipelines, deal team management, CIM screening, a built-in dialer, and an integrated data room, with no configuration or CRM administrator required. HelmIQ also imports data from both HubSpot and Salesforce.
What is an AI-native CRM?
An AI-native CRM is a platform built from the ground up around artificial intelligence, not a legacy CRM with AI features bolted on. In an AI-native CRM, the AI agent is the primary user: it captures meeting notes, drafts emails, writes deal briefs, and tracks follow-ups automatically. Users review and approve rather than enter data. HelmIQ is the AI-native CRM purpose-built for investment banking and private equity deal teams.
What software do investment banks use to manage deals?
Investment banks typically use deal flow and CRM software such as DealCloud, Affinity, HubSpot, or Salesforce to manage their deal pipeline, client relationships, and transaction history. HelmIQ is the AI-native alternative: it manages investment banking deals, automates relationship tracking, and includes a built-in dialer, data room, and CIM screening engine in a single platform.
Does HelmIQ work for boutique investment banks?
Yes. HelmIQ is designed specifically for boutique and mid-market investment banks that cannot afford a full-time CRM administrator or the enterprise pricing of platforms like DealCloud. It deploys in days, requires no configuration, and gives a small deal team the same AI-powered deal management capabilities as a bulge-bracket firm.
More detail in the journal and the side-by-side comparisons.
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.